Public Companies

Transaction Consulting

Moss Adams’ public companies services group comprises a dedicated team of seasoned professionals who work alongside you to support your growth strategies by delivering successful corporate finance transactions. We advise on the execution of mergers, acquisitions and divestitures; arrange strategic partnerships; help raise capital for both private and public companies; and provide active participation in all aspects of private equity transactions.

Moss Adams provides a significant competitive advantage by providing integrated teams of corporate finance professionals, tax advisers, consultants, industry experts, and accountants—ensuring all issues are addressed and eliminating the need for you to manage different sets of advisers. We call on industry and performance improvement consultants as needed, and use the transaction as a means of invoking change.


Due Diligence

Due diligence sometimes merely confirms what you already know, but at Moss Adams we see due diligence as a way to improve acquisition returns and success. We review the business—its dynamics and processes—as well as the numbers, because the risks inherent in acquisitions rarely appear in the numbers until it’s too late.

Our multidisciplinary teams—combining seasoned consultants, corporate finance specialists, and tax experts, as well as accountants—are focused on creating value. Our professionals look for ways to reduce acquisition costs through price adjustments, tax structuring, and asset-adjustment opportunities. We seek opportunities to improve business performance through revenue enhancement, cost reduction, and improved asset utilization, and we focus on reducing and managing both inherent business risk and transaction risk to increase the likelihood of a successful acquisition. Our approach is not merely to identify potential problems and risk, but to provide solutions to help you overcome them.


Initial Public Offerings

Our clients are active in the public markets in many ways. Transactional work makes up a significant portion of our SEC practice. Typically, mergers and acquisitions top the list with private placements (PIPES) and primary offerings following. Initial Public Offerings (IPOs) are also a part of our practice but with less frequency than other registrations due to relatively softer markets in recent years, and the merger or acquisition route chosen as an exit strategy by many of our private clients.

Moss Adams’ clients registered over $1 billion in securities in the past several years. Our public practice was the fastest growing portion of our practice in 2005. We served many public clients of other CPAs in areas now off-limits due to independence concerns. While we carefully evaluate any new client relationship, we pay particular attention to those that may have a public offering in their future. We believe that carefully evaluating prospective clients in advance and assigning the right partners to the client relationships is the best formula for a safe and successful service relationship.


Moss Adams Capital LLC

The investment bankers at Moss Adams Capital LLC will help you evaluate your options and choose the corporate finance strategy that best fits your business.

Whether you need to raise capital through private debt placement, sell or purchase a controlling ownership postition in a business, restructure an existing transaction, or ensure ownership succession for your family business, your MAC team will handle the transaction process and leave you free to manage your business.

Transaction Consulting Contacts

Pacific Northwest

Jet Wales
Moss Adams Capital
206-302-6770

David Follet
206-302-6422

California

Rich Anderson
Moss Adams Capital
949-221-4006

Todd Van der Wel
SEC Audit Partner
310-481-1206