Mergers and Acquisitions
(M&A) Consulting

When it comes to mergers and acquisitions, there are many different scenarios, and choosing the best one can be challenging. Of course, health issues of the stockholder are an overriding force. Also, when a company needs to take advantage of the opportunities presented and grow faster by funding internal growth (e.g. significant capital expenditures) or through acquiring a synergistic company, then a merger or sale may be the best option. This allows the existing owners to avoid further financial risk of the additional investment by "taking the chips off the table" and providing the buyer a game plan for enhancing their investment.

A merger occurs when two companies mutually decide to combine operations and move forward as one company with each former stockholder holding stock in the combined company. An acquisition takes place when a company purchases another company with cash, stock, or a combination of both. The buying company may prefer to acquire all the assets of the acquired company rather than its stock, in order to reduce potential liabilities, as well as, for tax considerations. The after-tax affects of each option should be considered by a stockholder when selling your business.

At The Montana Group, it is our mission to assist you in making these big decisions. There are many complex issues in dealing with a merger or acquisition, so let us be there every step of the way. Our years of merger and acquisition experience will be invaluable.