Transaction Advisory Services

Managing capital and transactions in a changing world

EY - Shareholder activism: Five big questions answered

Shareholder activism: Five big questions answered

Managing expectations of shareholders is an important part of the public company board skill set. But what happens when the board encounters activist shareholders?

EY - How digitization is transforming M&A

How digitization is transforming M&A

From big data to social media via the Internet of Things (IoT), digitization is changing business in general and M&A specifically. Learn more.


Need to make better and more-informed decisions about how to strategically manage capital and transactions in a changing world? Let us help.

The Capital Agenda puts your capital needs at the heart of our strategy and focuses on the issues that matter most to you:

EY - The Capital Agenda - Raising EY - The Capital Agenda - Investing
EY - The Capital Agenda - Preserving EY - The Capital Agenda - Optimizing

Raising capital

A company’s ability to raise capital quickly and effectively is integral to its growth potential and financial well-being. This is true in good times and in bad.

Whatever the motivation for raising capital, companies can access new funds more effectively if they have planned ahead. They should know how and where they could access capital, if they need it.

The focus should be:

  • Fundraising (equity and debt): IPO readiness, right issues, PE, private placement and capital markets
  • Optimizing funding structures
  • Asset divestment
  • Infrastructure projects
  • Cost- and tax-efficient structures

Contact us for more information.

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Investing capital

Investors in your organization want to know why: why this transaction, why at this price and why now?

Complicating matters, differing stakeholders increasingly bring differing expectations of investments and returns.

The focus should be:

  • Acquisition and alliances
  • Delivery of synergies and effective integration
  • Planning and structuring transactions to optimize stakeholder return
  • Focused due diligence to mitigate risk and drive value
  • Asset valuations
  • Cost- and tax-efficient structures

Contact us for more information.

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Preserving capital

Every business needs to continuously assess the potential impact of evolving market conditions on the performance of its operations and its capital base. Even in a recovering market, companies believing themselves in a stable position can find their situation can change.

The preservation of capital requires that companies continuously scour their strategies, markets and balance sheets to reassess strengths and weaknesses.

The focus should be:

  • Stress and distress — e.g., liquidity issues and turnaround plan
  • Customer and supplier analysis
  • Preserving tax assets and minimizing costs
  • Refinancing and restructuring debt, equity and other obligations
  • Dealing with stakeholder relationships and pressure
  • Dispute resolution

Contact us for more information.

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Optimizing capital

Today’s economic climate is forcing businesses to candidly assess their financial fitness.

More than a mere review of operations, companies today must conduct objective assessments of the alignment of their business strategies.

The focus should be:

  • Optimizing asset portfolio
  • Delivery of synergies and effective integration
  • Improving working capital and releasing cash
  • Optimizing capital structure
  • Optimizing tax and corporate structure

Contact us for more information.

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See our recent transactions

We provide a full range of M&A, capital raising and strategic transaction advice for both public and private companies. Contact us for help with your transactions.



Related content

Listen as Rich Jeanneret discusses 2015 M&A activity on Bloomberg Radio.

Click here to listen.

Bloomberg Radio’s Deals Monday with Rich Jeanneret, Carol Massar, Ed Hammond and Michael McKee

EY - Corporate development at an inflection point

Corporate development at an inflection point

Can corporate development drive strategy and deliver growth? Find out in our 2015 Corporate Development Study.

EY - Capital Insights, March 2015

Capital Insights, March 2015

Volvo CFO Hans Oscarsson discusses the company’s bold approach to weathering a sales slowdown and retooling for the auto market of the 21st century.


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EY - Richard Jeanneret

Richard M. Jeanneret
Americas Vice Chair

Contact a member of our team.

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EY - Why Pip McCrostie is a 'transformer'

Why Pip McCrostie is a 'transformer'

Read a profile of TAS Global Vice Chair Pip McCrostie by Corporate Financier, which highlights the transformation of EY’s global corporate finance business under her leadership.

EY - Watch Fox News Opening Bell Now

Watch Fox News Opening Bell Now

Richard Jeanneret converses with Fox News Anchor Sandra Smith regarding the strong M&A market in the US.



What’s fueling the growth of M&A in the US?

EY - What’s fueling the growth of M&A in the US?

Access United States highlights from our latest global Capital Confidence Barometer to learn what is defining the market.

EY - Closing the deal: strategies to increase speed and value

Closing the deal: strategies to increase speed and value

Are you considering divesting assets? If not, you should be. Our global study explains why.

Capital Confidence Barometer Press Release


Parthenon-EY

Parthenon-EY

We create social and economic value for our clients by helping them make more informed decisions about strategically managing their business. Find out how we can help.