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Navigating the Waters of the SEC – An M&A Perspective

M&A Insights


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Whether you are completing a strategic acquisition, or contemplating a possible public debt filing or public exit strategy for a newly acquired portfolio company, understanding the SEC’s “rules of the road” can prove invaluable.

Some questions frequently encountered in the midst of a deal process include:

  • How many years of financial statements are needed for the deal?
  • What kinds of adjustments can I make to the historical financial statements?
  • What kinds of performance metrics can be included?
  • How long before someone asks about an internal control assessment?

And while answers to some of those questions are part art and part science, here we’ll attempt to provide insights into the answers to those questions, in addition to highlighting some recent rulemaking developments of interest to deal-makers along the way.

Read this latest M&A Insights piece for more information on navigating the current SEC framework.

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As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. 

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