Mergers and Acquisitions

Mergers and acquisitions (M&A) represent a pivotal moment in any company’s lifecycle, offering a powerful avenue for rapid growth, market expansion, or strategic exit.

Whether you are looking to acquire a competitor to consolidate market share, are preparing for a business sale, or are navigating the complexities of a merger, the process requires meticulous planning and expert oversight.

Undertaking an M&A transaction involves significant financial and legal complexities. Seeking expert advice is essential to navigate these challenges effectively, ensuring that every decision is backed by robust data and strategic insight.

From unlocking hidden value in a deal to implementing structures that retain key staff, professional support ensures your business goals remain the priority throughout the transaction.

At Alexander & Co, we take a partner-led approach to mergers and acquisitions, building relationships that allow us to understand the unique intricacies of your business.

Our methodology is built on providing proactive, robust, commercially focused advice that simplifies complex transactions. We act as more than just accountants; we are strategic partners dedicated to ensuring your deal is structured efficiently and delivers maximum value.

Our approach is simple: we provide senior-level expertise through every stage of the transaction. From initial feasibility and valuation through to due diligence and post-deal integration, our team focuses on clarity, integrity, and practical solutions.

We work closely with our clients to identify risks early and implement bespoke financial structures that protect their interests. By combining technical tax expertise with a deep understanding of commercial drivers, we ensure that the value delivered at each stage of the process is both practical and measurable.

Our M&A specialists possess a wealth of knowledge across various industries, including technology, property, fintech, and manufacturing. Having worked with entrepreneurs, fast-growth start-ups, and large international groups, we bring a unique perspective to every deal.

The value we provide includes:

We recognise that no two deals are the same. Different businesses and organisations have varying needs depending on their size, sector, and strategic goals. Whether you are cashing out of a tech start-up or acquiring an established manufacturing firm, Alexander & Co provides a tailored approach to cover all scenarios.

Our expert team can provide a wide range of services to support your transaction, including:

A critical component of any acquisition, our tax due diligence services involve a rigorous review of a target company’s tax affairs. We identify potential liabilities and historical risks, providing purchasers with the clarity needed to negotiate effectively or structure indemnity protections.

We advise on the most tax-efficient structures for both vendors and purchasers. This includes navigating complex areas such as stamp duty on share transfers, capital gains tax, and the use of demergers or new holding companies to facilitate a smooth and profitable transaction.

Retaining key talent is often vital for the long-term success of an M&A deal. We help businesses implement effective staff incentive schemes, such as share options and wealth extraction planning, ensuring that the human capital of the business is motivated and retained post-acquisition.

Understanding the true value of an entity is the foundation of any successful deal. We provide expert business valuation services that go beyond the balance sheet, considering market conditions, future growth potential, and sector-specific multiples.

Engaging Alexander & Co provides you with 50 years of credibility, expertise, and trust. As a truly independent firm, we offer a unique perspective that prioritises your business goals above all else.

Our track record is evidenced by our frequent nominations for prestigious awards, such as being shortlisted in the “Best Tax Advisory” category at the Rainmakers Awards for our work on regional and national deals.

Our recent success stories include advising on the £9.5 million acquisition for Wynnstay Group PLC and providing tax structuring for the high-profile sale of tech leaders like Signagelive.

To discuss how our team can support your next transaction, please contact our corporate finance and tax specialists.

Alexander & Co have experts across our accountancy and tax services, with expertise in handling Mergers & Acquisitions. Whilst there is a whole team working on behalf of our clients at all times below are our key M&A experts.