Transaction Services

The financial advisory services team of KPMG Somekh Chaikin advises clients at all stages of transaction, beginning with the stage of examining the feasibility of the transaction, to continuous advice in the course of the transaction and negotiations for closing it, to formulating an integration strategy. Through this comprehensive support, we assist firms to achieve optimal results, both at the transaction level and in achieving the goals of the transaction.

Advantages of KPMG’s transaction services

• Assistance and support at all stages of the transaction, from the basic strategy to integration: examining the viability of the transaction, performing due diligence, and, as a final stage, assistance in the integration process.
• Access to KPMG’s extensive information sources and professional advisors all over the world (The global network numbers over 1,000 advisors.)
• Work teams combining a variety of disciplines, with backgrounds in economics, finance, accounting, taxation, law, management, and organizational methods.
• A professional team with experience in many transactions, with a focus on accompaniment of transactions.
• A high level of client service awareness.
• Advanced and proven work methodologies.
• Extensive experience in working opposite foreign entities.

Analysis of the feasibility of a transaction

• Estimation of business potential of an investment in the target firm.
• Evaluation of the transaction in the light of the firm’s overall strategy – determining the goals of the transaction.
• An initial evaluation of the proposed transaction structure.
• An initial business review of the firm and the relevant market:
• –  Synergy with the target firm.
• –  Financial data and business trends.
• –  Competition standing of the target firm.
• Identifying and analyzing key risks in a transaction: strategic, business, organizational, cultura, and operational.

Due diligence and transaction support

• Collecting, analyzing, and processing business financial information about the target firm.
• Identifying business and strategic risks in the target firm.
• Identifying accounting and tax exposures.
• Assistance in planning the optimal transaction structure.
• Advice on financial aspects of the transaction agreement, including a mechanism for determining the price.
• Assistance in managing negotiations to close the transaction.
• Identifying areas of risk in the target firm and the transaction that must be addressed after the transaction is completed.

Advice on integration strategy

• Assistance in formulating an integration plan for realizing the goals set as part of the strategy of investment in the target firm.
• Management of the integration process during the period after the transaction is closed, with an emphasis on assimilation of strategic goals, merging of organization systems, adaptation of the human resources and computer systems, and support in accounting and taxation.
• Examining various indices for measuring the success of the transaction

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