We offer an unparalleled, unique combination of professional experience and service. We provide from one source virtually all of the professional services clients need.


    A merger or acquisition is the fastest way for a business to dramatically change its position in the market place. However, buying all or part of a business is one of the most complex strategic moves a company can make. Either transaction can alter the fundamental dynamics of an organization almost overnight by changing the scope and breadth of the products or services it provides, as well as the model under which it competes. The potential rewards are that many mergers and acquisitions can contribute to growth by broadening product lines, increasing market share, strengthening a financial position, stabilizing a cyclical or seasonal business and providing key technical talent.

    Our merger, acquisition and disposition practice provides high-quality, comprehensive and strategically-focused tax, accounting and advisory services. Through our global network of resources, we have immediate access to our team of specialists, comprised of members from multiple disciplines, each bringing the special skills our clients need to find, evaluate, negotiate, structure, finance and complete a transaction.

    • Support our clients in the evaluation process
    • Review and analyze potential targets for acquisition
    • Provide guidance in negotiations
    • Provide due diligence services
    • Provide valuation services



    Xnergy Financial serves as a valuable and proven execution partner to ensure the best price, terms and conditions to maximize value. We have been expanding and maintaining our connections with strategic and financial buyers to provide our clients the best choice and offer in the market. Our sell side team and valuation expert provide a number of advantages for a seller:

    • Identify and present offers to a diverse buyer universe leading to more competition and a maximum price.
    • Due diligence process to identify and resolve potential issues.
    • Negotiate aggressively on behalf of clients, so as not to damage relationship with acquirer (with whom management might work post-sale).
    • Minimize distraction to the management team who still must operate the business day-to-day.
    • Leverage experienced professionals dedicated to the M&A process full time, with significant track records of getting deals done.
    • Our professionals are focused on the middle market and we provide significant attention and focus to each assignment.

    • Execution expertise developed at top-tier institutions, so comfortable with sophisticated buyers.
    • Evaluate financial statements, historical and projected cash flows and earnings and capital expenditures
    • Assess quality of assets
    • Identify cost reduction opportunities, contingencies and commitments
    • Identify and quantify risks, opportunities and tax strategies
    • Evaluate employee benefits, technology systems and risk management practices

    Based upon the review, which consists of financial, business, legal and tax considerations, we help our client structure the transaction for optimal results, leveraging general business and tax advantage points.We help each client find the right buyer, negotiate the right price, and design the right deal.

    We also provide additional support services including:

    • Input into contract and credit negotiations
    • Transaction closing and financing assistance
    • Merger integration
    • Post-transaction evaluation