Mergers & Acquisitions

Navigating mergers and acquisitions (M&A) requires experienced guidance to achieve strategic growth and expansion. At Bateman MacKay, we recognize M&A decisions as crucial, often representing the culmination of a lifetime’s work for manager-owned businesses. Our team offers a comprehensive suite of M&A advisory services addressing the myriad complexities of Mergers and Acquisitions with strategic tax planning, business valuations, and financing strategy. 

Contact Us

Comprehensive M&A Advisory Services

Bateman MacKay’s services support clients at every M&A stage, ensuring informed and strategic outcomes.

Due Diligence

Bateman MacKay’s thorough due diligence process lays the foundation for informed decision-making. We meticulously assess financial, legal, and operational aspects to identify potential risks and validate the investment premise, empowering our clients with confidence as they move forward.

Negotiation Support

We provide expert guidance during negotiations, ensuring that our clients secure terms that align with their strategic objectives. Our team excels in identifying pivotal deal terms, facilitating effective communication, and crafting strategies that lead to successful outcomes.

Quality of Earnings Report

Our Quality of Earnings Reports offer a deep dive into the financial health of target entities, highlighting the sustainability of earnings by adjusting for non-recurring, unusual, or non-operational items. This critical analysis is essential for a clear understanding of the value proposition.

Purchaser/Vendor Due Diligence Reports

Whether representing buyers or sellers, our objective reports provide a transparent and honest view of the transaction, ensuring integrity and trust are maintained throughout the process.

Purchase and Sale Transaction Structuring and Agreements

Tailoring transaction structures to meet client goals, we focus on tax efficiency, compliance, and strategic fit. Our expertise extends to drafting and reviewing agreements to ensure they reflect the negotiated terms accurately.

Financing Strategy

We assist in developing and implementing financing strategies that support the acquisition process, including advice on debt and equity financing to optimize the capital structure.

Pre and Post Acquisition Tax Planning and Reorganization

Our tax planning services are designed to maximize tax efficiencies before and after the acquisition, including strategies for entity restructuring and integration planning, ensuring a smooth transition and alignment with long-term objectives.

How We Can Serve YOU!

Mature & Stable Business

Well-established companies with a consistent market presence and reliable revenue streams.

  • $10million + in revenue
  • Multiple entity structure
                   

Mature & Stable Businesses

Growing Business

Growing while focusing on increasing market share, scaling operations, and possibly exploring new markets

  • $2-10 million
  • a need for increased infrastructure, workforce expansion
  • managing new product lines or services
                   

Growing Businesses

Small Business

Smaller enterprises, often with a localized market focus and a lean operational model.

  • Less than $2 million
  • a simple organizational structure, with fewer employees and limited requirements.
                   

Startups & Small Businesses

Regulated Professional

Medical professionals, lawyers and others operating in professions governed by regulatory standards and ethical codes.

                   

Accounting for Regulated Professionals

Engage with Bateman MacKay for M&A Excellence

Our team offers a comprehensive suite of M&A advisory services addressing the myriad of complexities that come with Mergers and Acquisitions with strategic tax planning and financing strategies.

Let Bateman MacKay be your guide. With so much involved throughout the merger and acquisition process, from tax planning and business valuations to staffing issues and post-merger integrations, our advisory services can be invaluable.

The Bateman MacKay ADVANTAGE

Meet the Team About Us

200+

Audits Completed

47

Industry Experts

100%

In-House Capabilities

Our Services

Bateman MacKay LLP is a full-service accounting firm offering corporate tax planning and compliance, accounting and assurance, and business advisory services, with clients from small businesses to growing and mature enterprises.

With offices in the west Greater Toronto Area, we serve companies across Canada.

Assurance and Accounting

The details of your business matter. As a CPA-led service, Accounting and Assurance allows you to attain clear, impactful financial data, offering fiscal awareness to gain a deeper understanding of your business operations and how to take them to the next level.

Accounting Solutions

Tax Services

Our Tax Consultants create and execute customized tax solutions and corporate tax planning tailored to each client’s unique needs. Let Bateman MacKay provide strategic tax planning, guidance, and mentorship to help you grow, protect, and preserve your business.

Tax Planning & Consulting

Mergers and Acquisitions

Our team offers a comprehensive suite of M&A advisory services addressing the myriad complexities of Mergers and Acquisitions with strategic tax planning, business valuations, and financing strategy.

M&A Advisory Services

Business Advisory and Consulting Services

Our experienced business advisors identify strengths and weaknesses, address opportunities, and work with you to build a foundation that supports today’s business goals and establishes a target for the future.

Business Advisory Services

Explore All Services

Latest News

Stay Up-to-Date

Stay informed with our in-depth articles, market updates, and practical tips to help you navigate the financial landscape and achieve your business goals.

See Our Blogs

Frequently Asked Questions