Marcum LLP
Industries

SEC/Transaction Services

Three People Meeting
 

Mergers and Acquisitions (M&A) are among the most complex activities that an enterprise can undertake. In today's business environment, mergers and acquisitions of middle market businesses are occurring with greater frequency. Strategic buyers and private equity firms with significant amounts of capital are fueling the growth in middle market transactions.

These facts, combined with high multiples for sellers, have created a market ripe to consummate transactions. An effective M&A strategy requires careful planning, including engaging the right advisers to assist in navigating through the intricacies associated with completing an M&A transaction.

Marcum LLP has responded to the needs of buyers and sellers of middle market companies by the creation of a distinct group within our firm to meet these demands. Our Transaction Services Group includes accounting, tax, valuation and other consulting professionals with the expertise needed to provide strategic and private equity buyers with accounting, tax and business advisory services unique to M&A transactions.

GET IN TOUCH
Contact one of Marcum's regional representatives.

ASK MARCUM

Scope of Services

At Marcum, our Transaction Services Group professionals recognize that each transaction is unique and the suite of services to be provided can vary from one transaction to the next.

We tailor our approach to complement the buyer's or seller's areas of need and provide strategic advice to assist our clients in minimizing the risks associated with a transaction. Our objective is to provide mission critical M&A support by placing a strong emphasis on stakeholder value and identifying key risks and benefits early in the process.

Financial Due Diligence

  • External auditor workpapers.
  • Customer and vendor relationships.
  • Financial projections.
  • Management information systems.
  • Compensation and benefits contract.
  • Contingency analysis.
  • Corporate governance functions.
  • Internal controls.
  • Analysis of industry trends and market outlook.
  • Analysis of working capital and cash flow requirements.

Transaction Advisory Services

  • Asset and stock sale comparisons.
  • 338 h(10) elections.
  • Tax minimization strategies.
  • State & local tax analysis and planning.
  • Transaction financing assistance.
  • Analysis of securities and exchange commission requirements.
  • Review of asset and stock purchase agreements.
  • Tax attribute preservation.
  • Sell-side exit strategies.
  • Sell-side preparation of business or division to be sold.
  • Business combinations, recapitalizations, leveraged buyouts and reverse mergers.

Valuation Services

  • Purchase price allocations.
  • Asset impairment analyses.
  • Enterprise valuation.

Post-Transaction Support

  • Post-closing adjustments.
  • Profitability analyses.
  • Tax compliance.
  • Financial statement audits.

Newsletter

SEC Insights

Alert of publicily traded company issues

  READ THE LATEST EDITION
 
 

Related News

Cannabis Business Times and Cannabis Dispensary featured a cover interview with Vice Chairman David Bukzin, head of the SEC Services Practice, about accessing capital in the cannabis industry.


As Seen In

Cannabis Business Times and Cannabis Dispensary featured a cover interview with Vice Chairman David Bukzin, head of the SEC Services Practice, about accessing capital in the cannabis industry.

Because cannabis remains federally illegal in the United States, businesses in the industry face unique challenges when accessing capital.

Long Island Business News quoted Vice Chairman David Bukzin in an article about accounting firm services to public companies.


As Seen In

Long Island Business News quoted Vice Chairman David Bukzin in an article about accounting firm services to public companies.

Long Island and the nation have fewer public companies than a few years or a decade ago, but some regional accounting firms with operations here ....

Marcum LLP Leads Accounting Industry in Net New SEC Clients for Fourth Quarter of 2017


Press Release

Marcum LLP Leads Accounting Industry in Net New SEC Clients for Fourth Quarter of 2017

Marcum LLP led the accounting industry with more net new SEC audit clients in the fourth quarter of 2017 than any other accounting firm in ....

Marcum LLP Leads in IPO Market Share Among Non-Big Four Accounting Firms


Press Release

Marcum LLP Leads in IPO Market Share Among Non-Big Four Accounting Firms

Marcum LLP performed more IPO audits than any other non-Big Four accounting firm during the first three quarters of 2017, according to Audit Analytics.

Equities.com reports that the 2017 Marcum MicroCap Conference will help executives and investors understand Washington's impact on small cap companies.


