Mergers & Acquisitions

“As national director of VHB’s M&A program for the past 7 years, I have authorised the hiring of the PSMJ M&A Team on many occasions. The differentiating aspect of the PSMJ Team has been their ability to balance each aspect of the potential transaction and convey their observations, recommendations, and advice to all parties in an open and trusting manner.”

Michael J. Carragher, P.E.
Southeast Regional Manager, Vanasse Hangen Brustlin, Inc.

Programs & Consulting - AU|NZ

Over the years, Frank Stasiowski has conducted a number of seminars and workshops on Mergers & Acquisitions in Australia, which typically get firm leaders thinking about what they need to do to be ready for entering into a merger, selling their firm, and/or buying a firm.

Often firms wait until it is “too late”, especially where principals have constructed an “earnings club” to minimise tax, and then discover they have little or nothing to sell when they are ready to retire. Attending a PSMJ seminar on M&A gives you the basic understanding you need to be ready when the time comes.

Due diligence

One of the most important – and often overlooked – aspects of a successful merger or acquisition (including selling your firm) is due diligence. Most firm principals simply do not have the arms-length perspective and clear-eyed objectivity to be good at assessing the strengths and weaknesses of another firm they might buy, sell to, or merge with.

Charles Nelson has assisted a number of Australian firms, large and small, with the necessary due diligence to either confirm that the intended merger or acquisition is good, or harbours problems that must be resolved if a deal is to go ahead.


Another critical dimension of a successful sale/merger/acquisition is a valid valuation. PSMJ’s approach to valuing a business, developed over decades of working with firms world-wide, is uniquely suited to the design professions.

In Australia/New Zealand, Charles Nelson collects and organises the necessary data, and prepares and presents the final report. The “number crunching” – preparation of the valuation – is carried out by PSMJ’s Boston-based Greg Hart, a certified accountant.


Great M&A Resources

UPM-A_2014_COVER_ThumbMergers & AcquisitionsManual

Whether you are considering selling your firm, using acquisitions as a tool to facilitate growth, or just wanting to be more informed when opportunity does arise, this is the one resource you need by your side.

Learn more.


A|E Buy-Sell Agreements

The buy/sell agreement is the most fundamental document underlying the allocation and transfer of ownership in your firm. Without it, you are putting yourself, other shareholders, your employees, and even your clients at risk in the event of an untimely departure of a principal or just about any other unforeseen event that could impact the ownership structure or capitalisation of the firm.

Learn more.


For more information on mergers and acquisitions, contact Charles Nelson, 03 9686 3846 or The initial consultation is free; no obligation.