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Transaction Advisory Services

Leveraging opportunities. Controlling risks.

Often, there's a delicate balance between risk and reward. Unfortunately, reports of M&A deals and transactions that failed to deliver the expected results are all too common.

That's why our experienced transaction advisory professionals thoroughly analyze and validate financial, operational and strategic assumptions to reveal opportunities and bring potential dangers to light. We help you structure the deal to ensure the successful integration of business operations, cultures and strategies, and maximize the value of your investment by also focusing on ways to achieve tax efficiencies.

When choosing the right transaction professionals to guide you, industry knowledge and experience are of prime importance. RSM has deep experience in a wide range of industries, including the following, among others:

  • Consumer and industrial products
  • Food and beverage
  • Private equity
  • Business services
  • Technology
  • Health care
  • Financial services
  • Government contracting
  • Manufacturing and distribution
  • Real estate
  • Energy services

Our transaction advisory services include:

Featured Insights

Issues in Negotiating Cash-Free Debt-Free Deals

WHITE PAPER

Issues in Negotiating Cash-Free Debt-Free Deals

Learn how the details affect price in cash-free, debt-free deals.

  • Bob Moore, Andy Jenkins
Optimizing private equity carve-outs for growth

INSIGHT ARTICLE

Optimizing private equity carve-outs for growth

To maximize shareholder value for carve-outs, private equity firms need to break free of transition services agreements as soon as possible.

Most Recent Insights

Q1 2018 Dealmaker Roundup

VIDEO

Q1 2018 Dealmaker Roundup

A panel of private equity deal experts discuss the trends behind the deal statistics and outcomes from Q1 2018.

  • April 16, 2018
New Revenue Recognition Rules: Why They Matter for PE

VIDEO

New Revenue Recognition Rules: Why They Matter for PE

RSM professional talks about the impacts of the new revenue recognition standard and its effect on private equity firms.

  • March 21, 2018
Powerhouses in PE: Howard Newman's Serendipitous Success

VIDEO

Powerhouses in PE: Howard Newman's Serendipitous Success

Pine Brook CEO Howard Newman is up close and personal with RSM's Don Lipari to share his thoughts and insights on a wide array of topics.

  • March 20, 2018
Q4 2017 Information Technology Industry Spotlight

INSIGHT ARTICLE

Q4 2017 Information Technology Industry Spotlight

Record-high transaction multiples for IT companies deter speedy closes and incentivize greater acquirer diligence.

  • February 22, 2018
Q4 2017 Health Care Industry Spotlight

INSIGHT ARTICLE

Q4 2017 Health Care Industry Spotlight

Significant deal value, propped up by outliers, suggests cash-rich acquires and fervent bidding for top assets.

  • February 22, 2018
Q4 2017 Consumer Products Industry Spotlight

INSIGHT ARTICLE

Q4 2017 Consumer Products Industry Spotlight

Despite upswings in discretionary and disposable income, tax legislation changes have sparked new uncertainties among consumers.

  • February 22, 2018
Q4 2017 Business Products and Services Industry Spotlight

INSIGHT ARTICLE

Q4 2017 Business Products and Services Industry Spotlight

With a shift in attention to technology advances, private equity investors increased their focus on digitally focused services business.

  • February 22, 2018
Q4 2017 Dealmaker Roundup

VIDEO

Q4 2017 Dealmaker Roundup

A panel of private equity deal experts discuss the trends behind the deal statistics of the last quarter of 2017.

  • February 08, 2018

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or


Transaction Digest newsletter

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Contact

Milton Marcotte
National Practice Leader
312.634.3143