As Seen In

Equities.com reports that the 2017 Marcum MicroCap Conference will help executives and investors understand Washington's impact on small cap companies.

As corporate executives and investors try to piece together their own outlooks, information and networking will be key to identifying opportunities and potential challenges going ....

Benzinga.com interviewed SEC Services leader David Bukzin for an article on the state of the IPO market and the upcoming Marcum MicroCap Conference.


AS Seen In

Benzinga.com interviewed SEC Services leader David Bukzin for an article on the state of the IPO market and the upcoming Marcum MicroCap Conference.

Throughout his 20-plus-years with Marcum LLP, an independent auditor of public companies, David Bukzin has played witness to the contraction of the IPO market.

Long Island Business News spoke with SEC Services Leader David Bukzin about the market's new appetite for special purpose acquisition corporations, or SPACs.


As Seen In

Long Island Business News spoke with SEC Services Leader David Bukzin about the market's new appetite for special purpose acquisition corporations, or SPACs.

Investors often say it's wise to pick a company based on the people who run it: Management, they say, matters as much as anything else. ....

Long Island Business News interviewed SEC Services Leader David Bukzin about the recovering market for initial public offerings.


As Seen In

Long Island Business News interviewed SEC Services Leader David Bukzin about the recovering market for initial public offerings.

The IPO uptick is generating business for big accounting and legal firms as well as investment banks.

Lawrence Kudlow to Keynote Second Day of the 2017 Marcum MicroCap Conference


Press Release

Lawrence Kudlow to Keynote Second Day of the 2017 Marcum MicroCap Conference

Economist and financial commentator Lawrence Kudlow will keynote the second day of the 2017 Marcum MicroCap Conference, being presented by accounting and advisory firm Marcum LLP ....

James Carville and Mary Matalin to Keynote Opening Day of 2017 Marcum MicroCap Conference


Press Release

James Carville and Mary Matalin to Keynote Opening Day of 2017 Marcum MicroCap Conference

Political pundits James Carville and Mary Matalin will be the featured keynote speakers on the opening day of the 2017 Marcum MicroCap Conference, on Thursday, June ....

Marcum LLP's SEC Practice Group Tops List for Fastest Growing National Firms


Press Release

Marcum LLP's SEC Practice Group Tops List for Fastest Growing National Firms

Marcum LLP continued its growth trend in net new SEC clients in 2016. The national accounting and advisory firm completed the year with 10 ....

The Huffington Post spoke with Assurance Services Partner Kim Lamplough for their story on the challenges of taking a company public.


As Seen In

The Huffington Post spoke with Assurance Services Partner Kim Lamplough for their story on the challenges of taking a company public.

Taking a private company public is nothing short of building a new company on top of an existing company. In the same manner that the ....

Partner David Bukzin, national leader of Marcum's SEC Services Practice, talks IPOs with US News & World Report.


As Seen In

Partner David Bukzin, national leader of Marcum's SEC Services Practice, talks IPOs with US News & World Report.

Any Hollywood mogul will tell you that certain givens apply when a star's latest film goes public – the media blitz, the slick promotions, the ....

Marcum LLP Leads in SEC Audit Clients and IPO Market Share for First Half of 2016


Press Release

Marcum LLP Leads in SEC Audit Clients and IPO Market Share for First Half of 2016

The SEC Practice group of Marcum LLP, a top national accounting and advisory services firm, led the accounting industry on two important benchmarks in the ....

Raising Capital Under Regulation A+


SEC Insights - August 2016

Raising Capital Under Regulation A+

Remember when raising funds in the capital markets was only for large companies? Did you think the IPO process was too burdensome and only possible ....

SEC Practice Leader David Bukzin was quoted by Equities.com in its coverage of the IPO Readiness Panel at the 28th Annual ROTH Conference.


As Seen In

SEC Practice Leader David Bukzin was quoted by Equities.com in its coverage of the IPO Readiness Panel at the 28th Annual ROTH Conference.

The IPO Readiness Panel at the 28th Annual ROTH Conference Tuesday pulled no punches in laying out the daunting task of going public. Long recognized ....

