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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 2017 Dealmaker Roundup

VIDEO

Q1 2017 Dealmaker Roundup

From the mega-deal void to a dip in private equity-backed exit activity, three middle market deal veterans compare notes on Q1 activity.

  • April 27, 2017
Understand available elections after a CODI event to claim tax savings

INSIGHT ARTICLE

Understand available elections after a CODI event to claim tax savings

Taxpayers may be able to retain net operating losses rather than tax basis in assets following a CODI event. Learn more.

  • Justin Audenaert
  • |
  • April 18, 2017
'Need to know' is the new 'nice to know'

VIDEO

'Need to know' is the new 'nice to know'

Private equity CFOs are paramount players in both the value-creation plan and operational improvement of the firm’s portfolio companies.

  • April 14, 2017

INSIGHT ARTICLE

Middle market insurers: Prepare to meet new realities

Learn how middle market insurers most evolve to meet changes in everything from customer preferences to service delivery to risk models.

  • April 12, 2017
Manufacturers prepare for risks-both known and unknown

INSIGHT ARTICLE

Manufacturers prepare for risks-both known and unknown

Addressing risks only when they become problems is too late. A company must assess their potential risks and implement strategies.

  • Steve Menaker, Dan Whelan, Scott Vanlandingham
  • |
  • April 10, 2017
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

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