M&A Advisory

Transaction Advisory Support to Help You Maximize Your Deal

Our comprehensive advisory team has deep and proven experience in the M&A marketplace and serves as a valuable resource when you’re faced with ownership transitions, strategic sales and acquisition opportunities.

We combine the transaction experience of seasoned investment bankers with specialists from other key areas, such as transaction services, tax and accounting, and consulting to help optimize your M&A transaction. We help you develop effective strategies while leveraging our extensive network of deal professionals and sophisticated database and deal management tools.

We provide services ranging from consulting on specific issues to coordinating an entire transaction process. Our streamlined process involves: 

• Assessing client objectives, analyzing the relative values of alternative strategies and recommending tactical approaches

• Targeting, contacting and negotiating with outside parties

• Preparing descriptive financial, tax, and IT diligence documents and management presentations, and managing due diligence data 

• Developing integration plans from pre-close checklists to 100-day post-close workplans, and serving as integration manager, as needed

Adding to our value proposition, clients benefit from our in-house consulting team, many of whom offer global and national firm experience. These professionals aid in the process in everything from finding the right target in the market, to performing comprehensive financial, operational and IT due diligence. Our consulting team is equipped to plan and lead integration management and help ensure your plans become reality.