Corporate

The planning and execution of corporate transactions can often present a serious challenge, as well as an excellent opportunity to a growing business.

Having served the main stream MBO, MBI market, as well as private equity and venture capital markets, we understand the implications of equity and debt investing and related transactions. Understanding and managing risk throughout the deal process is imperative to achieving optimal results from any investment. Risk due diligence is a requisite component of this process.

We have experience of transactions ranging from the very small to over £200m and are conscious of the need to combine excellent finance skills with careful consideration of tax consequences and opportunities.

We offer a fully integrated service combining legal, tax, corporate finance and transaction support skills, always remembering how important the transaction in question will be for you the client and therefore structure our team to provide close, responsive and personal support at all times.

Each transaction possesses unique and often complex risk issues that can adversely impact on an investment’s short and long-term performance.

		“A practical and pragmatic approach to serving the client.”

Due Diligence Review

Our rigorous due diligence protocol enables our team to review the information necessary to evaluate business, property, insurance, employee compensation and retirement plans and management continuity programs.

In doing so, we reveal and report upon:

1. The efficacy and compliancy of current property and casualty policies, employee benefit and retirement plans, as well as management continuity program
2. The adequacy of accruals for self-funded employee benefit programs, loss sensitive liability programs and other accrued variable cost
3. Loss exposures that may increase operating costs
4. Environmental hazards
5. Performance to peers based on industry benchmarking information
6. Critical issues to help limit catastrophic loss exposure that would detrimentally affect the performance of a transaction

DEAL FACILITATION

RISK ASSESSMENT AND CLOSING RECOMMENDATIONS

Prior to closing, we provide the client with recommendations to incorporate material findings of the due diligence into the negotiated transaction. Specifically we:

1. Identify future liability exposures and provide a reasonable valuation for known and potential liabilities so they can be incorporated into the deal structure and/or its pricing
2. Provide recommendations that can create future cost savings and employee benefit plan enhancements
3. Make available insurance products that are designed to facilitate a transaction.

Examples of these products include:

Environmental insurance
Representations and warranties insurance
Key person insurance

POST-CLOSING SERVICES

Forsythe Consultancy can manage the client’s property and casualty risk management, employee benefit, and retirement planning needs for a single company or an entire portfolio. Our philosophy is to:

1. Service portfolio companies as individual clients while incorporating the equity investor’s risk management philosophy to achieve the optimal net cost and risk outcome
2. Capitalize upon aggregating risk transfer opportunities to achieve economies of scale, the lowest net cost and the broadest coverage available in the market
3. Provide ongoing consultative services throughout the equity investor’s portfolio management period

SUMMARY OF CORPORATE TRANSACTION SERVICES:

Due diligence and risk assessment
Closing recommendations
Deal facilitation products
Post-closing services