MERGERS & ACQUISITIONS

When 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.

WilliamsMarston Mergers & Acquisitions Consulting Services

WM has the expert research, financial and strategic capabilities that support each step of your transaction.

  • Financial Due Diligence

  • Significant Subsidiary Test

  • Working Capital Adjustments

  • Audit Preparation

  • Purchase Accounting

  • Policy Alignment

  • Post-Merger Integration

  • Form 8-K

  • Pro Forma Financials

  • Internal Controls

  • SOX Compliance

  • Interim Management

  • DIVESTITURES

    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.

    WilliamsMarston Divestiture Consulting Services

    WM provides a number of services to streamline and accelerate the divestiture process.

    • Sell-Side Due Diligence

    • Audit Preparedness

    • Technical Accounting

    • Standalone Financials

    • Expense Allocation

    • Pro Forma Financials

  • Goodwill Impairment

  • Shared Assets and Liabilities

  • Intercompany Transactions

  • Discontinued Operations

  • Form 8-K

    INITIAL PUBLIC OFFERINGS

    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.

    WilliamsMarston IPO Consulting Services

    WM will help prepare you for an external audit and advise your leadership team on the SEC reporting process to ensure a successful offering.

    • Readiness Assessments

    • Project Management

    • Audit Preparation

    • Stock-Based Compensation

    • Cheap Stock

    • Preferred Stock

    • Stock Splits

  • Convertible Debt

  • Form S-1

  • SEC Comments

  • SOX Compliance

  • Process Improvement

  • Earnings Per Share

  • Pro Forma Financials

  • INTERIM MANAGEMENT

    INTERIM MANAGEMENT

    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.

    We quickly deploy professionals to work alongside your team, ensuring continuity and maintaining momentum. Our engagements, which often involve office of the CFO support, typically last three to six months, offering the flexibility and capabilities needed to keep your business moving forward without interruption.

    WilliamsMarston Interim Management

    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.

    • Chief Financial Officer

    • Chief Accounting Officer

    • Chief Restructuring Officer

    • Corporate Development

    • Controller

  • Director of FP&A

  • Revenue Manager

  • Internal Audit

  • SEC Reporting Manager

  • COMPLEX TECHNICAL ACCOUNTING

    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.

    WilliamsMarston Technical Accounting Services

    WM can support you with a variety of technical accounting services for complex transactions and operational efficiency.

    • Revenue Recognition

    • Business Combinations

    • Financial Instruments and Derivatives

    • Lease Accounting

    • Consolidation and Equity Method Investments

    • Accounting Changes and Error Correction

  • Stock-Based Compensation

  • Debt and Equity Instruments

  • Inventory Accounting

  • Restructuring and Exit Costs

  • Financial and SEC Reporting

  • Impairment of Intangibles and Long-Lived Assets

    FINANCE EFFECTIVENESS

    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.

    WilliamsMarston Finance Effectiveness Services

    Our proven experts enable you to streamline your financial processes, eliminating redundancy and achieving lasting results and efficiencies.

    • Scoping and Risk Assessments

    • Re-engineering and Process Documentation

    • Lean and Six Sigma

    • Evaluation of AI Process and Control Solutions

    • Controls Automation

  • Design Effectiveness

  • Control Identification and Rationalization

  • Identification of Gaps and Remediation

  • Deficiency Assessments

  • IT General Controls and IT Risk Assessment

  • FINANCIAL PLANNING & ANALYSIS CONSULTING

    FINANCIAL PLANNING & ANALYSIS CONSULTING

    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.

    FORENSIC ACCOUNTING

    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.

    WilliamsMarston Forensic Accounting Services

    WM seasoned experts are here to provide the relevant information and support you need to evaluate and resolve your forensic accounting matters.

    • Commercial Disputes

    • Investigations

    • Compliance

    • Forensic Accounting

    • Post-Acquisition Disputes

  • Data Analysis

  • Economic Damages

  • Business Valuation

  • Neutral/Independent Services

  • Fraud/Misappropriation

  • CONNECT WITH OUR ADVISORY LEADERS

    Ready for clear guidance and powerful outcomes? Reach out to our Accounting Advisory Services team today.

    Meet the Team