VonLehman’s Mergers & Acquisitions (M&A) Advisory Group provides clients with expertise in mergers and acquisitions (buying or selling), succession planning, financial restructuring, valuation, due diligence, and strategic consulting. The group is located in the Cincinnati/Northern Kentucky area but serves companies throughout the United States. Independent, non-conflicting advice and strong intellectual expertise are a few of the qualities that we bring to each client situation. To contact us, call Keith Carlson or Emir Hodzic.
We assist clients in achieving exceptional outcomes by providing thorough and thoughtful advice while acting with strong integrity. We are strategic and tactical in our approach and are committed to creating lasting value for our clients and their shareholders.
Our core services include:
M&A Advisory Services
We understand that each transaction is unique and demands a rigorous approach. As such, we are highly dedicated to structuring and executing deals that are focused on assisting clients to achieve their specific financial, strategic, and risk management objectives.
We advise our clients on matters such as:
We provide business owners with sell-side advisory services. Each of our sell-side processes are tailored to the individual client's needs and situation. The breadth of our team's experience within the lower-middle market and knowledge of the intricate details needed during the sales process allow us to deliver exceptional value-added advice to clients and greatly increase the likelihood for successful transaction outcomes.
Our M&A Advisory Group has experience with numerous types of sell-side transactions, including:
Buy-Side M&A Services
We offer buy-side M&A advisory services to business owners. We provide services such as:
Board and Strategic Advisory Services
Our team takes the time to understand your critical issues in order to serve as an objective advisor to help you analyze your strategic alternatives and make informed decisions.
Ancillary or Bolt-On Services
Transaction Advisory Services
Our Transaction Advisory Services practice offers buy-side and sell-side financial due diligence services to assist prospective buyers in gaining an in depth understanding of their potential acquisition target, and prepare sellers for the sale process. As director of Transaction Advisory Services, Josh Burcham regularly provides innovative and value driven insights that prepare his clients for successful transactions. This stems from a valuable report we pull together for prospective buyers.
Fill out the form here for a sample of this detailed report, which contains Primary Considerations, the most impactful items and issues to be addressed, a Quality of Earnings analysis, as well as a detailed explanation of trends and issues observed in the balance sheet and income statement accounts.