Transaction Services

In today’s business environment, highly competitive forces and economic trends are driving businesses toward mergers, acquisitions, divestitures, joint ventures, partnerships, financings, restructurings and consolidation. In an environment in which transactions are becoming more and more complex, companies are relying on strategic and financial business advisors with credentialed expertise to manage and/or assist in the transaction process.

Our firm's National Transaction Services Group is comprised of seasoned, multi-disciplined professionals that bring a different aspect and perspective to bear in the transaction process, providing a uniquely integrated services approach to client service and product delivery. We do not believe that “one size fits all”; as each transaction is distinct. We offer services tailored for each transaction and seek opportunities for our clients to maximize their return on investment, while minimizing risks.

We're an acknowledged and respected practice leader in providing transaction services to the investment and business community. Our practitioners work with private business owners, private equity groups and venture capital firms throughout the U.S. and are involved in a wide range of transactions, from sell side advisory services for privately held middle market businesses to management buyouts of public companies. 

Business Acquisition Due Diligence

  • Business Valuation (Stand Alone/Synergistic)
  • Quality of Earnings Assessments
  • Identify Risks & Rewards
  • Business Viability Assessment
  • Financial & Operational Due Diligence
  • Human Resources Review
  • Information Technology Systems
  • Market Analysis
  • Competitive Analysis
  • Working Capital Analysis
  • Evaluation of Significant Tax Exposure
  • Adequacy of Reserves & Accruals
  • Commitments & Contingency Analysis
  • Earnout Provision Strategy

Business Divestiture Services

  • Business Valuation
  • Offer Evaluation/Counter Offer Strategy
  • Reverse Due Diligence on Potential Acquirers
  • EBITDA Enhancement Assessment
  • Data Room Management
  • Net Cash In Pocket Analysis
  • Rollover Equity Evaluation
  • Pre-Deal Recapitalization Strategy
  • Transaction Structure Analysis
  • Purchase Agreement Considerations

Consideration of Financial Alternatives & Introduction to Sources of Capital

  • Equity (including Start-Up/Seed and Angel Financing)
  • Mezzanine (Subordinate Debt/Preferred Stock)
  • Senior Debt
  • Corporate Partners

Post Acquisition/Merger Integration Advisory Services

  • Business & Financing Plans
  • Business Assessment & Documentation
  • Financial Modeling
  • Drafting of Documents
  • Post-Transaction Investment Planning
  • Goodwill Impairment Testing

Transaction Planning & Structuring

  • Asset vs. Stock Acquisition/Sale Considerations
  • Purchase Price Allocation
  • Topic 740 Deferred Tax Analysis
  • 338 (h)(10) Analysis
  • Effective Income Tax Planning
  • Personal Goodwill Analysis

Business Startup/Co-Founder Services

  • “Rent” a CFO or Controller
  • Strategic Financing & Business Plans


  • Management Reviews
  • Operations Consulting
  • Debt Restructuring
  • Workouts & Business Restructuring