At Merity, Anderson & Associates we offer our clients a value-added philosophy of corporate financial solutions. Our advisory services team assists its clients in partnering with key industry leaders and experienced professional service providers, who recognize, challenge and even improve on a company's idea. By providing expert advisory services, including corporate valuations, defensive advisories and fairness opinions, as well as strategic alternatives planning, we can position our client companies for growth, private offerings, recapitalizations, mergers, acquisitions, divestitures or other strategic initiatives.
Our M&A services are customized for each Client and
typically include one or more of the following:
- Experience in
executing mid-tier transactions involving diverse private
enterprises from a broad spectrum of industries.
-
M&A Planning/Deal
Structure/Exit Strategy
-
Shareholder Value
Enhancement
-
Company Portfolio Analysis/Investment Planning/Asset
Allocation
-
Investment Portfolio Review and Structuring
-
Cash flow
Analysis and Future Cash flow Requirement Planning
-
Employee
Retirement Planning
-
Employee
Education Planning
-
Evaluating
Company Insurance Needs
-
Charitable
Corporate Giving Planning
-
Employee
Benefit/Retention Planning
-
Business
Succession Planning
-
Estate
Planning
-
Survivorship
Assistance
-
Integrate and
coordinate interaction of client's other professional
advisors
-
Other client
requested planning and monitoring services
