WHAT WE DO

Alliance’s Mergers & Acquisitions practice spans accounting, finance, and systems by bringing cross-functional expertise to every stage of a transaction. From pre-close planning and purchase accounting to post-acquisition integration and IPO readiness, our team has supported hundreds of transactions across every industry.

M&A work at Alliance spans the full deal cycle, with capabilities that connect accounting, finance, and operational systems:

  • Pre- and post-close financial reporting, day-one readiness planning, and transition support
  • Purchase price allocation (PPA), opening balance sheet preparation, and fair value assessments
  • Business combination accounting under ASC 805
  • Carve-out financial statement preparation and separation planning
  • Post-acquisition accounting policy harmonization and ERP integration
  • SEC reporting readiness, SPAC support, and investor-facing financial model development

WHAT WE DO

Alliance’s Mergers & Acquisitions practice spans accounting, finance, and systems by bringing cross-functional expertise to every stage of a transaction. From pre-close planning and purchase accounting to post-acquisition integration and IPO readiness, our team has supported hundreds of transactions across every industry.

M&A work at Alliance spans the full deal cycle, with capabilities that connect accounting, finance, and operational systems:

  • Pre- and post-close financial reporting, day-one readiness planning, and transition support
  • Purchase price allocation (PPA), opening balance sheet preparation, and fair value assessments
  • Business combination accounting under ASC 805
  • Carve-out financial statement preparation and separation planning
  • Post-acquisition accounting policy harmonization and ERP integration
  • SEC reporting readiness, SPAC support, and investor-facing financial model development

WHO WE WORK WITH

Alliance M&A support teams are most often deployed by:

  • PE sponsors and their portfolio company management teams across buy-side and sell-side transactions
  • Corporate development and M&A teams at public companies
  • CFOs and Controllers managing post-close integration while running the existing business
  • Companies preparing for IPO, SPAC, or significant capital markets events

Alliance M&A support teams are most often deployed by:

  • PE sponsors and their portfolio company management teams across buy-side and sell-side transactions
  • Corporate development and M&A teams at public companies
  • CFOs and Controllers managing post-close integration while running the existing business
  • Companies preparing for IPO, SPAC, or significant capital markets events

WHO WE WORK WITH

Why Alliance?

A deal shouldn’t require your organization to manage three different advisory firms (one for accounting, one for finance, and one for systems). Alliance brings all of that under one roof, with a team structured to scale up quickly and stay through the finish line. We’ve been through enough transactions to know where the gaps appear and we get ahead of them before they become problems.

Why Alliance?

A deal shouldn’t require your organization to manage three different advisory firms (one for accounting, one for finance, and one for systems). Alliance brings all of that under one roof, with a team structured to scale up quickly and stay through the finish line. We’ve been through enough transactions to know where the gaps appear and we get ahead of them before they become problems.

Case Studies

Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.

• MERGERS & ACQUISITIONS

PRIVATE COMPANY

PCAOB Audit and SEC Proxy Filing Delivered in 8 Weeks for a Private-to-Public Transaction

8 Weeks

All SEC deliverables completed

5

Alliance team members deployed

Preparing to be acquired by a publicly traded buyer, this technology and security company needed to meet PCAOB audit standards, reverse private company accounting alternatives, and deliver audited financials and MD&A for the acquirer's proxy, in eight weeks. Alliance led all technical accounting, audit readiness, and SEC reporting workstreams.

TECHNOLOGY & SECURITY

• MERGERS & ACQUISITIONS

PE-BACKED

Purchase Accounting, PPA, and 12 Months of Operational Stability Post-Acquisition

12+ Months

Operations stabilized

3

Support areas delivered (PPA, reporting, operations)

A newly acquired PE portfolio company needed to transition from legacy accounting practices, complete purchase price allocation, and build the reporting infrastructure required by its new sponsor. Alliance provided end-to-end support from PPA entries and technical memos to daily accounting operations and audit readiness.

PORTFOLIO COMPANY

• MERGERS & ACQUISITIONS

PRIVATE COMPANY

One Company, One ERP, One Operating Model: Post-Acquisition Integration Delivered

100%

Integration delivered on time & within budget

1

Unified operating model achieved

Operating on two separate ERP systems with misaligned processes post-acquisition, a technology and professional services firm needed to fully unify its people, process, and technology. Alliance led the integration end-to-end, delivering ERP consolidation, project management, and a scalable unified operating model on time and within budget.

TECHNOLOGY & PROFESSIONAL SERVICES

Have a deal in flight or on the horizon?
Let’s talk about how Alliance can help you navigate it.

Frequently Asked Questions

Alliance supports the finance and accounting function through every stage of a transaction, not the deal itself. We’re not investment bankers or deal advisors. We’re the consulting team that makes sure the financial reporting, accounting, and systems work gets done well before, during, and after the close.

The earlier, the better. Pre-close work such as transaction support, diligence readiness, and planning, sets the foundation for everything that follows. But we’re also frequently called in at close or post-close when organizations realize they need experienced support to manage the transition. Whatever stage you’re at, there’s a role for Alliance.

Yes, Alliance works on both buy- and sell-side transactions. The nature of the support differs in that the buy-side work tends to focus on diligence readiness, purchase accounting, and integration planning, while sell-side work often involves carve-out financials, quality of earnings preparation, and getting the finance function ready for buyer scrutiny.

Yes, Alliance can support multiple acquisitions per year. For organizations running a buy-and-build strategy, having a consistent consulting partner who knows your accounting policies, your systems environment, and your integration playbook is a significant advantage.

All three. When a deal is in motion, accounting, finance, and systems challenges don’t show up one at a time; they often hit all at once. Alliance covers all of it, so instead of coordinating three different firms during one of the busiest periods your team will ever face, you have one partner who handles it end to end.