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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

How a 3-year technology plan helps control risk, drive growth

INSIGHT ARTICLE

How a 3-year technology plan helps control risk, drive growth

Learn how a three-year technology plan helps financial institutions and their boards control risk and build an IT strategy to drive growth.

  • Brad Steppig
  • |
  • March 20, 2017
Q4 2016 Dealmaker Roundup

VIDEO

Q4 2016 Dealmaker Roundup

Industry experts share their perspective on the big deal rebound, the boom in add-ons, the drop in deal value and what will happen in 2017.

  • March 16, 2017
Making the case for internal audit outsourcing

AUDIOCAST

Making the case for internal audit outsourcing

Listen to this podcast to learn how organizations are using internal audit outsourcing to help address and meet compliance requirements.

  • Robert Frattasio
  • |
  • March 15, 2017
Valuation needs in the life sciences industry are anything but generic

CASE STUDY

Valuation needs in the life sciences industry are anything but generic

This case study focuses on the importance of a deep understanding in life sciences company valuations. Learn more.

  • Christopher LaDue, Michael Taglieri, Ron Nahaas
  • |
  • March 09, 2017

VIDEO

A career built on emotional intelligence

As co-CEO of The Riverside Company, Stewart Kohl's ability to connect with people has driven his career in private equity.

  • March 06, 2017
Top trends to watch in 2017 in the fashion and home furnishings sector

VIDEO

Top trends to watch in 2017 in the fashion and home furnishings sector

In these brief videos, learn what business trends and issues are impacting the fashion and home furnishings sector in 2017.

  • Carol Lapidus
  • |
  • March 06, 2017
2016 Annual Information Technology Industry Spotlight

INSIGHT ARTICLE

2016 Annual Information Technology Industry Spotlight

Technology boom drives a busy year for dealmaking in the technology industry. With pressure to deploy capital, 2017 may be just as active.

  • March 02, 2017
2016 Annual Health Care Industry Spotlight

INSIGHT ARTICLE

2016 Annual Health Care Industry Spotlight

Mergers and acquisitions activity slows in health care as uncertainty around the Affordable Care Act, other legislation clouds industry.

  • March 02, 2017

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