A merger or acquisition is a complex business process that can impact your organization’s future success. That’s why many organizations choose to work with SD Mayer, which is a top merger and acquisition consulting firm. Among merger and acquisition (M&A) consulting firms in the Bay Area, we’re known for offering comprehensive support and services through the entire deal cycle, from due diligence to integration. We can also work to reduce risk and maximize opportunity.
Working with experienced M&A consulting firms can be crucial for small- and medium-sized businesses especially. Small businesses must be savvy about reducing risk and optimizing performance to avoid challenges down the road.
With an understanding of joint ventures, buyouts, divestitures, reorganizations, spinoffs, cross-border deals and project management, SD Mayer can be your partner and financial advisor in mergers and acquisitions. Our M&A advisory team is deeply committed to ensuring your mergers and acquisitions have the right terms in place and providin reasons behind any changes. Our team learns your key goals and desired outcomes and can work to find the right tax solutions, accounting options and strategies to maximize positive outcomes.
SD Mayer has worked with closely held and family-owned businesses, where the stakes for buyouts or divestitures can feel high. In each case, our specialists coordinate with our tax, estate planning and business advisory teams to find solutions to tax issues, wealth management and other problems throughout the life cycle of the deal.Contact Us
If your organization is considering selling your business, reorganizing, merging or any related move, contact SD Mayer to discuss your options. Your deal may involve due diligence, adding to your resources or strategic integration. Whatever you need, SD Mayer can work to reach deal objectives while lowering risk to create a bright future for you and your team.
Our headquarters in the San Francisco Bay Area means we are poised to work with businesses in Silicon Valley and across the country — our teams have even worked on international mergers. From providing valuation services to exit strategies, we can help you plan for a variety of contingencies while staying compliant with local and state regulations and requirements.
Whether you’re in the early stages of considering an alliance or facing a takeover, we’re happy to discuss your options. At SD Mayer, our goal is to provide a partnership through the process. Mergers and acquisitions require significant pivoting and many elements, from decision-making to valuations and contracts, which is why it’s helpful to have a partner on your side.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
Our talented team at SD Mayer can advise you through the journey, so you can focus on your goals. We can also provide the experienced support you need to turn a merger into a true opportunity. From taxes to succession planning, a merger can impact every part of your business and SD Mayer can help make those effects as positive as possible.
Contact us today to speak to our professional team about your future goals.
Director, Business Development
San Francisco Office
John Benjamin joined SD Mayer as the Director of Business Development after 30 years of entrepreneurship, real estate development, accounting and management consulting experience. He has worked within the fields of finance, real estate development and hospitality services. His specialties include fundraising, team development, and strategy consulting. His work at SD Mayer focuses on the relationship management of all client engagements as he leads the expansion and growth initiatives for the firm.
Prior to SD Mayer, John served as the Director of Project Development for Golden Gate Global, and also served in CEO and CFO/Controller roles for other companies.
Founder & Managing Partner
San Francisco Office
Steve Mayer is the Founder and Managing Partner of SD Mayer & Associates, an accounting, consulting, and wealth management firm located in San Francisco.
Prior to SD Mayer, he was the CEO of a large regional accounting firm, Burr Pilger Mayer (BPM). Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.
On a professional basis, Steve’s accounting, consulting, and wealth management career gives him the ability to work with his clients on accounting, tax, M&A, business advisory and strategic planning.
Steve has been very active in the community and over the last 40 years has served on more than 15 non-profit boards including the San Francisco Chamber of Commerce, Bay Area Council, and Riordan High School, to name a few.
He has recently published three books, and lives in San Mateo with his wife of 27 years and their three children.
When he turned 60, he did an Ironman just to make sure he was still in shape.
Chief Operating Officer (COO)
San Francisco Office
Wyatt has been with the firm since 2018, and was promoted to COO after one year with the firm. He has worked in operations and project management for previous five years. He oversees virtually all of the internal operations within the firm, including IT, HR, Billing and Project Management. Wyatt is also involved in many of our consulting projects related to data analysis and reporting.
Coming to the firm with an engineering background, Wyatt is able to provide a completely different perspective to the firm when it comes to analyzing data and providing reporting that has allowed the firm to realize productivity and enhance revenues. We’re told that he can also engineer spacecraft and missiles.