In the business services and professional services sector, we have represented parties on different sides of the M&A tables. From entrepreneurs to angel investors, family offices, and private equity each party has different motivations that drive deal terms.

Transaction Structuring & Documentation

We guide clients through the negotiation and drafting of all critical deal documents, ensuring clarity, enforceability, and alignment with your strategic objectives:

• Letters of Intent, Memorandums of Understanding, and Term Sheets

• Stock Purchase Agreements and Asset Purchase Agreements

• Real Property Conveyance Documents and Intellectual Property Assignments

• Ancillary instruments for escrow, indemnity, and closing mechanics

Representation in High-Value Acquisitions & Divestitures

Whether you’re the buyer or the seller, we bring decades of experience to million-dollar transactions:

• Structuring complex equity and asset deals to optimize tax and commercial outcomes

• Leading robust due diligence processes to uncover and address material risks

• Negotiating and finalizing definitive agreements with precision

National Acquisition Strategy & Compliance

Expanding through acquisitions requires more than capital—it demands a scalable, compliant model:

• Crafting national rollout plans for target company on-boarding

• Auditing and aligning corporate policies and governance frameworks

• Advising on state and federal regulatory requirements

Joint Ventures & Strategic Partnerships

Joint ventures can accelerate growth without full ownership commitments. Our team:

• Designs and negotiates organizational and definitive agreements

• Advises on governance, capital contributions, and exit provisions

• Has partnered clients in healthcare, pharmaceuticals, chemicals, and technology sectors

Merger Transactions & Tax Strategies

Mergers of subsidiaries into parent entities can unlock tax efficiencies and simplify corporate structures. We assist with:

• Legal and tax analysis of merger alternatives

• Preparation of merger plans and shareholder approvals

• Execution of state filings and post-merger governance transitions

Post-Acquisition Integration & Value Realization

A deal only succeeds if integration is executed flawlessly. We support clients by:

• Developing management transition plans and integration roadmaps

• Aligning organizational structure, reporting lines, and incentive programs

• Monitoring key performance indicators to capture projected synergies

• Identify Key Performance Indicators to create an exit pathway for investors.

Contact South Florida Mergers and Acquisitions (M&A) Advisors Lomba, P.A. today.