Our capabilities

Deals today are no longer simple transactions. They demand answers to new questions. The latest regulations, evolving data protection laws and new cross-border trade agreements are just a few of the many issues that need to be considered. Then, there’s data. Not only is data growing exponentially, it needs to be analyzed more closely to ensure potential issues are uncovered. And, all of this needs to be done faster because deal speed is increasing as well.

That’s why Deal Advisory across KPMG’s global network of firms build teams of highly specialized professionals that cross multiple disciplines, geographies and sectors to look at the deal from all angles. Working together, we uncover insights and synergies, upside, stakeholder matters, integration issues and more. We look at the entire lifecycle of your deal, and even your business as a whole, to help ensure you’re always asking the right questions and turning to the right people for answers.

Deal Advisory professionals can provide actionable, practical advice designed to help you minimize risks, and unlock, drive and preserve value for your business.

Deal Advisory practices across KPMG member firms offer you deep knowledge and experience across the deal lifecycle

Transaction Services (DD, VDD)
Integration and Separation
Mergers & Acquisitions (M&A)
Debt and Equity Capital Markets
Valuation

There is more pressure than ever before to ensure deals deliver lasting results for stakeholders. At KPMG, we see transactions through an investor’s lens and are focused on helping clients identify, evaluate and successfully implement their growth strategies in today’s complex business landscape.

Deals fail for any number of reasons. But you can realize the results you and your stakeholders desire by taking a deliberate, forward-thinking approach to deal planning, execution and integration in light of your entire business, your sector and the global economy.

KPMG’s integrated network of specialists across member firms bring a leading practices approach that emphasizes creating and preserving stakeholder value, combined with our deep knowledge, experience and forward-looking perspectives.

Supported by superior analytic tools and proprietary data, our transaction methodology transcends traditional due diligence and takes into account an expanded universe of risks and rewards. As a result, we help deal makers manage risks, take advantage of opportunities and deliver tangible results.

We provide a range of highly tailored advisory services that span the transaction lifecycle, helping you focus on the key questions at every critical stage.

Does this deal align to my strategic business objectives?
Will this deal help me respond to market and competitor dynamics?
What are the risks and opportunities that will affect value and my negotiating position?
How do I maximize synergies and add value?
Are there any reporting, accounting and tax structure ramifications of the transaction?

Integration

When it comes to integrating a business, getting it right in four areas is crucial: vision, control, people and value. Without managing these, almost two-thirds of acquirers fail to realize synergy targets in today’s increasingly competitive M&A market. Nearly half of the synergy target, on average, is included in the purchase price.

KPMG’s member firms are focused on creating real, lasting value. We tackle key issues, eliminate unexpected surprises and identify synergies to help you minimize risk and maximize value. Our global team works closely together to help you focus on key questions at each stage of the process, working with you to overcome even the most challenging aspects of the deal.

What is the right synergy number? How much do I include in the price?
Does this deal align to my strategic business objectives?
Will this deal help me respond to market and competitor dynamics?
Am I ready for Day 1?
How do I identify and retain key people?
What steps do I need to take to protect my business as usual operations during the transition phase?
How do I make sure I achieve my synergies targets?

Separation

Whether it is to strengthen balance sheets by selling non-core businesses, simplify businesses by selling non-core brands, achieve a new strategic direction by spinning off a division or to sell a business unit as mandated by regulators, divestments and carve outs have generated a significant amount of value in the M&A market.

However, the carve-out road is not easy. Separation complexity should not be underestimated as it has a direct impact on deal price. To be successful requires a balance between maximizing value while mitigating risks, and quickly divesting while maintaining control of the process and protecting business as usual operations.

Across KPMG’s network, we help clients throughout the whole process, from defining separation options and understanding the potential impact on value through to developing and delivering successful separation plans.

What is the optimal separation approach?
What are the key separation risks and how should these be mitigated?
How will this business operate at deal close and when fully standalone?
Which services will need a TSA (Transition Service Agreement) or an LTA (Long Term Agreement) and how should they be implemented?
How do we ensure a seamless transition that protects operational integrity and minimizes value leakage?

The pace of today’s M&A activity demands decision-makers make the right moves confidently and swiftly to avoid missing opportunities. This requires clarity and an in-depth understanding of the deal – both of which can be difficult to achieve as the deal-making environment becomes more complex.

KPMG’s member firms understand the challenges on both sides of the transaction and recognize the need for both parties to drive maximum deal value. Our Deal Advisory M&A professionals across our global network are forward-looking specialists with vast deal experience, a broad range of skills and deep industry expertise. We create holistic solutions that will help you confidently navigate the complexities of buying and selling a business, identifying the key risks and rewards throughout the deal cycle.

For sellers, we help you understand the potential risks and rewards of a divestiture. We assess your situation and support your negating position to maximize sales price and execute the deal with minimal disruption to the remaining business operations.

For buyers, we recognize the need to unlock value at every stage of the transaction. We help you identify target markets and potential targets and support an efficient transaction process even for the most complex deals. We help you align deals with your strategic business objectives, maintain compliance and enhance value from integration and potential upside opportunity.

Our global teams of Deal Advisory professionals work seamlessly with you and other parties involved in the deal to focus on the key questions during the critical stages of planning and executing acquisitions and divestitures.

How do I maximize value?
What is the asset worth to me?
How do I prepare my business for exit?
What business can I acquire in my target markets?
How do I capture the value created?

Equity Capital Markets

Equity Capital Markets Advisory teams across KPMG’s member firms support and guide clients with regard to any kind of equity raising in the global capital markets – be it an initial public offering (IPO), raising new equity for established issuers or selling a stake in a quoted company in the public markets.

Our globally experienced teams offer clients the broadest integrated portfolio of expertise available in the marketplace. This extends from deal experienced equity capital markets experts to accounting, regulatory, tax, compliance, corporate governance and other technical specialists.

Our transaction approach is bespoke. We assemble multi-disciplinary teams to provide a customized and holistic advisory approach for each transaction. Our advice is comprehensive, and rooted in decades of deal experience, free of conflicts and completely focused on our clients’ objectives. We also work in partnership with corporate and investment banks, private equity firms, institutional investors and legal advisors to achieve optimal results for our clients.

Our integrated network of Deal Advisory teams focus on the key questions to help you preserve maximum value at every stage of the capital lifecycle.

How do I maximize shareholder and stakeholder value?
What sources of equity may be available?
How do I achieve the best terms?
How do I manage communications?
How do I manage stakeholder communications to maintain lender and shareholder support?

Debt

The debt markets are dynamic and complex. Raising new debt on favorable terms or renewing existing facilities can be challenging even for the strongest borrowers and issuers. This requires our clients to constantly appraise the nature of their present banking relationships, evaluate alternative pools of capital, understand their true cost of capital and approach financing in the context of an effective overall capital management strategy

Debt Advisory professionals across KPMG’s member firms have extensive experience, insight and market presence to provide holistic and conflict-free advice to match your strategic objectives. We offer hands-on assistance in analyzing options, structuring, arranging and achieving financial close across the full spectrum of debt products.

Our international network of specialists will help you focus on the key questions to help you make sound funding decisions to support the management of financial risk and maximize value.

Do our capital management plans align with our long-term strategic objectives?
How can I best structure funding to understand and maximize value across all markets?
What are my restructuring and recapitalization options?

Be it planning an acquisition, resolving a dispute involving joint venture partners or raising funds to expand core capabilities, you will need to understand value better so you can make optimal decisions for your business. This value, however, is not only about numbers.

KPMG’s global team of integrated Valuation specialists across our member firms takes a holistic view of value by spending time to understand your business’ dynamics, as well as industry and value drivers. We also draw on our extensive experience to apply relevant valuation methodologies, using our deep industry knowledge and innovative benchmarking tools.

KPMG’s global network of Valuation professionals provide a range of services that cross the deal cycle. These include:

Dispute valuation:

We offer dispute services related to transactions, including dissolution of joint ventures, determination of price per value under shareholder agreements for good/bad levers as well as non-transactional disputes.
Fairness opinions:

We help shareholders, the board or the company on the fairness of the price and terms of the transaction, as required by regulatory authorities.
Finance support:

We can provide advice needed for raising equity or debt financing, including determining the value of equity to be issues to the new partners or shareholders of an entity, or the valuation and equity splits at formation.
Independent board advice:

We provide independent, objective advice to help determine what the right price is to pay or accept for a business.

Investment and transactional advice:

We help you analyze investment or divestment opportunities. This includes guidance on joint ventures and alliances where valuation advice can help in pricing negotiations or in the final investment decision, as well as equity splits at formation or exit. The integration of due diligence findings into the valuation analysis is integral to this process.
Restructuring:

We help lenders, companies and administrators in the context of restructurings by providing valuation advice and strategic disposal options in connection with Independent Business Reviews and independent valuation opinions for the benefit of an administrator or similar acting party.
Venture capital and holding company support:

We can help establish the value of unquoted investment portfolios to help venture capitalists and holding companies make strategic investment decisions.