The M&A Dream Team

The partners, who lead the Merger and Acquisition Group at Anchin, Block & Anchin LLP (Anchin) and its Broker/Dealer, Anchin Capital Advisors, LLC, bring their clients an unparalleled depth of experience in the highly specialized merger and acquisition arena.

The partners provide a full-range of services that a buyer or seller requires through the closing process and beyond. Those services include:

• Identification of the acquisition candidate.
• Preparation of a preview book on the business that is to be sold.
• All levels of negotiations.
• Development of the most appropriate tax structure.
• Review of documentation.
• Systems integration of the operations and technology of both companies.
• Coordination with legal, insurance and other professionals.
• Assistance in arranging financing.
• Support through the closing process. Post-closing consultation.

Here's a brief look at the partners who will lead your merger and acquisition engagement team:

Sol Lipshitz, CPA

With more than 25 years of experience and involvement in more than 75 M&A transactions, Sol chairs the Merger & Acquisition Services Group for Anchin, Block & Anchin LLP. Throughout his career, Sol has assisted clients through the intricate transaction process of either buying another business or selling all or part of their existing business. In many instances, he has assisted clients through multiple mergers and/or acquisitions. He takes an in-depth look at the "big picture" of the transaction, not only from a financial point of view, but from an operational and management point of view, as well. He knows that in the case of a merger, not only must the numbers work, but the management philosophy, style and method of the operations must match as well.

A recognized leader in the merger and acquisition field, Sol has addressed numerous bankers, attorneys, and business and professional organizations on issues affecting mergers and acquisitions, including company strategies and shareholder and family relationships.

sol.lipshitz@anchin.com

Marc Federbush , CPA

Marc has devoted his career in public accounting to serving the apparel and textile industry. With such in-depth industry experience gained over 20+ years, he is a sought after resource to those in the industry, including young, aggressively growing companies and those that are well-established industry leaders. As chair of Anchin's Apparel, Textile, Diamond and Jewelry Services Group, Marc has assisted many clients with business planning, including the merger and acquisition process. He provides insightful advice to business owners regarding federal and state tax matters and how they impact the business; in addition, he works with owners as individuals on estate planning matters.

marc.federbush@anchin.com

Upen Saraiya, CPA

A member of the Firm since 1969 and a partner since 1984, Upen also serves as Anchin, Block & Anchin LLP’s Chief Financial Officer. This operations experience, as well as his 25+ years of client service experience, allows Upen to bring a broad perspective to his clients, who include distributors, real estate owners and developers, and high net worth families. He has delivered insightful advice on many merger and acquisition transactions through the years, and in some instances, delivered that advice across generational lines in the family-owned business.

upen.saraiya@anchin.com

Kuldeepak (KD) Acharya, CPA

Kuldeepak (KD) Acharya, CPA, is an accounting and audit partner at Anchin, Block & Anchin LLP. He advises clients on a wide range of industries including manufacturing & distribution, construction, apparel & textile, and entertainment & advertising. He is also a member of the American Institute of Certified Public Accountants (AICPA). In addition to English, KD is fluent in Hindi and Gujarati.

kuldeepak.acharya@anchin.com

This "Dream Team" of M&A partners and directors devoted to the merger and acquisition process is supported by a staff of more than 300 at the Firm. The Firm brings our merger and acquisition clients a wealth of experience and a wealth of talent. The result? A win-win situation for the client.