M&A Advisory - TwinFocus

Get the M&A services you’d expect from a traditional investment bank. Only faster. More complete. And 100% in your family’s best interests.

Tailored Advice

Deals and instruments are structured to optimize your balance sheet and transaction outcomes.

Thorough Diligence

All aspects of the transaction are fully vetted for financial, tax, multi-generational and operational impact.

Networked Expertise

Our global relationships inform deal participation and capital sourcing.

We’re your partner and advocate as you lead your business. And your family.

Benefit from our intimate understanding of your business and personal financial goals in overseeing your transaction.
Access our vast network of investors, experts, and capital resources for the most attractive opportunities and participants.
Achieve optimal tax and estate outcomes for each M&A transaction.
Get expert operational, succession, exit, and governance advice—particularly crucial for family-owned businesses.

For all aspects of M&A, you’re covered

Personal Risk and Deal Compliance

SEC issues related to M&A transactions and family offices
Complex disclosures and affirmative duties, such as international compliance and Environmental & Social Governance

Board Management

Oversight of board and shareholder participation and activism, serving on the board as needed
Board and shareholder best practices and insurance coverage minimizing fiduciary risks

Specialized M&A Services

We develop advantageous strategies, combinations, and executions such as:

SPAC and de-SPAC transactions, especially with closely held family businesses
Reverse/forward triangular mergers and pass-through structures such as Up-C structures
Tax intricacies, including Tax Receivable Agreements and installment sales issues
Favorable terms negotiated for private equity participants and corporate spinouts

Case Study Spotlight

Full-Service M&A Support for an Insurance Leader

A UK insurance magnate turned to TwinFocus for help navigating a major acquisition. We were by his side through all aspects of the deal and, through our extensive network, brought the right players to the table to execute a successful transaction.