Mergers & Acquisitions

  • Deal structuring
  • Private Equity Transactions
  • Letter of Intent
  • Due Diligence
  • Practice Purchase Agreements 
  • Individual Partner Agreement
  • Firm Integration
  • Post Closing Clean-Up

Nearly a day goes by without a report of another noteworthy merger in the accounting world.  The pace is steady and likely to continue, if not accelerating.  Each year, NewGate lawyers are engaged to support dozens of accounting firm mergers. We’ve represented both buyers and sellers. Firms of all shapes and sizes. From sole proprietors to the mega firms.  

Recently private equity firms have emerged as key player in the acquisition market. Unable to own attest practices, PE firms can only invest in organizations offering non-attest services.  The result is an alternative practice structure between the attest and non-attest practice.  For more than 25 years, NewGate lawyers have guided accountancies through the regulatory maze of alternative practice structures.

Selling or buying a practice is one of the most important steps an accounting firm can make.  Choose the most experienced advisors in the industry.