Transaction Services and Financial Due Diligence

Transaction services is about helping businesses understand both the risks and opportunities when completing a deal. Whether you are looking to buy a company, or plan the disposal of a business, expert advice ensures that the process is managed smoothly.

Our transaction advisory services cover everything from structuring financial transactions, bid support, negotiating terms and sale and purchase agreement (SPA) advisory, supporting buyside and sellside M&A, the provision of financial due diligence services and advising on succession planning within a family business. With the right support, you can approach commercial transactions with confidence. 

Financial due diligence is a critical step in any deal. It provides an in-depth review of a target company’s financial and tax position, so you fully understand what you are buying or selling. 

Our due diligence services are designed to identify risks early, consider the accuracy of information, and support informed decision-making. From a buy side perspective, conducting due diligence allows the prospective buyer or investor to acquire in-depth knowledge about the seller’s business, which means that they can make an informed decision with all the relevant facts and details confirmed. From a sell side perspective, vendor due diligence enables a seller to get an independent review of their financials to avoid any surprises when they engage with a buyer. It also gives the seller confidence that a buyer is bidding on accurate information. Whether you are considering management buyouts (MBOs), a merger and acquisition strategy, or exploring private equity investment funds, thorough due diligence helps ensure you achieve the right outcome. 

We provide end-to-end support to help you navigate complex corporate finance M&A transactions. Our services include: 

• Business valuations and advice on the acquisition of one company by another. 

• Preparing robust business plans and financial projections. 

• Advising on raising capital for business through debt, equity, private equity or venture capital funding. 

• Preparing and reviewing transaction support documentation such as warranties, indemnities and completion accounts. 

• Conducting acquisition financial due diligence and transaction diligence to highlight potential business risks and opportunities. 

• Preparing a business for sale through a vendor financial due diligence or a vendor assist process. 

• Leveraging our membership of the HLB International network, we have the capability to deliver financial due diligence across multi-jurisdictional and cross-border group structures, coordinating seamlessly with international teams to ensure a consistent, high-quality approach. 

• Supporting exit strategies and succession planning. 

• Acting as your corporate finance advisor through the transaction process. 

You should consider engaging transaction support when: 

• Planning to acquire business assets or complete a merger or acquisition. 

• Preparing to sell your company and need a clear business exit strategy planning process and or vendor financial due diligence. 

• Considering management buyout funding or MBO financing options. 

• Needing independent insight into the risks, opportunities, and value drivers before closing a deal. 

In each scenario, our transaction advisory and M&A advisory services provide reassurance that you are making the right decision at the right price. 

Menzies’ Deal Advisory team specialises in merger and acquisition advisory services, supporting clients in the planning, negotiation, and completion of transactions. Whether you’re considering the acquisition of another company, in need of merger advisory, or developing a long-term business exit strategy, our team of experienced corporate finance advisors will guide you every step of the way. 

We combine sector knowledge with proven deal execution skills, ensuring your business acquisition strategy delivers the best possible outcome. From identifying opportunities and conducting thorough due diligence, to structuring deals and managing the entire process, we provide the insight, connections, and expertise to make your M&A a success. 

Also, as a full-service firm, our team of corporate finance advisors work closely with our tax team to offer in-depth knowledge on business disposals and develop strategies for mergers and acquisitions that examine your business, its performance, its assets, and more. And, the team can additionally identify, research and approach potential buyers of your business on your behalf.

• Independent advice on corporate strategy, M&A and business strategy.

• A proven track record of guiding clients through merger and acquisition processes, financial due diligence, business succession planning, and the process of either selling or acquiring a business.

• Strong relationships with funders and investors, from high street funders, alternative funders, corporates, private equity and venture capital.

• A global reach through our HLB international network, enabling us to support cross-border transactions and multi-country due diligence assignments with local insight and expertise.

Whether you are seeking to buy a business, planning a business exit strategy, raising finance ,or structuring a management buyout process, Menzies provides the expertise and support to help you succeed.