Logan assisted with the complex purchase accounting and development of internal controls for a publicly traded financial services company that merged with a private investment banking firm. This merger created one of the broadest and most capable full-service investment banking platforms on Wall Street. Following the transaction, the acquirer came to Logan and his team for guidance through the complex purchase accounting as well as evaluation of the purchase price allocation. Additionally, the acquirer engaged Logan and his team to assist in evaluating the design and operating effectiveness of their internal controls relating to the business combination.

In addition to the accounting advisory for the purchase accounting, Logan’s team assisted the business with the development of audit support (e.g., opening balance sheet, business combination summary memo, related journal entries, etc.) as well as the preparation of the financial statements and related disclosures.

Note: This work was performed prior to joining Stout.