Transaction Advisory
Our Transaction Advisory Services (TRAS) practice predominantly focused on middle-market companies that are growing and profitable. During a transaction, we consider the full range of client’s interests which include value, structure, tax, legal facets and ongoing management and employee interests.
Our relationships with clients are long-term in nature and we never push clients into transactions before they are really ready.
Planning and accomplishing a transaction involves a series of choices and we work alongside our clients and advise them to make informed decisions.
Our TRAS team supports our clients throughout all stages of the transaction from deal origination to closing the deal and beyond. Combining market data with our financial competencies, we support our clients in their critical decision-making process with essential advice and information.
We provide necessary information to our clients that they would be required on making informed business decisions towards either on the buy-side / sell-side transaction engagements, refinancing and other transactions.
Our professionals provide financial, tax, process improvement, post-merger integration and due diligence to private equity, hedge funds and strategic investors.
- Mergers & Acquisition
- Fund Raising
- Valuation Advisory
- Due Diligence
Mergers & Acquisition
A relationship with Avere Advisors often begins years in advance of a client’s merger, acquisition, or buyout. The market dictates opportunities and we work with our clients to prepare for them. When the time is right for a client to pursue a transaction, Avere is prepared to lead a business or a board through what is often a complex process. We examine both the financial conditions conducive to a business’s objectives and potential compatible buyers well before executing a transaction.
The end result of our endeavors is a transaction constructed through practical, realistic steps that exceeds expectations. The business itself and the owner, personally, reap the rewards of our transaction experience, industry knowledge, and proven process.
Our broad amount of expertise includes many transaction scenarios–
- Privately-held companies wishing to sell their business or division to a strategic or financial buyer
- Closely held businesses receiving an unsolicited offer and looking to evaluate their growth options
- Family-owned businesses planning their succession strategy
- Companies wanting to acquire another company or division
- Partners wishing to sell ownership positions
- Companies seeking capital to further fuel growth
Avere Advisors works with each client to determine the right timing, the right process, and the right opportunity.
Fund Raising
Every viable enterprise encounters liquidity demands along the path of its business lifecycle. To move forward, these circumstances require sound financial analysis and planning.
Working with Avere, clients attain a liquidity plan that unifies their business’s vision.
At Avere Advisors, we work diligently with clients to establish clear parameters in terms of timing, amount, and available sources of growth capital. Our clients gain a distinct advantage when working with us. Avere has successfully closed deals for clients over a wide variety of business lifecycle stages and industries.
We clearly understand the nuances of each shareholder’s perspective.
We work to:
- Eliminate liquidity shortage
- Fund acquisition, restructuring, or growth initiatives
- Evaluate short, medium, and long-term financing options
- Raise capital for ownership transition
Leverage Our Network
While sound financials remain our cornerstone, Avere also engages an extensive network of funding resources to negotiate the best possible outcome.
If your business requires funding for acquisition, expansion, recapitalization, restructuring, or ownership transition, Avere Advisors provide you the expertise and understanding which leads to success.
- Growth Capital
- Private Equity
- Mezzanine Debt
- Venture Debt
- Senior Debt
Valuation Advisory Services
Avere’s valuation experts use an integrated approach to provide our clients with independent and objective consultative valuation opinions.
Our business valuation services, including intangible asset and financial instrument valuations for a variety of transactions, financial reporting, compliance, and tax purposes. Our conversations with the client begin at different stages of the business lifecycle, whether due to a recent acquisition, annual financial reporting, and development of an estate plan, plotting an exit strategy, or enhancing financial planning goals.
Our team of valuation professionals delivers the reports on time with defensible, solid valuation models designed to withstand intense scrutiny and to comply with all relevant reporting standards. Our dedicated senior management will also be available to provide valuable insights and perspectives into the assessment and help you get behind the numbers and make better business decisions.
We work with startups, middle-market companies and entrepreneurs to understand their company’s value in the dynamic market conditions:
- Value of the business, including tangible, intangible and future earnings
- Value equity/shares
- Negotiations on the value of the company backed by our valuation report
- Greater in-depth understanding of operations of the business
- Listing out areas of improvement in Control, Risk management and Governance
- Advice on best finance mix which will maximize the shareholders’ wealth,
Valuation assessment is a formal process to determine the value of a business or the value of underlying assets, liabilities, or components of equity at any given point in time. However, business valuations are more than number crunching and it has to be substantiated with underlying facts.
ABOUT OUR TEAM
Avere’s valuation team has experience in understanding the dynamic industry conditions, market trends, the regulatory environment, and other non-financial considerations that may impact value of the company/asset. Our goal is to provide a comprehensive solution by working closely with our client’s legal, financial, and accounting advisors. Whatever our client’s purpose, our knowledge, quality, and integrity add what’s necessary to complete a transaction.
Business Valuation Service Team works to:
- Ensure accurate reporting
- Enhance decision-making and planning
- Preserve the business value
Our team of experts serves as a trusted advisor, with the expertise and resources to provide a credible valuation of a business enterprise or its underlying assets.
