Mergers & Acquisitions

Providing guidance in special situation M&A transactions.

The special situation transaction is a unique animal, with innumerable complexities that must be addressed throughout the selling and buying process. In order to ensure a successful transaction from start to finish, it is critical to rely on the expertise of a skilled sell-side and buy-side advisory partner.

At Phoenix, we have more than 35 years of experience spanning hundreds of special situation advisory engagements. The combination of extensive transaction and special situation experience makes us uniquely qualified to provide seller or buyer representation during a special situation transaction process. We work collaboratively with our clients at every stage—from buyer/seller identification, through negotiation and close, giving each transaction senior-level attention and focus.

As a result, our clients are able to proceed with the transaction process with a greater level of confidence. Following the close of strategic acquisitions, we also provide expert integration services to ensure the planned synergies are realized and value is maximized.

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When representing the seller, our M&A services focus on the following areas:

  • Identifying potential buyers
  • Preparing the memorandum
  • Spearheading and managing due diligence
  • Negotiating with potential purchasers
  • Structuring the transaction
  • Closing the transaction

When representing the buyer, our M&A services focus on the following areas:

  • Identifying potential merger or acquisition candidates
  • Reviewing solicitation memorandums prepared by M&A candidates
  • Identifying risks associated with the potential transaction
  • Negotiating and structuring the transaction
  • Securing necessary financing and capital
  • Closing the transaction

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