Menu

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.

  • Bob Jacobson, Dave Noonan

Most Recent Insights

Strategic use of technology can drive manufacturing growth

INSIGHT ARTICLE

Strategic use of technology can drive manufacturing growth

Implementing applications and systems has never been more affordable, but success is based on aligning people, processes and technologies.

  • Bob Bell, Gary Horsfall
  • |
  • January 13, 2017

INSIGHT ARTICLE

The importance of pretransaction sellside SALT due diligence

By preparing for a sale through sell side tax due diligence, a seller can fix issues before they are identified by a potential buyer.

  • John Wojcik, John Wozniczka
  • |
  • January 12, 2017

INSIGHT ARTICLE

Conducting sell-side due diligence yields best results

Sell-side due diligence facilitates a more efficient transaction and offers a better understanding of a company’s strengths and weaknesses.

  • Marc Logan
  • |
  • January 11, 2017
Technology strategy is key to your growth

INSIGHT ARTICLE

Technology strategy is key to your growth

Technology is at the core of all businesses today. Companies wanting to achieve growth and manage risk must have a solid technology strategy.

  • Jonathan Caforio, Chris Wetmore
  • |
  • January 11, 2017

INSIGHT ARTICLE

Don't let working capital kill the deal

Starting the working capital mechanism discussion at the onset of a transaction is more important than ever. Learn more here.

  • Ryan Branon
  • |
  • January 11, 2017
Top 2017 trends for food and beverage industry businesses

VIDEO

Top 2017 trends for food and beverage industry businesses

From spicy foods to smartphones, what should growing food and beverage businesses focus on for 2017? Watch these short videos to learn more.

  • Cristin Singer
  • |
  • January 11, 2017

INSIGHT ARTICLE

Recap: 2016 tax changes affecting consumer products companies

What are some of the key tax considerations affecting consumer products companies this year and next? Learn more.

  • Matt Talcoff
  • |
  • January 06, 2017

INSIGHT ARTICLE

How to transfer carried interest

When it comes to estate planning, GPs would be wise to consider gifting the ownership of carried interest, and getting it properly valued.

  • Lindsay Hill
  • |
  • December 12, 2016

How can we help you?

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



Contact

Milton Marcotte
National Practice Leader
312.634.3143