Overview
Mergers and acquisitions (M&A) are becoming an increasingly significant part of financial advisory services firms’ overall strategy as they attempt to achieve profitable growth, access new markets, leverage innovative technologies, and streamline non-core activities. We are well-positioned to assist financial advisory services clients and financial investors in planning and implementing their M&A strategy because of our substantial M&A transaction and market expertise, as well as the seniority of our teams.
Reeds Advisory also has a track record assisting regulators. We can offer the following:
- Independent, objective, unbiased advice that is free from conflicts of interests in a range of situations.
- Senior advisors with extensive experience and a strong track record.
- Strength and depth of market expertise across financial advisory services sectors
How we help: Almost all of our engagements go beyond offering pure financial advice. We put our extensive regulatory, risk management, forensic, actuarial and tax expertise to work for you as well.
In particular, our Financial Services Advisory services include:
Valuation
– Business valuation, fairness opinion
– Purchase price allocation (PPA), impairment test
– Valuation of credit and insurance portfolios, funds
Transaction Services
– Due diligence (financial, regulatory, real estate, tax, legal)
– Transaction advisory, negotiation support
– Post merger integration and separation advisory
Mergers & Acquisitions
– Buy-side and sell-side lead advisory, IPO advisory
– Financial fact book, information memorandum
– Strategic business review
Restructuring & Special Situations
– Recovery and resolution plans (RRP), independent reviews
– Program management, project office support
– Portfolio advisory, distressed assets
Regulatory Services
– Business plans, regulatory approval proceedings
– Establishment/relocation of financial institutions
– Business model analysis and internal governance (SREP)