Lincoln Wealth About

M&A Advisory – Cross-Border Deals, Executed with Precision

Cross-border acquisitions multiply opportunity—and complexity. Different legal systems, tax regimes, accounting standards and cultural norms can derail even the most promising deals. We help you navigate every stage with confidence, from target screening to post-merger integration.

Dealmaking Without Borders

Acquiring a company in another country is one of the fastest ways to expand—and one of the most complex. Jurisdictional differences can hide liabilities, inflate valuations and sink integrations. Our M&A Advisory practice provides integrated support for cross-border transactions, combining financial, legal and tax due diligence into a unified risk assessment. We specialize in middle-market deals (€5M–€500M) where complexity is high but resources are often limited. From target screening to post-merger integration, we help you execute with confidence.

Integrated M&A Solutions

Target Screening – Find the Right Opportunity

The best deals start with the right target. We help you identify, screen and prioritize acquisition opportunities aligned with your strategic goals.

What we cover for target screening:
  • Market mapping: Identify potential targets in your sector and geography
  • Preliminary assessment: Size, growth, profitability, strategic fit
  • Country risk scoring: Political stability, regulatory environment, tax regime
  • Valuation indicators: Comparable transactions, trading multiples
  • Approach strategy: Direct approach vs intermediary, indicative offer

Integrated Due Diligence – Know What You’re Buying

Due diligence is your only chance to uncover issues before you sign. We coordinate financial, tax and legal due diligence into a single, integrated assessment—no silos, no surprises.

What we cover in due diligence:

Financial Due Diligence:

  • Quality of earnings analysis (normalized EBITDA)
  • Working capital assessment and target levels
  • Debt-like items and hidden liabilities
  • Cash flow and forecasting review
  • Quality of financial systems and controls
  • Multiple GAAP reviews (IFRS, US GAAP, local standards)

Tax Due Diligence:

  • Tax compliance history and outstanding exposures
  • Structuring of past acquisitions and disposals
  • Transfer pricing risks and documentation
  • Withholding tax and indirect tax exposures
  • Tax attributes (losses, credits) and their usability
  • Exit tax considerations

Legal Due Diligence:

  • Corporate structure and ownership
  • Material contracts (customers, suppliers, partners)
  • Intellectual property ownership and freedom to operate
  • Litigation and dispute history
  • Employment and labor law compliance
  • Regulatory licenses and permits

Deal Structuring – Balance Risk and Reward

How you structure a deal determines your risk, your tax outcome and your ability to integrate. We help you design transaction structures that work for both sides.

What we cover for deal structuring:

  • Purchase price mechanisms: Locked box vs completion accounts
  • Consideration mix: Cash, shares, earn-outs, seller notes
  • Earn-out structures: Milestones, metrics, dispute resolution
  • Working capital targets: Setting and measuring target levels
  • Tax structuring: Asset vs share deal, holding company location, financing
  • Reps and warranties: Scope, survival periods, limitations
  • W&I insurance: When and how to use warranty and indemnity insurance

Negotiation Support:

  • Term sheet and LOI negotiation
  • SPA (Share Purchase Agreement) review and negotiation
  • Disclosure letter review
  • Joint venture and shareholder agreement structuring

Post-Merger Integration – Realize the Value

A deal is only successful if you can integrate successfully. We help you plan and execute integration that captures synergies, retains talent and maintains business momentum.

What we cover for integration:

  • Integration strategy: Full integration, partial integration, hold separate
  • Day 1 planning: Critical actions before and immediately after closing
  • Functional integration: Finance, HR, IT, operations, sales
  • Cultural integration: Managing differences, retaining key talent
  • Synergy tracking: Identifying, measuring and realizing synergies
  • Communication planning: Internal and external stakeholders

How We Execute Your Deal

1. Strategy & Screening

We define your acquisition criteria, identify potential targets, and conduct an initial feasibility assessment.

2. Initial Offer & Negotiation

We assist in preparing the indicative offer, negotiating the term sheet, and initiating due diligence.

3. Due Diligence

We coordinate an integrated team of financial, tax, and legal advisors for comprehensive, hassle-free due diligence.

4. Final Structuring & SPA Negotiation

We structure the final deal, negotiate the purchase and sale agreement (SPA), and manage disclosure.

5. Closing & Funding

We coordinate the closing, fund transfer, and all legal and corporate formalities.

6. Post-Merger Integration

We plan and execute post-acquisition integration to realize the expected synergies.

Direct & Action-Oriented

Professional & Efficient

Taking the first step toward a secure financial future can be the most daunting. This quick form is designed to make that step simple. By sharing a few details, you’ll initiate a confidential, no-obligation conversation with a dedicated Lincoln Wealth specialist. We’ll listen to your aspirations, answer your pressing questions, and help you map out a clear, confident path forward. There is no pressure, only a commitment to providing you with the clarity you deserve.

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