Our Services

Whether you are buying, selling, reorganizing, or investing in a business, you know that all transactions involve both risk and opportunity. Our dedicated and experienced Transaction Advisory Services team will advise you through every stage of the transaction life cycle. By leveraging our team’s analytical skill and real-world experience, we deliver data-driven insights to help reduce risk and maximize transaction value.

Our transaction advisory team includes financial, tax, IT, and management consultant professionals that partner with private equity firms, family offices, mezzanine funds, and public and private companies in the middle market across a broad range of industry verticals. We tailor our approach for each engagement to focus on strategic objectives and key deal points to provide sound advice and insight to help you make the right decision.

Buy-Side Financial Due Diligence

Quality of earnings and revenue

Analyses of working capital, debt and debt-like items, and profitability

Analyses of business trends and potential risks

Accounting systems assessments


Sell-Side Financial Due Diligence

Quality of earnings and revenue

Analyses of working capital

Carve out assistance and issues

Data room and buy-side request assistance

Technical accounting matters

Tax Due Diligence & Structuring

Advice and modeling

Tax optimization and structuring

Assessment of income tax methods

Tax compliance and exposure analysis, including federal, state, international, and indirect taxes

Tax attribute limitation analysis

Earnings & Profits analysis

Transfer pricing compliance

Commercial Due Diligence

Competitive landscape

Market sizing and opportunity

Customer segmentation and analysis

Strategy and revenue expectations

Post-Transaction Services

Working capital true-up assistance

Purchase price allocations and disputes • Financial modeling

100-day plan – post-merger integration services

Assurance and tax services

Operational Due Diligence

Synergy / savings opportunities and identification

Cash flow projections

Production assessment and opportunity

Supply chain assessment

Equipment / Assets considerations

IT Due Diligence

IT, cybersecurity, compliance and data privacy

Corrective action plan development

Remediation assistance

Our Team

Brett G. Lanzl


Eric D. Pitts


Tom Leahey


Nick Crandall

Managing Director

Jonathan Barrington


Andrew Blackburn


Anne Crowell


Will Dunn


Viraj Patel


Ben Pokorney


Tyler Wise


Case Studies

Additional Resources

White Paper

A Guide to Evaluating ITs Underlying Risks…

Mar 16th, 2023

Maximizing M&A Value: A guide to evaluating IT’s underlying risks and assets Download White Paper Download the report from a recent survey conducted by Chief…
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Digital Due Diligence: The Value for Private…

Jan 18th, 2022

Emerging and changing technologies introduce new risks and opportunities in the mergers and acquisition space. Capitalizing on these opportunities will give private equity firms additional…
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Contact Our Team