Strategic Services / Mergers & Acquisitions
Mergers & Acquisitions, Structured Around Goals
Mergers and acquisitions work at Pagac & Company covers both sides of the table: financial diligence, modeling, deal structure and tax strategy for buyers, and preparation, data rooms and transition planning for sellers. Transactions are matched to the owner's goals, with structure that depends on the entities, the deal terms and applicable tax law.
What does buy-side support look like?
Screening targets against financial criteria, due diligence on the numbers behind the story, working capital mechanics, structure options from asset to stock deals, financing models and the integration plan that makes the acquisition work after close.
The analysis quantifies what the owner is actually buying: recurring earnings, realizable synergies and the risks embedded in the financials.
What does sell-side support look like?
Getting the financial story ready: normalized results, clean reporting, buyer-facing analysis and a valuation the owner can test against offers. Pagac also supports structure negotiation and the post-closing transition period.
The goal is a seller who negotiates from knowledge rather than hope.
Why does deal structure matter?
Asset and stock structures carry different tax consequences for both sides, and the allocation of price across assets can matter as much as the price itself. Real estate is often separated from the operating deal so the property keeps its own value and its own tax position.
Because each transaction turns on its own facts, structure is decided by analysis, not by precedent.
Acquisitions succeed or fail on diligence, structure and integration; the financial work is what makes each of them deliberate.
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Mergers & Acquisitions works best as part of a coordinated relationship. Start with a consultation and we will map the right scope to your business.