With a success rate of less than 15%, mergers, acquisitions and joint ventures can be high-risk undertakings, but success provides impressive pay-offs. For most firms, the basic objective is to increase profit and to achieve strategic benefits.

An experienced HEI M&A consulting team will help you successfully reach your goals. We begin with obvious things: selection of the most suitable candidate organizations and business arrangements. Several critical aspects need to be addressed too: minimizing downside risks, maximizing the value of the investment, and in the USA, complying with the Hart-Scott-Rodino Antitrust Improvements Act (HSR brief description).

Our clients are shown a complete view of the entire transaction, not just the attractive aspects — our consulting team includes appropriate business, finance, HR, technology and legal skills. Working under NDAs, our team functions as your intermediary, reporting on key aspects from a candidate company to yours, while scrupulously adhering to the terms of each NDA regarding protected details including trade secrets and intellectual property, within the framework of the HSR provisions.

Acquiring or merging with a company having a valuable technology, process, capability, market share or collateral often provides a faster pay-off than possible from a new in-house initiative, and with more predictable results. Selecting the best target company from several is an iterative process. To scope out the project, we meet with the client to determine key business, financial, strategic and technical issues, the context and other related aspects. HEI staff then visits, researches and analyzes each candidate company, producing a thorough, thoughtful and relevant evaluation of each organization. Throughout the process, the privacy and security of all parties is scrupulously maintained.

Reported aspects include business, intellectual property, financial, legal, technology, product, policy and staffing issues, benefits and liabilities, plus our observations and recommendations. We give our clients sound decision-making knowledge to evaluate the suitability of a particular merger or acquisition within the framework of their organization's needs and objectives.

At HEI, we take due dillegance seriously. We'll examine, not just the financials, but the strategic logic of the deal within a client's big picture. Are the apparent synergies real? Can a client realize the value of the transaction? And following our review, investigation and analysis of one or more candidate companies, our due diligence report might suggest that it's in a client's best interest consider an alliance as a lower-risk alternative, or even to walk away from the transaction.

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