Sale of DailyOM to J2 Global / Ziff Davis (NASDAQ: ZD)
Join the ranks of the top CPA firms by expanding your service offerings to include investment banking– without incurring additional costs or risks.
Top Firms with an M&A Partner
When your clients decide to sell, they need to hire an investment banker. Our partnership enables you to offer M&A investment banking services, just like the Big Four and leading midsize CPA firms. We provide a cost-effective and risk-free way to expand your services and generate more profit.
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Sale of DailyOM to J2 Global / Ziff Davis (NASDAQ: ZD)
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$1 billion sale of Starwave (founder of ESPN.com) to Disney
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Sale of Northwest Physicians Network (NPN) to DaVita Inc.
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Sale of Insight Schools to Apollo Group
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$400 Million Merger of Click2Learn with Docent
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Venture Investment into Edison Schools and Subsequent $190 Sale to Liberty Partners
Every year, a portion of your clients will decide to sell their business. Large CPA firms address this need through in-house investment banking teams. The fees for handling a single merger or acquisition deal can be quite substantial, sometimes reaching $3 million or more, depending on deal size.
Our partnership enables you to offer high-quality M&A investment banking services without incurring any incremental expense. And even handling just 1-2 deals per year can lead to substantial profits for your firm.
With over $30 billion worth of transactions under our belt – including deals with corporate giants like American Airlines, AT&T, and Disney – you’ll receive the level of expertise and experience one would expect from any leading Wall Street level firm.
M&A deal fees are significantly higher than traditional accounting services, which is why the leading CPA firms compete in this market. Imagine earning a percentage of the transaction value as your fee, with 100% pure profit, and minimal effort on your part.
That’s the power of this partnership!
We understand that you might be worried about the added workload and complexity. Rest assured, we prioritize making your life easier, not harder. Every aspect of the M&A process is managed by our expert team – from initial client engagement to closing the deal – allowing you to reap the rewards without any incremental expense or effort on your part.
Partnership Benefits Include: