Mergers & Acquisitions Support
We help Cardiff businesses navigate mergers and acquisitions with clear advice and hands-on support. Whether you're buying, selling or exploring a merger, we'll walk you through every step so you can make confident decisions that protect your interests.
What we cover
From early-stage strategic planning through to post-deal integration, we provide end-to-end support for businesses across Cardiff and South Wales looking to buy, sell or merge.
Business valuations
Independent valuations to help you understand what your business is worth or what you should pay.
Due diligence
Thorough financial and operational reviews to uncover risks and opportunities before you commit.
Deal structuring and negotiation
Support shaping the terms, tax position and financing to get the best possible outcome.
Post-deal integration
Practical advice on bringing systems, teams and processes together after completion.
How we support your transaction
Mergers and acquisitions can feel daunting, especially if it's your first time buying or selling a business. Our role is to make the process manageable by breaking it down into clear stages, keeping you informed at every step, and making sure nothing important gets missed.
We start by understanding what you want to achieve. If you're selling, that might mean maximising the sale price and finding the right buyer. If you're buying, it's about identifying the right target, understanding the risks, and structuring a deal that makes financial sense. We then guide you through valuation, due diligence, negotiation and completion, working alongside your solicitor and any other advisors.
We've seen deals fall apart because the numbers didn't stack up or key risks were missed early on.
More information
Due diligence is where we dig into the detail. We review financial records, contracts, tax compliance and forecasts to give you a clear picture of what you're buying or what a buyer will expect to see. It's about uncovering potential problems before they become deal-breakers, and spotting opportunities that strengthen your position at the negotiating table.
For Cardiff and South Wales businesses, local context matters. We understand the regional market, the sectors that are active, and the practical realities of running a small to mid-sized business in this area. That local knowledge helps us give you advice that's grounded in reality, not just theory.
What happens after the deal
Once the transaction completes, the work isn't over. Integration planning is crucial, especially if you're merging teams, systems or premises. We help you think through the practicalities, from aligning accounting processes to managing payroll and restructuring where needed. The goal is to make sure the business you've worked so hard to acquire or merge with actually delivers the results you planned for.
Common challenges we help with:
- Identifying realistic targets or buyers in your sector
- Navigating complex tax and legal structures
- Managing confidentiality during early-stage discussions
- Aligning expectations between buyers and sellers
- Planning for life after the deal closes
Whether you're a sole trader looking to acquire a competitor, or an established SME preparing for sale or succession, we tailor our support to your situation. We won't overwhelm you with jargon or push you into decisions that don't feel right. Our job is to give you the information and confidence you need to move forward.
The best M&A outcomes come from disciplined planning and honest advice, not rushed decisions.
Worth considering
Due Diligence Services
Independent checks on accounts, tax and liabilities before you buy or invest, with a clear due diligence report, key risks and practical negotiation support.
Due Diligence Services→Business Restructuring Advice
Clear business restructuring advice to relieve cash flow pressure, manage debts and agree a step-by-step plan covering costs, pricing, staffing and structure.
Business Restructuring Advice→Profit Improvement Planning
A practical profit improvement plan for Cardiff and South Wales businesses, with clear targets, cash flow actions and regular reviews to keep you on track.
Profit Improvement Planning→Management Reporting & KPI Dashboards
Clear monthly management reporting and KPI dashboards showing sales, margins, cash and VAT position, with notes on what changed and what to do next each month.
Management Reporting & KPI Dashboards→Before you start
These are the questions we hear most often from Cardiff businesses considering a merger or acquisition.
How long does a typical transaction take?
What does M&A support cost?
Do I need a solicitor as well as an accountant?
What if the deal doesn't go ahead?
Can you help find a buyer or target business?
Do you only work with businesses in Cardiff?
What sectors do you have experience in?
What happens in the due diligence phase?
Let's talk about your plans
Book a free consultation and we'll discuss your situation in confidence, with no pressure and no obligation.
Book a free consultation