Transaction Solutions by Strategic Acquisition Team

Solutions for mergers, acquisitions, and other market transactions are complex, time-sensitive, and highly specialized. Therefore, M&A and finance professionals want partners knowledgeable about deal sourcing, transaction procedures, and investment strategies and sensitive to their objectives and difficulties.

Insurance capital has developed into a valuable instrument to support M&A transactions and enhance deal and business results, from reducing deal-breaking risks from a merger or acquisition to filling a balance sheet reserve need. Strategic Acquisition Team provides individualized service to its customers because we recognize that every transaction is unique. We are complicated matter specialists who can add assurance to your particular scenario to maximize value. Our helpful, knowledgeable team is prepared to see your transaction from contract to close.

Looking for Expert Transactions Solutions? Make an Appointment with Strategic Acquisitions Team Call 843-671-4200 Today!

What are Transaction Solutions Services

When a commercial transaction occurs, a professional services company will often provide a third-party service known as a transaction solution service. For example, a merger or purchase of a firm would illustrate a commercial transaction.

Completing due diligence reports is the most typical duty that a transaction service provider would concentrate on (ensuring the viability and legality of the transaction on behalf of the client). In addition, these services are provided to safeguard customer assets and promote their expansion.

Transaction Solutions Industries
We Work In

All our work ultimately helps our customers make wiser choices that will safeguard and develop better business outcomes. Here are some of the areas we work in:

Commercial Risk Management

Changes in technology, economics, and geopolitics are producing unprecedented volatility. We assist customers in determining, evaluating, and controlling their risk exposure.

Health Services

Workers’ requirements vary greatly, but expenditures are growing, and health is deteriorating. We assist businesses in enhancing worker health and wellness while controlling expenses.

Reinsurance Alternatives

Communities, businesses, and governments all need to become more resilient. Our knowledge and insight assist re/insurers in navigating new waters and developing more relevant solutions.

Wealth Management

Navigating the global corporate world is becoming more and more challenging. Our assistance enables employers, fiduciaries, and investment officers to maximize performance and provide their stakeholders with a more secure future.

Our Transaction Solutions Services:

Representation and Warranties Insurance

Concerns about known and unknowable hazards that might prevent a sale from completing or leave buyers with unwelcome responsibilities can be alleviated by representations and warranties insurance. Representations and warranties insurance is a tried-and-true tool that enables deal professionals to bridge gaps between both sides and helps improve deal outcomes by protecting against unanticipated breaches of representations and warranties. In addition, representations and warranties insurance addresses the risk of sellers and buyers not achieving their desired goals.

Our team of former practicing M&A attorneys and specialists working on your deal from across states and the world will professionally handle it the whole way through. We will work as an extension of your transaction team because we recognize every deal’s complexity, urgency, and individuality. We can help you complete your agreements on schedule with the most value realized because Strategic Acquisition Team can help you spot deal-breakers before they become red-flag concerns.

What Sellers Can Do:

  • Accelerate the sale’s progress
  • Exit agreements
  • Bring in the best bids
  • Obligations for post-closing indemnification to be reduced or eliminated
  • Lowering potential liabilities
  • Safeguarding passive sellers

What Buyers Can Do:

  • A higher maximum indemnity
  • Increase survival times
  • become more appealing to bidders
  • Safeguard essential connections with the target’s management
  • Reduce the worries of distressed or credit-challenged vendors about payment collection
  • Receive redress for unidentified problems

Protect Against Unforeseen Tax Obligations

Tax insurance safeguards you if an investment or tax situation is not given the desired tax treatment. Losses such as those related to taxes owed, fines, and gross-up amounts for unpaid taxes on insurance profits are all covered by this. Additionally, it may pay for any contest expenses related to defending the covered position.

Tax insurance assures taxpayers of handling their U.S. federal, state, municipal, and overseas tax positions, working similarly to a private letter ruling. In addition, an efficient and affordable way to guard against an unforeseen or significant impact on financial statements and profits is via tax insurance. Private equity sponsors and their portfolio firms, Fortune 500 corporations, and other players in cross-border M&A and financial transactions are some Strategic Acquisition Team customers who depend on tax insurance.

Tax insurance enables corporations to:

  • Achieve clarity in the absence of an IRS private letter decision
  • Effectively distribute the economic risk of a tax loss
  • Avoid or mitigate the effect of FIN 48 reserves on the financial statements
  • Reduce the risk of counterparty default in tax indemnity contracts.
  • Discuss the low likelihood of a significant loss
  • Replace or scale down the escrow that a seller demands
  • Extend or increase the seller’s escrow and indemnification for the buyer’s advantage.

Litigation Risk Insurance Solutions

The possibility of an expensive or disastrous loss from ongoing litigation may reduce shareholder value, compel reserve requirements that might severely affect cash flow, or obstruct the completion of a merger or acquisition.

Even when the plaintiff wins a sizable judgment in court or arbitration, companies may safeguard against the possibility that the decision will be partly or overturned on appeal, that the awarded damages will be reduced, and that early payment of the award will be permitted.

Parties to a lawsuit might also take precautions to avoid incurring hefty legal fees throughout the procedures. The options for reducing risk and making money from litigation and arbitration are becoming more complex and may be specifically designed to meet clients’ needs.

Credit Solutions Unlock Sources of Alternative Credit and Working Money

The credit solutions offered by Strategic Acquisition Team for M&A are customized for transactions. Our working capital approach, which makes use of our data & analytics, enables us to apply and create non-payment insurance, surety, and political risk insurance solutions to:

  • Arbitrage the banking and insurance regulatory structure to reduce the cost of capital
  • Off-balance sheet provision for transaction-related collateral demands
  • Shorten the cash conversion time for specific assets and portfolios to provide short-term financing with integrated finance solutions and decision assistance.

