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Mergers & Acquisitions

Buying or selling a business?

This is likely one of the most significant financial decisions you'll make. The stakes are high. Mistakes persist long after completion.

What's At Stake

Every transaction has hidden risks.

Buying a business means buying its history - the good and the bad. Selling means managing your ongoing liability. Either way, proper legal guidance protects your interests.

"We've guided Hawke's Bay businesses through transactions of all sizes. Every deal is different, but the fundamentals remain the same."

Michael Morgan, Director at Carlile Dowling
Michael Morgan, Director
DD

Due Diligence

Comprehensive review of financial, legal, commercial, and operational aspects. We identify issues before you commit - not after.

W&I

Deal Protection

Warranties, indemnities, retention amounts, escrow arrangements - these mechanisms protect your investment or limit your exposure long after settlement.

  • Warranty negotiation
  • Liability caps
  • Earn-out structures
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Structure Matters

Asset purchase vs share purchase vs merger - each has different implications for risk, tax, and what you actually acquire. The wrong structure can cost you dearly.

Which side of the table are you on?

Buyers and sellers have fundamentally different concerns. We tailor our approach to your position.

For Buyers

Buying a business means buying its history - the good and the bad. Proper due diligence protects you from inheriting problems.

  • Due Diligence - Financial, legal, commercial review before you commit
  • Transaction Structure - Asset vs share purchase implications
  • Deal Protection - Warranties, indemnities, escrow
  • Completion - Smooth handover of the business
Discuss Buying →

For Sellers

Selling your business is often the culmination of years of work. Proper preparation and professional handling maximise your outcome.

  • Sale Preparation - Buyers pay more for businesses ready for sale
  • Process Management - NDA, information release, buyer qualification
  • Liability Management - Protecting you after completion
  • Warranty Insurance - Options to limit ongoing risk
Discuss Selling →
Transaction Types

Every deal has its own dynamics.

Discuss your transaction

Trade Sales

Industry Buyer

Sale to an industry buyer or competitor. Often includes strategic premium but requires careful confidentiality management.

Management Buyouts

Internal Sale

Sale to existing management team. Requires balancing seller interests with financing constraints.

Family Succession

Next Generation

Transfer to the next generation. Balances commercial terms with family relationships and estate planning.

Private Equity

Investment

Investment from PE funds. Involves complex structuring and ongoing governance arrangements.

Mergers

Combination

Combining businesses. Requires careful structuring of ownership, governance, and integration.

Distressed Sales

Time Pressure

Sales under time or financial pressure. Requires fast action while protecting legal positions.

Our Role in Your Transaction

Strategic Advice

Every Decision

Commercial and legal advice at each decision point. We help you see the full picture before you commit.

Due Diligence

Investigation

Conducting legal DD and coordinating other workstreams. Identifying issues before they become your problems.

Negotiation

Advocacy

Advocating for your interests while keeping deals on track. We know when to push and when to find solutions.

Documentation

The Legal Framework

Preparing or reviewing all transaction documents. Sale agreements, warranties, ancillary documents, and financing arrangements.

Completion

Getting It Done

Managing conditions, completion mechanics, fund transfers, and post-completion matters. Getting your deal done smoothly.

Regional M&A Experience

We understand Hawke's Bay's business landscape - from primary producers to professional practices and family businesses. Our local knowledge and relationships add value at every stage, from understanding key drivers to knowing who the right buyers might be.

Client Observations

What Our Clients Say

"Prompt, friendly & efficient service"

Client

"I have always received excellent service from Carlile Dowling."

Repeat client

"A pleasure to work with."

Client

To ensure candour, all feedback was collected anonymously.

Common Questions

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Ready to get started?

We're here to help. Get in touch for clear, practical advice.

Let's talk about your situation

Every situation is unique. Get in touch to discuss how we can help.

Have questions?

Our team is here to help. Get in touch for clear, practical advice.

Take the next step

150+ years of Hawke's Bay expertise. Get in touch to discuss your situation.

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