Mergers and Acquisitions

Mergers & Acquisitions Strategists
Growth. Opportunities.

At CST Group, we work closely with our clients to ensure that their most complex business transactions are done successfully. With over forty years of experience working with clients across a wide range of markets and industries, our team of experienced professionals is dedicated to helping our clients achieve their objectives.

We understand how important it is for buyers—and sellers—to protect their business’ interests and minimize taxes during a transaction. Whether you’re buying, selling, or merging with another company, we are your trusted business advisor. We help our clients arrange their finances to look advantageous to perspective parties and structure deals to minimize taxes. Through our list of tax, financial reporting, valuation, and regulatory services, we are committed to providing the support your business needs to achieve your business’ objectives.

Our mergers and acquisitions services include:

  • Structuring Tax Efficient Transactions
  • Buy-Side and Sell-Side Due Diligence
  • Transaction Cost Analysis
  • Valuation and Purchase Price Allocations
  • Buy/Sell Succession Planning
  • Employment Agreement Consulting

Our Approach

Our team looks at the potential issues our clients may face during a transaction including ordinary vs. capital gains tax, the legal status of the prospective target, the financing structure, and necessary filing requirements. We then provide a customized plan to our clients on the best way to proceed.

“Our company’s relationship with CST Group dates back to over 25 years ago, when the original founders first turned to the firm for their financial needs,” says Tommy Cline, CEO and Owner of EAST Group. “CST Group has stuck with us through thick and thin. When the company was going through acquisitions and succession planning, CST was there to give us their expertise and professional guidance. Because the firm offers a wide range of financial services, they have always been able to support all of our needs.”
“An organization as diverse and expansive as our family of companies demands an accounting firm that understands its needs and delivers a multitude of financial services,” says The Red Coats Family of Companies Chief Financial Officer Vicki Wells. “In 1980, CST Group was selected to undertake the gargantuan task of providing these services and for the past thirty-four years their superbly professional and exceptionally versatile staff has been flawlessly delivering a long and diverse list of services to the Red Coats Family of Companies.”
“The team at CST Group… has always been there for me with the expert, reliable, and trustworthy insight and advice that has helped Excel Group grow and thrive for the past 30 years,” said Chris Marchetti, CEO of The Excel Group of Companies.
“CST Group has been an integral part of our firm’s evolution,” explains Celcite Management Solutions President, Rahul Sharma. “They took us on when we were a small venture, assisting us in both our personal and business tax needs. They continue to work closely with us as our needs grow and become more complex. They have a strong understanding of our business and what it takes to position Celcite for success.”

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