Industries
We work with clients in various market sectors with focus on:
Professional Business Services
• Public Accounting
o Tax Preparation/Compliance
o Audit/Assurance/Yellow-book/Non-Profits/For Profits
o Public Company Audit Engagements
o Bookkeeping/Writeup/Payroll Processing
• Financial Services/Wealth Management
• Business Consulting/CFO Services
• HR Service
• Recruiting/Staffing
• Managed IT Solutions to Financial Institutions
o IT Risk Assessment
o Strategic IT Review
o Strategic IT Plan
o FFIEC Cybersecurity Assessment
o Disaster Recovery Planning
o Network Traffic Analysis
o Microsoft Licensing Audit
o Data Protection
o Infrastructure Management
The M&A Deal Cycle
Deal Sourcing, Due Diligence, Closing and Integration:
Every transaction is unique, and each holds unique risks and opportunities that can impact expectations for shareholders and everyone with skin in the game. Uncovering those details and enabling your business for success is what Marcuson-Beck does best.
Alignment – Having an M&A plan of action and being on the same page with our clients - at all times throughout the process.
Deal Sourcing aka Finding the deal - MBA’s always developing new relationships with M&A targets while grooming and developing established ones. We provide a conduit for open dialogue between parties.
Due Diligence - The difference between a bad deal and a great deal is rarely about the money, but almost always about the details of the transaction that are overlooked by both parties. Great deals are properly vetted, contractually bound, and both parties feel the risks and concerns have been communicated and addressed.
Closing - Combining decades of experience with proprietary industry-leading resources, our multi-disciplinary M&A team works with clients to help cut through the noise, make sense of the ambiguous, make sense of the data, mitigate risk, and – most importantly, we close deals that matter and make a difference.
Integration & Post Closing – Project planning and execution are the two main ingredients to a successful integration process. From controlled messaging to employees and clients to employee agreements and HR handbooks, we have you covered.
MBA's well-established network of Buyers and Sellers
Strategic Buyers
Private Equity Firms (Traditional & Family Office)
Investment Bankers
Corporate Law Firms
CPA Firms
Business Brokers & M&A Consultants