WilliamsMarston Clears the Way for a Foreign Entity Acquisition
Learn how WM assisted a $250 million public company in acquiring a foreign entity, necessitating the first-time audit of five separate entities under U.S. GAAP.
Read the Case StudyWhen it comes to mergers and acquisitions (M&A), buyers and sellers face deep complexity. Our professional advisors apply their knowledge and expertise to the entire transaction lifecycle—minimizing disruption and helping you meet critical deadlines.
On the buy side, we can assist with financial due diligence, purchase accounting, post-merger integration and SEC reporting. On the sell side, we help companies prepare for diligence, positioning them for the most successful exit possible. Count on WM to see you through.
WM has the expert research, financial and strategic capabilities that support each step of your transaction.
Whether you’re looking to unlock value through a carve-out or spin-off, or sell an asset that is no longer aligned with your organization’s strategic roadmap, WM can help you divest assets and operations to generate cash, improve operating performance and refocus on your core business. Regardless of the economic conditions, industry dynamics or regulatory environment, our professionals can accelerate the divestiture process and drive the success of your business.
WM provides a number of services to streamline and accelerate the divestiture process.
Avoid surprises and delays in the IPO process with WM. Clients across various industries and states of readiness have seen their way through to successful IPOs with WM by their side, working closely with auditors, attorneys and investment bankers throughout the entire process.
From assessing IPO readiness to providing hands-on assistance with preparing historical, pro forma and selected financial data, WM will ensure you move forward in full compliance with SEC requirements to successfully take your company public.
WM will help prepare you for an external audit and advise your leadership team on the SEC reporting process to ensure a successful offering.
WilliamsMarston is your partner in filling leadership gaps, navigating uncertainty, and managing unexpected turnover with ease. Our executive interim management services, including office of the CFO consulting services, provide you with access to highly qualified professionals who combine technical proficiency with operational expertise. Whether you need interim C-Suite, Director, or Managerial level leadership, our experts are ready to step in.
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WM will efficiently bridge your company’s skill and leadership gaps, providing highly qualified professionals for critical roles and ensuring seamless operations during key business periods.
At WM, we excel at addressing the complex technical issues our clients face, allowing management to prioritize operations. Our technical accountants are experts in researching, analyzing, documenting, and implementing solutions for the most challenging transactions and accounting standards.
Count on WM’s extensive experience in a variety of complex technical areas. We stay up-to-date with the latest accounting standards and proactively evaluate the accounting for unique transactions, ensuring your financial reporting is accurate and compliant—so you and your teams can concentrate on day-to-day operations.
WM can support you with a variety of technical accounting services for complex transactions and operational efficiency.
WM’s finance effectiveness experts bring a pragmatic and operational perspective to process improvement and internal controls. With expertise and a relentless dedication to quality and consistency, we identify and resolve challenges before they impact the broader business.
We specialize in solving the most pressing and complex financial problems with services that touch multiple aspects of your organization, including post-merger integration. Our proven approach delivers a rigorous assessment and design of processes and internal controls. As a result, our clients leverage our work to eliminate inefficiency and redundancy while lowering costs and mitigating risks.
Our proven experts enable you to streamline your financial processes, eliminating redundancy and achieving lasting results and efficiencies.
Financial planning and analysis (FP&A) is one of the most critical finance functions – yet many organizations lack the resources to do it effectively. WM experts can help you understand your current operations from multiple angles and chart a path to scalable, long-term growth and profitability.
At WM, our cross-functional team of experts consists of former controllers, FP&A specialists and consultants with a deep understanding of financial strategy, forecasting, planning, analytics, key performance indicators (KPIs), financial reporting and other finance-related matters. With the right combination of people, processes and technologies, we’ll help you streamline and deliver a finance capability that propels your organization to exceed its goals.
In today’s world, public and private companies are involved in disputes of all types and frequently have to conduct investigations to evaluate potential wrongdoing or respond to regulatory inquiries. Clients frequently turn to WM professionals to help gather relevant facts and provide reliable and objective advice.
