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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 ensure that carve-outs deliver shareholder value, private equity firms need to break free of transition services agreements as quickly as possible.

  • Bob Jacobson, Dave Noonan

Most Recent Insights

Q4 2016 Consumer Products Industry Spotlight

INSIGHT ARTICLE

Q4 2016 Consumer Products Industry Spotlight

Sentiment in consumer products remains guarded, while a focus on quality and clear rationales for acquisitions continues to be paramount.

  • December 02, 2016
Q4 2016 Business Products and Services Industry Spotlight

INSIGHT ARTICLE

Q4 2016 Business Products and Services Industry Spotlight

Stagnancy is in the forecast for business products and services as the industry moves forward with caution amidst tepid domestic growth.

  • December 02, 2016
Q4 2016 Information Technology Industry Spotlight

INSIGHT ARTICLE

Q4 2016 Information Technology Industry Spotlight

Megadeals, industry trends and broad market conditions fuel a blockbuster quarter for M&A deal value in the technology industry.

  • December 01, 2016
Q4 2016 Health Care Industry Spotlight

INSIGHT ARTICLE

Q4 2016 Health Care Industry Spotlight

Challenges in the health care industry and trends across the private equity landscape are resulting in decreased M&A activity.

  • December 01, 2016
An in-depth look at transactional data is irreplaceable

INSIGHT ARTICLE

An in-depth look at transactional data is irreplaceable

Failing to uncover significant operating and financial performance drivers can put a deal and the investors at risk and it’s not necessary.

  • Vince Botti, Milton Marcotte
  • |
  • November 22, 2016

VIDEO

Carlyle's mid-market team: We have a mega advantage

Carlyle’s Rodney Cohen discusses his multi–sector approach, how he looks for value opportunities and what keeps him up at night.

  • November 21, 2016
Technology strategy is key to your growth

INSIGHT ARTICLE

Technology strategy is key to your growth

Technology’s 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
  • |
  • November 18, 2016
2017 Operating Partners Yearbook: Operating partners dig deeper

INSIGHT ARTICLE

2017 Operating Partners Yearbook: Operating partners dig deeper

The 2017 Yearbook features insights from portfolio operations professionals on successfully managing private equity investments.

  • November 01, 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