Financial Reporting Valuation Services
In an environment of increasingly complex fair value reporting standards and burgeoning regulatory scrutiny, Avere Advisors helps clients resolve financial reporting valuation issues successfully. We assist corporate, private equity groups, investment firms, family offices, lenders, attorneys and statutory auditors with complex valuation matters for financial reporting:
- Tangible and Intangible Asset Valuation
- Purchase Price Allocations
- Business Interest and Equity Valuation
- Derivatives and Complex Financial Instruments
- Impairment Testing
- Stock-Based Compensation
- Fresh Start Accounting
- Portfolio Valuation
OUR competence
We have the competence to serve the full range of fair value assessment needs, providing valuation opinions that satisfy the scrutiny of the auditors and other regulatory bodies. Our team has the ability to undertake even the most uncommon and complex fair valuation assessments. We understand the sensitivity of financial reporting timing needs and meet your deadline on time and every time.
Contact us to learn more about how we can help to advance your strategic goals.
If you’re looking to set up a business in the UAE mainland, Avere can help you navigate the complex legal and regulatory landscape. We offer end-to-end solutions for company formation in the UAE mainland, including the registration of LLCs, branch offices, and representative offices. We can also help you obtain the necessary permits, licenses, and visas to start and operate your business in the UAE.
The UAE’s free zones offer a range of benefits to businesses looking to establish a presence in the region. These include 100% foreign ownership, exemption from corporate and personal income taxes, and streamlined company registration processes. Avere can help you select the right free zone for your business based on your proposed line of business activities and assist you with the entire company formation process.
An offshore company in the UAE can be an attractive option for businesses looking to take advantage of the region’s tax benefits and favorable business environment. Avere offers offshore company formation services in the UAE, including the registration of international business companies (IBCs) and offshore branch offices. We can also assist you with opening bank accounts and meeting your ongoing compliance requirements.
At Avere, we are committed to providing our clients with the highest level of service and support. Our team of experts has extensive experience in UAE company formation and can guide you through every step of the process. We pride ourselves on our transparent and competitive pricing, and we offer a range of packages to suit the needs of businesses of all sizes.
Due Diligence
Due diligence is the process of investigation or audit of a potential investment consummated by a prospective buyer. The objective of any due diligence engagement is to confirm the accuracy of the target’s information and appraise its value. The prospective buyer/investor should obtain all the necessary information within the predetermined time and make sure that they making a fair deal, not a costly mistake.
Dedicated Transaction Advisory and Due Diligence Services for M&A and Organizational Effectiveness.
Avere’s dedicated transaction advisory and due diligence team can assist with financial, tax, and commercial due diligence and business analysis for organizations that are contemplating investments, strategic partnerships, mergers, and acquisitions or that are looking to enhance organizational effectiveness in an existing business unit or portfolio company.
How we can help:
- We conduct due diligence with the sole objective to generate valuable due diligence reports and business analyses for our clients, which become an integral component of their decision-making and negotiation processes. We offer a confidential, sound, unbiased perspective and are the ideal complement to client’s internal resources
- To focus on providing value-added services that enhance client business decisions by combining a thorough understanding of technologies, logistics, corporate strategy, and finance with an ability to summarize complex issues into concise, easily understood terms
Properly assessing the value of potential acquisitions and investments through due diligence can be imperative to the success of the transaction. Quality of financial statements, earning concerns, operations, market trends, and other areas that requires a closer look to assess risks and determine a company’s true value.
Comprehensive Financial Assessment and Debt Serviceability Analysis.
Our dedicated team assesses and addresses areas that are critical to the value of the company and its sound financial health including its ability to service its debt obligations:
- Quality of earnings
- Quality of underlying assets
- Debt and contingent liability
- Related-party transactions
- Commercial due diligence
- Tax due diligence
- IT due diligence
- HR due diligence
The complex and ever-changing landscape across industries continues to produce significant financial and operational challenges for any transactions to take place.
Financial due diligence:
Our role in a financial due diligence review involves evaluating the proposed transaction by analyzing the present and historical financial statements including important commercial agreements reviewing the operational environment and assessing the risk incidental to the business
Tax due diligence:
When companies acquire a business, dispose a non-core business unit or go into a merger with another company, they need to manage the tax risks by means of a tax due diligence. We provide you comprehensive corporate tax, VAT, exercise tax, other direct and indirect taxes due diligence while focusing on risks as well as opportunities.
Technology due diligence
During our IT/Technology due diligence review, our expert IT Advisory team will:
- Identify the issues and potential risks that may affect the company’s revenue, its costs, and the purchase decision as a whole.
- Assess the reliability and scope of IT applications, processes, and infrastructure, and how well they meet current and future business requirements.
- Assess the real IT costs, identifying hidden expenses and areas of potential financial risk
- Help with defining transaction terms in detail based on IT impact analysis.
Our due diligence professionals have significant experience in handling clients specific needs on maximizing the value in the transaction and ensuring a smooth due diligence process has been adhered. Whether the transaction is for acquisition, sale, or refinancing, we adapt our due diligence services to meet specific needs of the clients.
The purpose of due diligence is to validate the buyer/creditor’s investment thesis by reviewing the assumptions made at the time of negotiating a transaction, looking for problems and opportunities that were not known to our clients, and providing them with data and insights to devise a post-transaction plan.