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M&A Activity

The deal’s in the details. We cover them all for you, every step of the way.

Minimize M&A risk, maximize value and deal success. It’s what we do.

A smooth deal, from strategy to handshake, and beyond

Let us handle the heavy lifting behind the scenes, pre- and post-transaction. When we manage the process, you can focus on the big picture.

The best of their best

We handpick the best people from the firms you already know: Big 4 alums, industry leaders, and proven consultants who have been in the M&A trenches.

Strategic and tactical

Our process doesn’t end with a wave goodbye and a strategy deck you end up using as a paperweight. As true partners, we bring transaction strategies to life.

Happy consultants make happy clients

People do their best work when they’re happy. That’s why we’ve created the absolute best workplace for consultants. No wonder our NPS is over 70% higher than the industry average.

A clear, comprehensive understanding of your operations is key to a successful deal.

Our services simplify deal mechanics and insights for everyone involved.

Pre-Transaction Diligence

Know what you're getting into. We dig deep to uncover potential risks, assess true value, and give you the information you need for confident decisions.

Acquisition Execution

Don't let a good deal fall apart at the seams. We’ll help manage the complexities of the transaction process, ensuring a smooth, efficient, and successful outcome.

Post-Transaction Support

Get the integration right the first time to ensure long-term success. Optimize operations, realize synergies, and drive growth post-transaction with Embark at your side.

Optimization and Growth

M&A is just the first step. After the final handshake, we help you get the absolute most out of your new entity. From tech stack to accounting, HR to ops, we'll ensure you’re primed for success.

Exit Strategies

Maximize your return. Whether it's an IPO, full sale, or strategic divestment, we help you develop an exit strategy that aligns with your goals and achieves the best possible outcome.

M&A Activity

Pre-Transaction Diligence 

Financial due diligence (buy-side and sell-side quality of earnings)

IT, HR, and tax due diligence

Identification of key deal issues

Purchase agreement support 

Acquisition Execution

Technical accounting (acquisition & purchase accounting)

Financial and management reporting

Valuation (ASC 805, purchase price allocation)

Overall transaction project management (IMO/PMO)

Post-Transaction Support

Integration services

Project & change management

Data & technology evaluation

Consolidating & cleaning up data

Financial accounting advisory

Audit prep and support

Reporting (earnouts, covenant compliance, stock comp, etc.)

Accounting and Finance team continuity (interim CFO, controller, etc.)

Optimization & Growth

Data Analytics

Process improvement – Finance & Accounting, IT, HR, Supply Chain & Ops

Technology enablement

Reporting: financial, management (automation, statement creation, optimization)

Interim and fractional CFO services

Working capital optimization

Accounting function stand up or clean up

Outsourcing & team continuity

Bolt-on/add-on/tuck-in acquisitions

Exit: Sale, IPO, Divestiture

Sell-side due diligence

IPO/SPAC readiness

SEC reporting readiness and technology

Overall transaction project management (IMO/PMO)

Technical accounting

Financial reporting

Audit support and readiness

SOX readiness

System integration / consolidation

ESG readiness (sustainability reporting)

Every Embark solution starts with a conversation.

You’ll get a text from an Embark consultant within the hour. Your phone number will be handled with care and respect.
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Featured Case Studies

M&A ACTIVITY

Through a combination of organic growth and key acquisitions, Solo experienced explosive growth in a short amount of time, making an IPO the next logical move. But with a tight timeline and a lean internal finance team, achieving their public listing goals seemed daunting, so they turned to Embark's team of IPO and accounting consultants for help...

View case study
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Featured Case Studies

ACCOUNTING & REPORTING

Praetorian wanted to make a strong impression on potential investors, but its financials needed some polish to inspire confidence for equity funding. That's where Embark enters, ready, willing, and able to address critical accounting and finance needs, paving the way for funding success.

View case study

M&A advisors and solutions for even the most complex transactions

Meet the rest of the team

Drew Solomon

Deals Practice Leader

Chase Anderson, CPA*

Capital Markets Service Leader

Angelica Gonzalez, CPA*

Managing Director

Brad Werner

Managing Director

Will Carroll

Valuation Service Leader

Adam Olsen, CPA*

Head of Quality

Skilled teams of Big 4 alumni, industry veterans, and elite consultants driving your business forward. That’s Embark.

Explore our solutions

What We Do

Our clients are happy. We’re happy. Everybody’s happy.

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Embark has been incredibly helpful in supporting my team through employee transitions as well as through mergers and acquisitions.

Natalie Martin, Vice President, Accounting and Reporting of OpenText

The team is on top of it. They have been understanding and flexible with pricing and timing the engagement. The team, at all levels, is very competent in regards to the project. They stay in constant communication and engage us in a very personal yet professional manner.

Terry Nwosuocha, CPA - Senior Director of Financial Reporting & Accounting of SecurityScorecard

Amazing supportive attitude supported by a deep and broad knowledge and skill. Our requirement is always 1000% fulfilled by Embark team.

Bruce Suzuki, Lyseon North America Inc. (LNAI)

Embark sends the best people, so much so that it makes us think that these people grow on trees. We know they don't and we are grateful for all Embark does for our team.

Brandon Walls, CPA - Vice President, Controller of Ashford Hospitality Trust
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Micron
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M&A Activity resources

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  • M&A ACTIVITY
  • FINANCIAL ACCOUNTING
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Reporting Risk & Controls
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M&A ACTIVITY
Buy-Side Due Diligence: Report Checklist and Guide for M&A and Other Transactions

Caveat emptor. That's really what buy-side due diligence comes down to, protecting you and your stakeholders' collective backside from an investment that goes sideways. And as many buyers will tell you, there are plenty of ways for a purchase – even one that sparkles at first glance – to quickly become a corporate albatross.

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FINANCIAL ACCOUNTING
Purchase Accounting: Valuations, Adjustments & Accounting for M&As

M&A isn’t a sprint. It’s a coordinated marathon for your company, team, and group of advisors. And like most things in life, all it takes is a single weak link to throw a wrench into everything, particularly your accounting squad. Drilling even deeper into the M&A accounting core, if your team isn’t up-to-speed on the ASC 805 front – FASB’s business combinations gospel – trouble might be lurking just up the road.

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