Services

Transactions

Preparing for the best outcomes

Major corporate events, such as IPOs or acquisitions, present huge challenges for any business. Careful planning and resourcing for these events is critical for managing and de-risking a complex transaction.

Our expert team can provide invaluable support at every stage of the process of both IPOs (Initial Public Offerings) and M&A (Mergers and Acquisitions).

IPOs

Considering and ultimately deciding to make the leap to a public company requires significant effort from many parts of a business. The IPO journey is a transformational change and a hugely challenging undertaking. In our experience the most successful processes are always underpinned by careful and early planning, combined with input from experts throughout.

Our dedicated Equity Capital Markets team (ECM) can support you at every step of the journey. We can assess your readiness for an IPO, support you in the highly important preparation phase and deliver a wide range of services throughout the execution of the IPO process, from continued assistance through to acting as your Reporting Accountant. We will help you prepare for life after IPO, as a public company and we will continue to support you as you continue to evolve.

Our ECM team works seamlessly across a variety of specialist areas within Deloitte, leveraging the market-leading IPO related expertise within our business, in order to meet your needs.

Find out more

M&A Transaction Assurance

Buying or selling a business often represents a significant event in a fund or company’s life cycle. As well as creating opportunity, this can generate additional pressure on the business, including the finance function.

Our dedicated M&A Transaction Assurance team has extensive experience of supporting management teams and/or investors at each stage of private equity and corporate transactions with a focus on minimising value leakage. We are experts in all related aspects of accounting, controls and finance function effectiveness, across each of the following areas:

Exit readiness: Helping to prepare the company for due diligence with early evaluation of complex GAAP areas, potential accounting policy changes and the robustness of control environment underpinning the creation of the financial track record.

During the transaction: Providing specialist accounting input and advice into due diligence and corporate structuring exercises, typically working closely with our corporate finance and M&A tax colleagues. Company-side, we can perform project management and provide support with diligence data analysis and requests in respect of complex accounting issues.

Post transaction: Assisting management teams with the implementation of complex accounting aspects of the transaction including purchase price and transaction cost allocations. Business combinations involving acquisition accounting often present a one-off opportunity to ensure the optimisation and alignment of accounting policies including the opening balance sheet, with consequential impact on the post-acquisition track record of the business.

We offer finance function workshops to ensure that all due diligence findings and other improvement points are captured at the start of the new life cycle. We can also provide a simple, safe and secure online tracking system which maintains visibility and transparency of agreed actions through to exit.

Key contacts

Ian Smith

Ian Smith

Partner

Ian leads the Corporate Assurance team within Audit & Assurance and is the Office Senior Partner of the Gatwick office. Ian has extensive experience of working with companies, and their management tea... More

Ian Whitefoot

Ian Whitefoot

Partner, Transactions

Ian is a Partner in our Transactions assurance team and has 13 years experience helping businesses prepare and execute transactions, from trade M&A, private to public IPOs and UK Class 1 transactions.... More