Transaction Advisory

The Tenacity Your Transaction Needs

Whether you’re looking to buy a company or sell one, it’s crucial to make calculated, thoughtful decisions, overcome any potential roadblocks, and bring your deal to a close.

That’s exactly what our dedicated transaction advisory team is here to do. Using our middle-market expertise, we help you get the most out of your transaction – throughout the entire process. We’ll work closely with you to identify opportunities and anticipate obstacles as we relentlessly pursue your goal: a financially optimal outcome.

Because every deal is unique, we take the time to listen to you and understand what’s important to you in the deal. And we use that same curiosity to identify potential investment risks. That’s how we make sure we’re developing customized, innovative, and timely solutions to help you get your deal done.

~150

Annual Deal Volume

10+

Unique Industries Served

$2.6B

2023 Transaction Value

Pre-Transaction Advisory

When it comes to maximizing a transaction opportunity, starting early has advantages. Our team can help ensure you’re set for success. Whether it’s through a letter of intent consultation, a valuation, or negotiating credits and incentives, we help both buyers and sellers make forward-thinking decisions to achieve their financial goals. If you’re selling your business, we can help with estate planning and financial modeling to ensure the sale of your business sets you on the right path for a prosperous future.

Due Diligence

Every deal is complex, time-sensitive, and unique. Our full-service due diligence team works with both buyers and sellers to identify risks and customize innovative solutions to help you make the most of every opportunity. Whether it’s financial due diligence, tax due diligence, or IT due diligence, our national transaction team has you covered.

Post-Transaction Advisory

Our work for you doesn’t stop once a deal closes. From opening balance sheet audits to working capital adjustments and recurring tax and audit services, our post-transaction advisory services address potential issues and ensure your investment’s financial future is bright.

We’re experienced working on deals across a wide variety of industries, and we are especially active in the manufacturing and distribution, industrials, business services, transportation, and consumer products sectors.

Dedicated Advisors, Diverse Experience

No business is one-dimensional, and you can’t afford to have advisors who are one-dimensional. Our deep bench of dedicated transaction advisors has a diverse range of transactional experience – from Big 4 to strategic acquisitions to investment banking. That means we see deals from all angles and can provide the insight needed to meet your goals.