Mergers & Acquisitions
Mergers & Acquisitions Advisory
Strategic Guidance for Complex Deals
When considering a merger, acquisition, or the sale of your business, you need expert support to protect your interests and maximize your deal’s value. We guide you through every phase of an M&A transaction – from initial valuation and due diligence to deal structuring and post-merger integration. Backed by our multidisciplinary team (CPAs, financial analysts, and in-house tax lawyers) and over 35 years of deal experience, we ensure you understand all the risks and benefits before you sign. Our experts will uncover any financial or tax issues during due diligence, structure the transaction for optimal tax outcomes, negotiate terms alongside you, and plan a successful integration or transition. With Mackisen’s support, you can pursue even the most complex mergers or acquisitions confidently and strategically for the best possible outcome.
Services Include:
Buy-Side & Sell-Side Advisory: Full representation and advice for buyers or sellers in business transactions. We help identify opportunities, screen potential targets or buyers, and ensure you get the best price and terms whether you’re acquiring a company or divesting one. Our seasoned negotiators protect your interests and maximize value on either side of the deal.
Financial Due Diligence: A thorough examination of financial statements, quality of earnings, cash flows, and liabilities of the target company to identify risks or required adjustments. We leave no stone unturned – verifying revenues, uncovering hidden debts or obligations, and assessing the true financial health of the business – so you can make an informed decision with no surprises.
Valuation Services: Independent business valuation using proven methodologies (Discounted Cash Flow, comparables, asset-based valuation, etc.) to determine a fair market value. Knowing what a business is truly worth strengthens your negotiation stance and ensures you neither overpay nor undersell in the transaction.
Tax-Efficient Deal Structuring: Expert guidance on structuring the deal (e.g. share purchase vs. asset purchase, earn-outs, rollover equity) to minimize taxes for both sides. We address complex issues like GST/HST on asset sales and make use of provisions such as the lifetime capital gains exemption when applicable – ensuring you keep as much of your profit as possible within legal means.
Negotiation Support: Skilled negotiation strategies and support at the bargaining table to secure favorable terms. We help draft and review Letters of Intent (LOIs), purchase agreements, and other documents, making sure the terms (price, payment structure, non-competes, etc.) align with your goals. Our team works to mitigate risks and prevent deal-breakers, keeping the transaction on track.
Post-Merger Integration Planning: Hands-on support for merging operations after the deal closes. We assist in consolidating accounting systems, aligning financial reporting and controls, integrating teams, and advising on organizational restructuring. The goal is a smooth merger of operations and company cultures to realize synergies quickly and preserve the value created by the deal.
CTA: Start Your M&A Consultation Today – Ready to explore a merger, acquisition, or sale? Contact us now for a free, confidential consultation with our M&A specialists. We’ll help you chart the optimal path and handle the heavy lifting so you can close your deal with confidence.
IPO & Public Company Advisory
Go Public with Confidence – Compliance & Growth
Thinking of going public? Our IPO and capital markets advisory services guide you through the rigorous journey of becoming a public company. From planning your IPO strategy to ringing the bell on opening day (and beyond), we ensure you are fully prepared and compliant. We help you prepare financial reporting to IFRS standards, implement strong internal controls, and meet all securities regulatory requirements so that you “go public” ready to impress regulators and investors alike. Going public is a complex, time-consuming process – but with our team’s guidance (CPAs, CFO-level advisors, and legal compliance experts), you’ll navigate each step smoothly. From IPO readiness assessments to managing investor relations post-listing, we’ll position your company for success on the stock market and continue to support you in meeting all public company obligations. Mackisen’s capital markets experts are by your side to maximize your offering’s success and set the foundation for robust growth as a public enterprise.
Services Include:
IPO Readiness Assessment: Comprehensive evaluation of your company’s preparedness for an IPO. We analyze your financial performance, corporate structure, governance practices, and reporting systems to identify gaps. You’ll receive a detailed roadmap to address weaknesses (e.g. need for audited financial statements, board composition, or improved internal processes) before approaching investors or regulators.
IFRS Conversion & Financial Reporting: We guide you in converting your financial statements from private GAAP (or ASPE) to IFRS, which is mandatory for publicly listed companies in Canada. Our team helps restate historical financials, implement new accounting policies, and produce accurate, IPO-ready financial statements. The result: transparent, standardized financial reporting that meets stock exchange and investor expectations.
Securities Compliance & Regulatory Filings: Expert assistance in preparing all required regulatory documents for going public. This includes drafting or reviewing your prospectus, continuous disclosure documents, and meeting all Ontario Securities Commission (OSC) / Canadian Securities Administrators (CSA) requirements. We ensure you tick every box – from prospectus financials and MD&A to meeting National Instrument guidelines – so regulators approve your listing.
Internal Controls Implementation (NI 52-109): Establishing robust internal controls over financial reporting and corporate governance procedures. We help you implement frameworks in line with NI 52-109 (Canada’s equivalent to Sarbanes-Oxley) so that your CEO/CFO certifications are backed by solid processes. By strengthening internal controls and IT systems before the IPO, you build investor confidence and reduce the risk of financial misstatements or compliance issues down the line.
Investor Relations & Post-IPO Support: Ongoing advisory to help you thrive as a public company. We assist with establishing effective investor relations strategies – from crafting clear financial disclosures and earnings calls to managing shareholder inquiries. Our advisors ensure you understand and meet continuous disclosure obligations (like timely quarterly financials, annual reports, and material change reporting). Post-IPO, we continue to provide guidance on compliance, financial planning, and strategic decisions to fuel your growth while you navigate the capital markets.