Customized Solutions for Contingent Risk

Strategic Acquisition Team transforms complicated risks into chances. We have taken the lead in creating solutions to deal with complicated financial concerns. As a crucial component of clients’ M&A, corporate, and capital strategies, our specialized team of highly skilled capital markets and financial professionals deploys insurance capital in a radically different way to address market inefficiencies, lower costs, increase margins, and remove risk from the balance sheet.

Strategic Acquisition Team organizes money for challenging, expensive issues:

  • Risks requiring reserves of cash or credit
  • Deal-breaking risks in M&A transactions

Solutions For Transactions Claims Advocacy

Strategic Acquisition Team increases its client’s value at every stage of the transaction lifecycle. As a result, we have seen phenomenal growth in its M&A insurance business. As a result, a comparable rise in the number of claims for damages against those policies has coincided with the growth in the number of policies produced. In addition to the most experienced M&A-experienced brokerage team in the industry, Strategic Acquisition Team is dedicated to offering clients access to a highly skilled group of claims advocates, whose primary responsibility is to assist clients throughout the claims process, from the filing of the initial notice to final resolution with the insurer. In addition, we have extensive expertise in resolving various management responsibility issues. Together, we contribute a seasoned perspective to the negotiation of claims on behalf of our customers.

What to Expect from Transaction Solutions

Transaction service teams provide experienced financial advice on mergers and acquisitions and other business transactions to aid in the safety and expansion of a firm. They often have extensive training in every facet of banking and financial administration.

The transaction services team will inquire into the firm’s worth and viability in issue while working on a merger (the uniting of two companies) or an acquisition (one company buying another). In addition, they provide additional risk analysis, market research, and financial modeling services.

Due diligence is a vital component of transaction services. All information and financial documents submitted by both parties to the transaction must be honest and correct, which is ensured via the due diligence process. This often entails thorough financial analysis and several audits communicated to the customer. Typically, an analyst position will be the first position in a career in transaction services. An analyst carries out research, assists, and counsels clients, and recognizes opportunities. The transaction service provider’s position includes a significant amount of research and analysis. Thus they must have a thorough understanding of the sector and the companies that makeup it.

Deal Solutions Lifecycle

At every step of the deal lifecycle, evaluate and handle complex financial risks and M&A transactions across sectors and continents. Strategic Acquisition Team aims to create solutions that enhance transaction and business outcomes for businesses, private equity, legal and financial consultants, and investors.

Choosing the Best Target and Making the Purchase

The Strategic Acquisition Team lays the groundwork for achievement. To ensure that a merger or acquisition is victorious over the long term, we start by choosing the best target that meets your company’s aims for expansion and understanding the possibilities and dangers involved. In this crucial stage, the Strategic Acquisition Team supports you in strategically evaluating a target’s underlying intellectual property, identifying inherent hazards, and transferring transaction risks to better future deal results.

Develop, Market, and Close

Strategic Acquisition Team offers customers strategic advice to increase their returns and achieve better results. Optimizing profits, creating and articulating value, managing continuing business risks, and negotiating a solid sale is essential. Strategic Acquisition Team offers comprehensive risk management packages that cover both classic and new risks, as well as strategic help for building value capture strategies that are intended to maximize your intellectual property assets. Then, when the time comes to sell, we assist you in structuring your agreement to enhance results and promote success.

Integration Following the Merger

To achieve long-term success, Strategic Acquisition Team provides solutions to enhance business processes and people integration. Organizations must work closely together during mergers and acquisitions to manage risks and find efficiencies in people management and business operations. Additionally, as a factor in long-term M&A success, there is a need for strong ties between business and transaction goals and integration of their human capital integration plan. Strategic Acquisition Team offers a variety of risk, human capital, and capital management solutions to support businesses in their integration efforts.

Capital and Portfolio Risk Management

Strategic Acquisition Team handles common and complicated business and financial risks to protect investments and boost profits. The risk may be turned into an opportunity with the right resources and knowledge. Strategic Acquisition Team offers strategic guidance and solutions to build efficient risk management programs, uncover efficiencies in corporate and private equity portfolios, and handle unique and complicated financial risks.

Frequently Asked Questions:

What Do You Do in Transaction Advisory Services?

With services including business modeling, M&A, and valuations, transaction advisory services (TAS) units of accounting firms assist businesses in evaluating and navigating corporate deals.

What is a Transaction Merger?

Joining two businesses results in either a single corporate organization or a parent-holding and subsidiary firm structure. This is known as a merger or acquisition transaction. The parties’ competitiveness level and the merger’s legal framework may be used to classify them.

Why is Business Transaction Important in Business?

Business transactions are important in businesses because they provide an abstract view of the interactions among organizations to achieve a commercial objective. Technically, the development and future of a firm are built on its transactions.

Your Expert Transactions Solutions Partner

At Strategic Acquisition Team, our highly skilled team applies expertise in corporate finance, litigation, M&A, capital markets, and risk to structure solutions that reduce costs, boost margins, and strategically manage capital. From addressing risks that negatively affect a balance sheet to realizing efficiencies for your business or portfolio companies

Is Your Business in Need of a Transactions Solutions Partner? Contact Strategic Acquisitions Team Today! Call 843-671-4200!

Strategic Acquisition Team
800 Main St., Hilton Head Island, SC 29926
843-671-4200