Mergers & Acquisitions

Representing Buyers and Sellers of Privately Held Middle Market Businesses

At Davie Kaplan we recognize that the sale of a business is an emotional, time consuming and technically complex transaction. By relying on our experience, business owners will be relieved of many of the burdens and pressures associated with a sale by allowing our firm to help maximize shareholder value and bring a seasoned, objective perspective to the process.

Maximizing Owner Benefits

Davie Kaplan’s role is far more than acting as a simple intermediary. We are involved from the outset, from clarifying the buyer’s or seller’s goals through closing the transaction. We can provide comprehensive management of the entire process or handle specific areas of the transaction. Among the services we provide are due diligence work, assisting management teams in management buyouts and the drafting of buy/sell and deferred compensation agreements to ensure business continuity and the retention of key personnel after a sale has been completed. And of course, all strategies are structured with the goal of minimizing our clients’ taxes.