how to craft quality of earnings reports

How to Craft and Safely Share Quality of Earnings Reports

The earnings report enables publicly traded companies to report their financial results during a specific period, usually a quarter or a year. Investors lean on earnings reports to better understand a company’s financial performance.   Companies also use earnings reports to not only present financials but also provide investors with explanations about operations, new products…

m&a trends puzzle pieces

The 5 M&A Trends You Need to Know

Even with the pandemic initially bringing so much uncertainty and seeming to halt certain sectors of the economy, such as hospitality, transportation and commercial real estate, merger and acquisition activity rebounded by the end of 2020 and is on track for an even more robust 2021.   Despite a slowdown in dealmaking in the second…

commercial due diligence

How to Conduct Commercial Due Diligence

A prospective company will conduct commercial due diligence in order to fully understand the commercial or economic activity of the target company it is interested in acquiring.    More than just a review of the target company’s sales or revenue, commercial due diligence delivers complete insight into market demand, competition, operations and all factors that…

sell-side M&A process

Digging Deep Into the Sell-Side M&A Process

A merger or acquisition is one of the most complex of corporate transactions, requiring the target company to assemble and present for review of hundreds of documents detailing the company’s assets and liabilities. The “sell-side” of a mergers and acquisitions (M&A) transaction describes the deal process from the perspective of the seller and the seller’s…

financial due diligence

Financial Due Diligence for M&As: The Complete Guide

When engaged in a complex transaction, such as a merger or acquisition, or when engaged in private equity funding, it’s reasonable to expect that an audit of the target company’s financial statements will take place. The acquiring company or group of investors certainly want the reassurance that the company’s assets and liabilities are properly organized…