About BKD

Mergers, acquisitions, sales, management buyouts, ESOPs and financing all involve complex issues and varying degrees of risk.

BKD Corporate Finance provides companies anticipating such activities the full benefit of our corporate finance experience. Our team delivers a variety of corporate finance services to help companies and stockholders increase corporate value.

Mergers & Acquisitions

If you want to expand through a strategic merger or acquisition, BKD Corporate Finance can help. Specifically, we can conduct a strategic review of opportunities, identify targets, perform due diligence investigations, manage the negotiation process, consider tax implications on deal structures and facilitate the transaction closing.

Company Sales

BKD Corporate Finance has helped many company owners work through the questions and issues related to a sale. Among them:  when is the right time, what is the right value, how is the transaction structured, how does the process work, how do key employees benefit, how are buyers identified and how is confidentiality maintained. Our corporate finance experience has been tested over time with many successful transactions and has resulted in sales of companies that exceeded the value expectations of our clients.

Transactions are structured to boost a company’s value through:

• Thorough analysis of the company and the industry
• In-depth financial analysis to identify value within the company
• Effective marketing program to generate multiple buyers while maintaining confidentiality
• Expertise in structuring and negotiating transactions

Management Buyouts & ESOPs

Key management and the employees of a company may be the best candidates for acquiring a company. An employee stock ownership plan (ESOP) with its unique tax advantages may produce the best overall financial package to the sellers. The BKD Corporate Finance team can help explore the feasibility of an acquisition by management or an ESOP.

We help determine value, identify financing options, coordinate the team of experts to address tax and administration issues and structure the transaction for better tax and economic benefits.

Financing

Your company may need permanent or long-term capital. But perhaps the company is too small to pursue an initial public offering (IPO), or you simply don’t want the expense and public disclosure of an offering. There are alternatives. Our financing contacts and market knowledge can put you in touch with a variety of financing sources that provide cost-effective financing alternatives for:

• Venture capital
• Asset-based financing
• Fixed-asset financing and leasing
• Senior and subordinated debt

IPO Advisory Services

When is an IPO the most appropriate option for a company? Perhaps your company is experiencing strong revenue and earnings growth. Maybe it needs permanent capital or wants to improve its ability to acquire other companies. Perhaps you want more public visibility or a liquid market for management incentives.

We can help you analyze the feasibility of an IPO, support the management team and advisors in their deliberations and provide a financial review of your company’s performance to determine value. Specific services include:

• Analyze the feasibility of an IPO
• Help determine the company’s value
• Help select an underwriter
• Identify issues and decisions to be made during the underwriting process