Mergers & Acquisitions Advisory
Strategic Guidance for Complex Deals
When considering a merger, acquisition, or the sale of your business, you need expert support to protect your interests and maximize your deal’s value. We guide you through every phase of an M&A transaction – from initial valuation and due diligence to deal structuring and post-merger integration. Backed by our multidisciplinary team (CPAs, financial analysts, and in-house tax lawyers) and over 35 years of deal experience, we ensure you understand all the risks and benefits before you sign. Our experts will uncover any financial or tax issues during due diligence, structure the transaction for optimal tax outcomes, negotiate terms alongside you, and plan a successful integration or transition. With Mackisen’s support, you can pursue even the most complex mergers or acquisitions confidently and strategically for the best possible outcome.
Services Include:
Buy-Side & Sell-Side Advisory: Full representation and advice for buyers or sellers in business transactions. We help identify opportunities, screen potential targets or buyers, and ensure you get the best price and terms whether you’re acquiring a company or divesting one. Our seasoned negotiators protect your interests and maximize value on either side of the deal.
Financial Due Diligence: A thorough examination of financial statements, quality of earnings, cash flows, and liabilities of the target company to identify risks or required adjustments. We leave no stone unturned – verifying revenues, uncovering hidden debts or obligations, and assessing the true financial health of the business – so you can make an informed decision with no surprises.
Valuation Services: Independent business valuation using proven methodologies (Discounted Cash Flow, comparables, asset-based valuation, etc.) to determine a fair market value. Knowing what a business is truly worth strengthens your negotiation stance and ensures you neither overpay nor undersell in the transaction.
Tax-Efficient Deal Structuring: Expert guidance on structuring the deal (e.g. share purchase vs. asset purchase, earn-outs, rollover equity) to minimize taxes for both sides. We address complex issues like GST/HST on asset sales and make use of provisions such as the lifetime capital gains exemption when applicable – ensuring you keep as much of your profit as possible within legal means.
Negotiation Support: Skilled negotiation strategies and support at the bargaining table to secure favorable terms. We help draft and review Letters of Intent (LOIs), purchase agreements, and other documents, making sure the terms (price, payment structure, non-competes, etc.) align with your goals. Our team works to mitigate risks and prevent deal-breakers, keeping the transaction on track.
Post-Merger Integration Planning: Hands-on support for merging operations after the deal closes. We assist in consolidating accounting systems, aligning financial reporting and controls, integrating teams, and advising on organizational restructuring. The goal is a smooth merger of operations and company cultures to realize synergies quickly and preserve the value created by the deal.
CTA: Start Your M&A Consultation Today – Ready to explore a merger, acquisition, or sale? Contact us now for a free, confidential consultation with our M&A specialists. We’ll help you chart the optimal path and handle the heavy lifting so you can close your deal with confidence.
IPO & Public Company Advisory
Go Public with Confidence – Compliance & Growth
Thinking of going public? Our IPO and capital markets advisory services guide you through the rigorous journey of becoming a public company. From planning your IPO strategy to ringing the bell on opening day (and beyond), we ensure you are fully prepared and compliant. We help you prepare financial reporting to IFRS standards, implement strong internal controls, and meet all securities regulatory requirements so that you “go public” ready to impress regulators and investors alike. Going public is a complex, time-consuming process – but with our team’s guidance (CPAs, CFO-level advisors, and legal compliance experts), you’ll navigate each step smoothly. From IPO readiness assessments to managing investor relations post-listing, we’ll position your company for success on the stock market and continue to support you in meeting all public company obligations. Mackisen’s capital markets experts are by your side to maximize your offering’s success and set the foundation for robust growth as a public enterprise.
Services Include:
IPO Readiness Assessment: Comprehensive evaluation of your company’s preparedness for an IPO. We analyze your financial performance, corporate structure, governance practices, and reporting systems to identify gaps. You’ll receive a detailed roadmap to address weaknesses (e.g. need for audited financial statements, board composition, or improved internal processes) before approaching investors or regulators.
IFRS Conversion & Financial Reporting: We guide you in converting your financial statements from private GAAP (or ASPE) to IFRS, which is mandatory for publicly listed companies in Canada. Our team helps restate historical financials, implement new accounting policies, and produce accurate, IPO-ready financial statements. The result: transparent, standardized financial reporting that meets stock exchange and investor expectations.
Securities Compliance & Regulatory Filings: Expert assistance in preparing all required regulatory documents for going public. This includes drafting or reviewing your prospectus, continuous disclosure documents, and meeting all Ontario Securities Commission (OSC) / Canadian Securities Administrators (CSA) requirements. We ensure you tick every box – from prospectus financials and MD&A to meeting National Instrument guidelines – so regulators approve your listing.
Internal Controls Implementation (NI 52-109): Establishing robust internal controls over financial reporting and corporate governance procedures. We help you implement frameworks in line with NI 52-109 (Canada’s equivalent to Sarbanes-Oxley) so that your CEO/CFO certifications are backed by solid processes. By strengthening internal controls and IT systems before the IPO, you build investor confidence and reduce the risk of financial misstatements or compliance issues down the line.
Investor Relations & Post-IPO Support: Ongoing advisory to help you thrive as a public company. We assist with establishing effective investor relations strategies – from crafting clear financial disclosures and earnings calls to managing shareholder inquiries. Our advisors ensure you understand and meet continuous disclosure obligations (like timely quarterly financials, annual reports, and material change reporting). Post-IPO, we continue to provide guidance on compliance, financial planning, and strategic decisions to fuel your growth while you navigate the capital markets.
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04