Financial Reporting for Strategic Dealmaking

When you are ready to raise capital, acquire a business, carry out structured financing, or undertake other complex transactions, Waymark will help you through the accounting and reporting challenges and understand the outcomes. Waymark has expertise and experience with the most complex business deals and our work has been audited by all Big 4 accounting firms.

  • Structured Financings

    Asset-backed securitizations

  • Debt & Equity Financings

    Convertible notes, preferred stock, common stock, warrants, safe notes, embedded puts and calls

  • Tax Credit Structures

    45Q, carbon capture, new markets

  • Business Combinations & Asset Acquisitions

    Business and asset acquisitions, reverse mergers

  • Pro Forma Financial Statements

    Show investors the impact of significant acquisitions, divestitures, and financings

  • Carve Out Financial Statements

    Pursue a sale or spin-off of a portion of your business

Financial Statements that Tell Your Story

In addition to supporting complex transactions, Waymark will keep your accounting and finance records and reports ready for stakeholder reporting with the following services customized to meet your needs:

  • Audit-ready financial statements and footnotes
  • Management reporting packages
  • Bank and investor reporting packages
  • Accounting and financial information for pitch decks
  • Bank reporting information and covenant compliance
  • Financial due-diligence data and reports

Be ready for any M&A opportunity with clear and accurate financial information, from high-level summaries to granular reports and disclosures that are due-diligence ready.

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Our mission is to empower operational and strategic decision making to help businesses and nonprofits grow... because when businesses and nonprofits grow our communities grow too!

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