• Assisting a firm in developing the strategic logic for a merger or alliance then reviewing the positive and negative of each option

• Financial and data analysis allowing objective decision-making - finding the good matches

• Developing buy-in as required from the wider partnership 

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• Assisting firms in the research, analysis then selection of potential alliance and merger partners, or alternatively as they respond to an approach

• Annonymous brand research on the client and market view of different options 

• If preferable, we can also make the initial approach - on an anonymous basis 

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• In order not to damage relationships, we often complete the due diligence process - asking some of the more challenging questions around finances and clients - while also providing an outside perspective

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• Our experience in merger negotiation makes the process more successful, through equity and remuneration issues, structure and governance, and the partnership agreement

• We can develop the agenda and keep both parties on track

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• Not all mergers deliver on their promise - the hard work doesn´t end with signing an agreement

• We regularly develop workshops for partners, assisting them in reviewing the new opportunities, developing and then putting into action their vision for the new firm

• Part of this is about getting buy-in from all partners to the new approach - whether that is at a firm, practice, industry group or client level

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