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

Post merger integration: Failing to plan is planning to fail

ARTICLE

Post merger integration: Failing to plan is planning to fail

Increasing the success of an integration requires buyers to start the planning process before the deal is completed.

  • Jonathan Caforio, Addison Blackwell
  • |
  • February 23, 2017
Technology assets and detailed data: What private equity buyers want

VIDEO

Technology assets and detailed data: What private equity buyers want

Listen to Mike Fanelli, RSM partner, discuss the private equity buying trends and how differentiation is top of mind for all.

  • Michael Fanelli
  • |
  • February 10, 2017
Tips for a successful expat assignment

VIDEO

Tips for a successful expat assignment

Sending employees overseas requires careful planning. Watch now for tips on successful international assignment and repatriation.

  • Mary Bojarczuk, Sarah Waters
  • |
  • January 19, 2017
3 big questions about your business succession plans

VIDEO

3 big questions about your business succession plans

Planning for and managing through a business succession means thoughtfully and objectively answering three important questions. Learn more.

  • Chris Bradford, Michael Ferraro, Chad Tramp
  • |
  • January 19, 2017
Understanding and applying bonus depreciation

VIDEO

Understanding and applying bonus depreciation

Bonus depreciation is available on qualified purchases through 2019. Plan accordingly to maximize this incentive.

  • Ryan Corcoran , Justin Silva
  • |
  • January 19, 2017
Intersection of growth strategy and tax planning

VIDEO

Intersection of growth strategy and tax planning

In this brief video, E.J. Nedder and Tony Urban share some key tax areas to consider as part of your business growth planning. Watch now.

  • Ernest J Nedder, Tony Urban
  • |
  • January 18, 2017
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

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