M&A Advisory for Retirement Benefits
Benefits-related issues have a significant impact on the success or feasibility of M&A deals, and therefore need to be carefully investigated at the process. Our experienced professionals help identify such pension / retirement benefit-related exposures and issues in the target company and offer advice on purchase price valuation and reflect it properly on contracts.
Due Diligence
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Analysis of Retirement Benefits Plans
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Analysis of assumptions used for calculation of benefit liabilities
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Analysis of contingent, off-balance liabilities with respect to retirement benefits
Advice on Deal Negotiation
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Preparation of contract, advice on purchase price negotiation
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Proposal on integration of benefit programs and advice during the negotiation process
Closing Support
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Revaluation of PBO and pension cost based on the integration plan
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Preparation of Pension / Retirement Lump Sum Provisions
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Post-deal Services
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Actual integration work
Post-closing Integration Services
Restructuring of the retirement benefit plan
Sell-side Advisory Services
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Preparation of a vendor report on retirement benefits
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Support for Due Diligence
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Advice on contract and value assessment
