Mergers and acquisitions

If you have a larger or trickier deal to get over the line, we’re well positioned to help.

We’ve worked with cross-border strategic transactions, divestments, roll-ups and everything in between.

Local and international networks

We work with a number of M&A firms in Singapore, Japan, China and further abroad. This can be very useful for finding overseas buyers if the local market is too shallow.

Often an overseas corporate buyer can help leverage up your business to a level that just can’t be done locally.

We have a pool of investors and collaborative firms we can reach out to, to help find buyers or sellers for your business.

Of course, confidentiality is absolutely paramount and we know how delicately we may need to approach our networks.

Negotiation and deal structure

When a logical buyer or seller has been identified and they’ve engaged, they’ll usually already have an idea of the transaction price range. But every deal is different and there are a number of considerations around trade-offs.

We have a very strong understanding of contractual tradeoffs and can support during the whole negotiation process, from concept, to term sheet, to sale and purchase agreement, to settlement.

Due diligence and data room management

We can project manage the whole due diligence process for you, and can prepare business and financial due diligence reports, including cross-border tax considerations.

We don’t do the legal due diligence but have a network of very competent law firms who can support.

Financing

Need to syndicate funding to enable the roll-up? Our network of high net-worth individuals, local banks, international banks and private equity institutions give us a number of options to enable a deal that might not otherwise see the light of day.

Closing and post-merger integration

A large number of M&A deals destroy value. Sometimes the best outcome can be to let the two businesses run independently under their existing management, where the value of the merger is beyond simple operational efficiencies. This can be especially true for cross border deals.

But often you’ll need to start plugging the two businesses into each other to unlock synergies and the value that you’re ultimately looking to create, and this can be a delicate process.

We’re more than happy to guide you at every level of integration, from strategy and governance down to management to operational efficiency and optimisation.

Get in touch by filling out the form below, or feel free to contact our team directly.

  • This field is for validation purposes and should be left unchanged.

solid-icon1b.png
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
solid-icon2.png
Tax Updates – 30th August
Directors’ fees & GST Inland Revenue has reissued its guidance on the GST treatment of directors’ fees and board members’ fees, replacing the three Public Rulings that have applied [...]
Tax Updates – 24th August
When an employee dies: what employers, executors and families need to know about tax The death of an employee is difficult enough for colleagues and family without the added complication of working [...]
Why traditional budgets fail Growth SME’s
Having spent years as a CFO in medium-sized companies before moving into fractional CFO work, I’ve now worked with over 100 growing businesses. And here’s something that took me a while to accept [...]
The DNA of Extraordinary Organisations
Last week, I suggested something: Extraordinary organisations don’t happen by accident. They are intentionally built. That naturally led me to another question. If extraordinary organisations are [...]
Knowing when to hand over the keys
This is part of a three-part series on Succession — covering family, boards, and CEOs — and while each part stands on its own, they’re best read in order. The founder who came back — and the [...]
Tax Updates – 17th August
Horticultural sector non-compliance on IR’s radar Inland Revenue has issued Revenue Alert RA 26/02, signalling a significant escalation in its compliance focus on the horticultural sector. The [...]
Tax Updates – 10th August
Court Awarded Costs & GST IR has released Interpretation Statement IS 26/11, setting out when court-awarded costs and disbursements — and equivalent out-of-court settlement payments — attract [...]
Tax Updates – 3rd August
Can you have a Bare Trust when property is mortgaged The Revenue has released a new  Question We’ve Been Asked (QWBA), addressing a question that arises frequently in family and cross-border [...]
Tax Updates 27 July
Getting a cashback payment from the Bank – Taxable or not? I’m a little surprised it has taken this long however finally IR has released a draft Question We’ve Been Asked (QWBA), reference [...]
A game of ping pong with the IRD and the Bank
It’s Income Tax filing time, and many are now completing their returns for the year. As a client, you will see the finished product: a return, filed on time, numbers reconciled, nothing left out [...]
solid-icon3.png

Click here for details.

We are recognised as authorities in our specialised fields. We publish newsletters with informed opinions that are free for you to subscribe to.

Click here for details.

Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.