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 for a confidential, complimentary meeting with a senior partner to find out if we’re a good fit for you, and talk about our approach, experience and connections in more detail.

Feel free to fill out the form below, or contact our team directly.

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

Joshna Mistry

Partner and Value
Added Services Lead.
Read Joshna’s profile.

Humphrey Hart

Senior Analyst and
Entrepreneur.
Read Humphrey’s profile.

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
2024…A year like most in business has never seen before.
To be fair, I think none of us have lived through a year such as 2024. It wasn’t like the Global Financial Crisis (GFC), a banking crisis that tipped through into asset prices, confidence and [...]
Why businesses are making the swap to Xero
In today’s competitive business world, effective financial management is the key to success. As a business, you often need to handle multiple tools simultaneously, such as payroll, accounting, [...]
How to prepare for annual accounts: your unshakeable frenemy
Annual accounts—a business owner’s unshakeable frenemy. No matter the size or type of your enterprise, be it a start-up, a multinational, or a charity—this task waits for you, year in, year [...]
Everything Kiwi’s need to know about Income Tax Returns
Let’s talk about filing taxes, and before you click off, it’s worth pointing out that this could be the most money-saving five minutes of your year. Filing tax returns and paying income tax can [...]
Share options: demystified context and uses
Many share option plans in both the investment markets and employment markets are misunderstood, misused, and don’t deliver for at least one, if not both parties, what they expected. This is the [...]
Tax Updates: 9 December 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 2 December 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 25 November 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
The blue deck chair: It’s only words
In an unashamed take from Graham Norton, I intend to write a few stories called ‘the blue deck chair.’ You are free to pull the lever and flip my chair. So please send feedback, flip, or let me [...]
The power of effective bookkeeping: real-life success stories
When a bar owner I worked with went from operating at a loss to turning a profit within one year, it wasn’t just about getting the numbers right—it was about understanding what their business [...]
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.