TRANSACTION
ADVISORY
SERVICES
SERVICES OFFERED BY EY
 Assurance: Comprises Financial Audit, Financial
Accounting Advisory Services, Fraud Investigation &
Dispute Services, and Climate Change & Sustainability
Services.
 Tax: Includes Transfer Pricing, International Tax Services,
Business Tax Compliance, Human Capital, Customs,
Indirect Tax, Tax Accounting & Risk Advisory Services,
Transaction Tax.
 Advisory: Consisting of four subservice lines- Actuarial,
IT Risk and Assurance, Risk, and Performance
Improvement.
 Transaction Advisory Services (TAS): Deals with
companies' capital agenda – preserving, optimizing,
investing and raising capital.
INTRODUCTION TO TAS
TAS deals with the transaction side of business.
Transactions services are third party services
provided by a professional services firm or an
investment bank when a business transaction
takes place.
An example of a business transaction would be
the Merger or Acquisition of a company. The
service most frequently offered is due diligence.
BASIC TRANSACTION
TYPES
BUY SIDE SELL SIDE
CARVE OUT INTEGRATION
TRANSACTION
TYPES
SERVICES
TAS includes:-
a) Advisory for Merger and Acquisitions
b) Diligence Services
c) Valuation Services
d) Debt Restructuring Services
MERGERS & ACQUISITIONS
MERGER
When two or more
companies combine into
one company
ACQUISITION
An Acquisition is a
corporate action in which
the company buys another
target company.
DILIGENCE SERVICES
 Due diligence is an investigation of a business
or person prior to signing a contract, or an act
with a certain standard of care.
 Diligence services helps to ensure that all the
financial statements are correct and reduces
the risk of frauds.
 http://www.investopedia.com/terms/d/duedilig
ence.asp
VALUATION SERVICES
 Business valuation is a process and a set of
procedures used to estimate the economic
value of an owner’s interest in a business.
Valuation is used by financial market
participants to determine the price they are
willing to pay or receive to effect a sale of a
business
DEBT RE-STRUCTURING
 This is the final stage before the transaction.
This involves analysing the debts of the two
merging companies and insures that the
debts are equally distributed.
 This service not only applies to M & A but also
to banks in which they are advised ways to
recover their lent money.eg- Vijay Malaya.
BUILDING A BETTER WORKING
WORLD
EY TAS helps its clients to grow and achieve their business
objectives by :-
1. Arranging for capital suitable for growth
2. Integration of multiple business for the benefit of the client
3. Selection of right partners for deriving benefit of M & A
This causes the clients to expand which causes a ripple effect in
industry and enable:-
1. Employment Generation
2. Good flourishing companies causes the industry to flourish,
which has a positive impact on the economy
Thus, TAS helps create a better working world……

Transaction Advisory Services (EY)

  • 1.
  • 2.
    SERVICES OFFERED BYEY  Assurance: Comprises Financial Audit, Financial Accounting Advisory Services, Fraud Investigation & Dispute Services, and Climate Change & Sustainability Services.  Tax: Includes Transfer Pricing, International Tax Services, Business Tax Compliance, Human Capital, Customs, Indirect Tax, Tax Accounting & Risk Advisory Services, Transaction Tax.  Advisory: Consisting of four subservice lines- Actuarial, IT Risk and Assurance, Risk, and Performance Improvement.  Transaction Advisory Services (TAS): Deals with companies' capital agenda – preserving, optimizing, investing and raising capital.
  • 3.
    INTRODUCTION TO TAS TASdeals with the transaction side of business. Transactions services are third party services provided by a professional services firm or an investment bank when a business transaction takes place. An example of a business transaction would be the Merger or Acquisition of a company. The service most frequently offered is due diligence.
  • 4.
    BASIC TRANSACTION TYPES BUY SIDESELL SIDE CARVE OUT INTEGRATION TRANSACTION TYPES
  • 5.
    SERVICES TAS includes:- a) Advisoryfor Merger and Acquisitions b) Diligence Services c) Valuation Services d) Debt Restructuring Services
  • 6.
    MERGERS & ACQUISITIONS MERGER Whentwo or more companies combine into one company ACQUISITION An Acquisition is a corporate action in which the company buys another target company.
  • 7.
    DILIGENCE SERVICES  Duediligence is an investigation of a business or person prior to signing a contract, or an act with a certain standard of care.  Diligence services helps to ensure that all the financial statements are correct and reduces the risk of frauds.  http://www.investopedia.com/terms/d/duedilig ence.asp
  • 8.
    VALUATION SERVICES  Businessvaluation is a process and a set of procedures used to estimate the economic value of an owner’s interest in a business. Valuation is used by financial market participants to determine the price they are willing to pay or receive to effect a sale of a business
  • 9.
    DEBT RE-STRUCTURING  Thisis the final stage before the transaction. This involves analysing the debts of the two merging companies and insures that the debts are equally distributed.  This service not only applies to M & A but also to banks in which they are advised ways to recover their lent money.eg- Vijay Malaya.
  • 10.
    BUILDING A BETTERWORKING WORLD EY TAS helps its clients to grow and achieve their business objectives by :- 1. Arranging for capital suitable for growth 2. Integration of multiple business for the benefit of the client 3. Selection of right partners for deriving benefit of M & A This causes the clients to expand which causes a ripple effect in industry and enable:- 1. Employment Generation 2. Good flourishing companies causes the industry to flourish, which has a positive impact on the economy Thus, TAS helps create a better working world……