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SEC/Transaction Services

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Mergers and Acquisitions (M&A) are among the most complex activities that an enterprise can undertake. In today's business environment, mergers and acquisitions of middle market businesses are occurring with greater frequency. Strategic buyers and private equity firms with significant amounts of capital are fueling the growth in middle market transactions.

These facts, combined with high multiples for sellers, have created a market ripe to consummate transactions. An effective M&A strategy requires careful planning, including engaging the right advisers to assist in navigating through the intricacies associated with completing an M&A transaction.

Marcum LLP has responded to the needs of buyers and sellers of middle market companies by the creation of a distinct group within our firm to meet these demands. Our Transaction Services Group includes accounting, tax, valuation and other consulting professionals with the expertise needed to provide strategic and private equity buyers with accounting, tax and business advisory services unique to M&A transactions.

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Upcoming Event

2017 Marcum MicroCap Conference

June 15-16, 2017

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Scope of Services

At Marcum, our Transaction Services Group professionals recognize that each transaction is unique and the suite of services to be provided can vary from one transaction to the next.

We tailor our approach to complement the buyer's or seller's areas of need and provide strategic advice to assist our clients in minimizing the risks associated with a transaction. Our objective is to provide mission critical M&A support by placing a strong emphasis on stakeholder value and identifying key risks and benefits early in the process.

Financial Due Diligence

  • External auditor workpapers.
  • Customer and vendor relationships.
  • Financial projections.
  • Management information systems.
  • Compensation and benefits contract.
  • Contingency analysis.
  • Corporate governance functions.
  • Internal controls.
  • Analysis of industry trends and market outlook.
  • Analysis of working capital and cash flow requirements.

Transaction Advisory Services

  • Asset and stock sale comparisons.
  • 338 h(10) elections.
  • Tax minimization strategies.
  • State & local tax analysis and planning.
  • Transaction financing assistance.
  • Analysis of securities and exchange commission requirements.
  • Review of asset and stock purchase agreements.
  • Tax attribute preservation.
  • Sell-side exit strategies.
  • Sell-side preparation of business or division to be sold.
  • Business combinations, recapitalizations, leveraged buyouts and reverse mergers.

Valuation Services

  • Purchase price allocations.
  • Asset impairment analyses.
  • Enterprise valuation.

Post-Transaction Support

  • Post-closing adjustments.
  • Profitability analyses.
  • Tax compliance.
  • Financial statement audits.

Newsletter

SEC Insights

Alert of publicily traded company issues

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Related SEC Services News


Equities.com reports that the 2017 Marcum MicroCap Conference will help executives and investors understand Washington’s impact on small cap companies.

 

As corporate executives and investors try to piece together their own outlooks, information and networking will be key to identifying opportunities and potential challenges going ....


Benzinga.com interviewed SEC Services leader David Bukzin for an article on the state of the IPO market and the upcoming Marcum MicroCap Conference.

 

Throughout his 20-plus-years with Marcum LLP, an independent auditor of public companies, David Bukzin has played witness to the contraction of the IPO market.


Long Island Business News spoke with SEC Services Leader David Bukzin about the market’s new appetite for special purpose acquisition corporations, or SPACs.

 

Investors often say it's wise to pick a company based on the people who run it: Management, they say, matters as much as anything else. ....


Long Island Business News interviewed SEC Services Leader David Bukzin about the recovering market for initial public offerings.

 

The IPO uptick is generating business for big accounting and legal firms as well as investment banks.


Lawrence Kudlow to Keynote Second Day of the 2017 Marcum MicroCap Conference

 

Economist and financial commentator Lawrence Kudlow will keynote the second day of the 2017 Marcum MicroCap Conference, being presented by accounting and advisory firm Marcum LLP ....


James Carville and Mary Matalin to Keynote Opening Day of 2017 Marcum MicroCap Conference

 

Political pundits James Carville and Mary Matalin will be the featured keynote speakers on the opening day of the 2017 Marcum MicroCap Conference, on Thursday, June ....


Marcum LLP's SEC Practice Group Tops List for Fastest Growing National Firms

 

Marcum LLP continued its growth trend in net new SEC clients in 2016. The national accounting and advisory firm completed the year with 10 ....


The Huffington Post spoke with Assurance Services Partner Kim Lamplough for their story on the challenges of taking a company public.

 

Taking a private company public is nothing short of building a new company on top of an existing company. In the same manner that the ....


Partner David Bukzin, national leader of Marcum's SEC Services Practice, talks IPOs with US News & World Report.

 

Any Hollywood mogul will tell you that certain givens apply when a star's latest film goes public – the media blitz, the slick promotions, the ....


Marcum LLP Leads in SEC Audit Clients and IPO Market Share for First Half of 2016

 

The SEC Practice group of Marcum LLP, a top national accounting and advisory services firm, led the accounting industry on two important benchmarks in the ....


Raising Capital Under Regulation A+

 

Remember when raising funds in the capital markets was only for large companies? Did you think the IPO process was too burdensome and only possible ....


SEC Practice Leader David Bukzin was quoted by Equities.com in its coverage of the IPO Readiness Panel at the 28th Annual ROTH Conference.

 

The IPO Readiness Panel at the 28th Annual ROTH Conference Tuesday pulled no punches in laying out the daunting task of going public. Long recognized ....


Marcum Leads Non-Big Four Accounting Firms in IPO Audits for 2015

 

Marcum LLP performed more audits in connection with Initial Public Offerings ("IPOs") in 2015 than all other non-"Big Four" accounting firms, according to industry ....


Marcum Leads Top Firms in Q4 Audit Clients, reports Accounting Today.

 

Top 100 Firm Marcum took the top spot among large audit firms in bringing in new Securities and Exchange Commission audit clients in the fourth ....


Marcum Leads in Net New SEC Clients for 4th Quarter, Only Firm with Continual Growth in 2015

 

Marcum LLP, a top national accounting and advisory services firm, led the accounting industry in most net new SEC clients in the fourth quarter of ....


Marcum LLP Featured in Inside Public Accounting Article, "Marcum Leads Non-Big 4 Accounting Firms in IPO Audits."

 

New York-based Marcum (FY14 gross revenue of $385 million) performed more audits in connection with Initial Public Offerings (IPOs) than all other non-Big 4 accounting ....


Marcum Leads Non-Big Four Accounting Firms in IPO Audits

 

Marcum LLP performed more audits in connection with Initial Public Offerings ("IPO") than all other non-Big Four accounting firms year-to-date.


Article by Jeffrey Zudeck, Partner-in-Charge, Philadelphia Region, "Microcaps: Understand the Risks and Reap the Rewards," Featured in The Metropolitan Corporate Counsel

 

Whether you're an issuer or an investor, playing in the microcap arena can be riskier than with other forms of investment, at times significantly so. ....

SEC/Transaction Services Brochure

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Contacts

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David Bukzin

Partner-in-Charge
New York City, NY
Assurance
New York, NY
 
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