Our multi-disciplinary teams consist of CPAs, CFEs, ABVs, ASAs, CFAs, MAIs, and J.D.s with a deep understanding of the dispute resolution process, investigations, data analytics and compliance matters. We help our clients quickly and efficiently gather and analyze relevant information and data in order to provide clients and their counsel with the information they need to make important business decisions.
WM seasoned experts are here to provide the relevant information and support you need to evaluate and resolve your forensic accounting matters.
Learn how WM assisted a $250 million public company in acquiring a foreign entity, necessitating the first-time audit of five separate entities under U.S. GAAP.
Read the Case StudyReady for clear guidance and powerful outcomes? Reach out to our Accounting Advisory Services team today.
Meet the Team
Partner – Northeast Region Accounting Advisory Leader
Mike brings 17 years of accounting advisory, consulting and executive management experience to WilliamsMarston. Mike advises a variety of clients in the areas of revenue recognition, debt and equity financings, lease accounting, consolidation, IPO readiness, SEC reporting and other complex technical areas. Mike is also one of the firm’s leaders in the life sciences industry with significant experience with collaboration and license agreements, joint-ventures, financial instruments (i.e., convertible debt and preferred stock), stock-based compensation and initial public offerings. His broad industry experience includes software, technology, manufacturing, telecommunications, consumer products and retail.
Prior to WilliamsMarston, he worked as a Senior Manager in the corporate accounting group of a large public pharmaceutical company, where he evaluated the accounting and reporting for collaboration agreements, business combinations, cost accounting and financial planning and analysis. Prior to working in industry, Mike was a Manager in the Accounting Advisory Services practice of KPMG LLP. While at KPMG LLP, Mike advised Fortune 500 companies on the accounting and reporting for revenue recognition, business combinations, restatements and consolidations. He also frequently spoke on behalf of KPMG LLP to clients and industry groups on the latest developments at the FASB and SEC, including the impacts of new accounting standards on organizations in various industries.
Mike is a Certified Public Accountant in both New York and New Jersey and holds a Bachelor of Science in Business Administration with a dual degree in Accounting and Finance, and a Master of Accountancy from West Virginia University.
Partner – South Region Accounting Advisory Leader
Travis has spent 23 years working with private-equity backed companies across a wide spectrum of industries including manufacturing, healthcare, software and services businesses. His expertise involves consistently delivering positive accounting advisory outcomes to clients in the ripples of transaction-related change events, including acquisitions, divestitures, carve-outs and capital market transactions. Travis’ clients and their equity sponsors benefit from his depth of technical accounting expertise combined with a pragmatic, outcome-focused, approach to client service.
Prior to joining WilliamsMarston, Travis was a partner and co-founder of Paradigm Advisory, LLC where he helped build and lead Paradigm’s private equity advisory practice. Travis began his career in PricewaterhouseCoopers LLP’s Private Company Services practice, where he worked with a wide variety of private-equity backed companies.
Travis holds a B.A. in Accounting from The University of Georgia and is a Certified Public Accountant in Georgia.
Partner – West Region Accounting Advisory Leader
Guy brings significant professional experience in accounting, reporting and executive management to WilliamsMarston. Guy recently completed his tenure as a senior partner in EY LLP’s technology audit practice with over 38 years of professional experience, the majority of which was spent in Silicon Valley. While at EY, he served a variety of high-growth technology clients ranging from start-ups to Fortune 500 corporations with a global reach. Guy has extensive experience with merger and acquisition and revenue recognition issues and has worked with many publicly held software, SaaS/Cloud, internet and computer equipment companies on complex accounting, reporting and SEC matters. Guy’s experience includes initial and secondary public offerings, registered and exempt debt offerings in the US and foreign jurisdictions and working with client teams throughout Europe, Asia and South America.
During his tenure at EY, Guy served as the Assurance Leader for EY’s Global Technology Industry Sector for seven years.
Guy holds a Bachelor of Science in Commerce degree in Accounting from Santa Clara University. He is a Certified Public Accountant in California and Nevada.