Marcum Leads Non-Big Four Accounting Firms in IPO Audits for 2015


Press Release

Marcum Leads Non-Big Four Accounting Firms in IPO Audits for 2015

Marcum LLP performed more audits in connection with Initial Public Offerings ("IPOs") in 2015 than all other non-"Big Four" accounting firms, according to industry ....

Marcum Leads Top Firms in Q4 Audit Clients, reports Accounting Today.


As Seen In

Marcum Leads Top Firms in Q4 Audit Clients, reports Accounting Today.

Top 100 Firm Marcum took the top spot among large audit firms in bringing in new Securities and Exchange Commission audit clients in the fourth ....

Marcum Leads in Net New SEC Clients for 4th Quarter, Only Firm with Continual Growth in 2015


Press Release

Marcum Leads in Net New SEC Clients for 4th Quarter, Only Firm with Continual Growth in 2015

Marcum LLP, a top national accounting and advisory services firm, led the accounting industry in most net new SEC clients in the fourth quarter of ....

Marcum LLP Featured in Inside Public Accounting Article,


As Seen In

Marcum LLP Featured in Inside Public Accounting Article, "Marcum Leads Non-Big 4 Accounting Firms in IPO Audits."

New York-based Marcum (FY14 gross revenue of $385 million) performed more audits in connection with Initial Public Offerings (IPOs) than all other non-Big 4 accounting ....

Marcum Leads Non-Big Four Accounting Firms in IPO Audits


Press Release

Marcum Leads Non-Big Four Accounting Firms in IPO Audits

Marcum LLP performed more audits in connection with Initial Public Offerings ("IPO") than all other non-Big Four accounting firms year-to-date.

Article by Jeffrey Zudeck, Partner-in-Charge, Philadelphia Region,


As Seen In

Article by Jeffrey Zudeck, Partner-in-Charge, Philadelphia Region, "Microcaps: Understand the Risks and Reap the Rewards," Featured in The Metropolitan Corporate Counsel

Whether you're an issuer or an investor, playing in the microcap arena can be riskier than with other forms of investment, at times significantly so. ....

SEC/Transaction Services Brochure

SEC/Transaction Services Brochure

DOWNLOAD
 
 

Contacts

Select the region to view contacts.

David C. Bukzin, Vice Chairman, Assurance
Practice Leader
Vice Chairman
Assurance
New York, NY
NY

Michael K. Brooder, Office Managing Partner, Assurance
Office Managing Partner
Assurance
Hartford, CT
CT

Michael  Curto, Partner, Assurance
Partner
Assurance
Fort Lauderdale, FL
FL

Joseph  DeSimone, Partner, Assurance
Partner
Assurance
Philadelphia, PA
PA

John  Gabriel, Partner, Assurance
Partner
Assurance
West Palm Beach, FL
FL

Edward  Hackert, Partner, Assurance
Partner
Assurance
New York, NY
NY

 
Kim  Lamplough, Partner, Assurance
Partner
Assurance
Fort Lauderdale, FL
FL

John J. McGonigal, Partner-in-Charge, Assurance - Philadelphia, Assurance
Partner-in-Charge
Assurance - Philadelphia
Assurance
Philadelphia, PA
PA

Bruce  Roff, Partner, Assurance
Partner
Assurance
New York, NY
NY

Anthony  Scillia, Regional Managing Partner, Assurance
Regional Managing Partner
Assurance
New Haven, CT
CT

Natalie  Verbanac, Partner, Assurance
Partner
Assurance
New York, NY
NY

Jeffrey D. Zudeck, Regional Managing Partner, Assurance
Regional Managing Partner
Assurance
Philadelphia, PA
PA

 
 
 
HAVE A QUESTION? ASK MARCUM
 
 
STAY IN TOUCH.

SIGN UP TODAY FOR MARCUM'S NEWSLETTERS.

ABOUT MARCUM LLP

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

Learn More

CONNECT WITH US
OFFICES

Headquarters
750 3rd Avenue, 11th Floor
New York, NY 10017

Find an Office

(855) MARCUM1
info@marcumllp.com

FOUNDATION

Marcum Foundation

AFFILIATIONS

Leading Edge Alliance

Privacy Policy

This website uses cookies to learn how visitors interact with our website so that we can improve our services and your online experience. By using this website, you agree to our privacy policy.