United States

RSM launches M&A360

Outcome-driven investment framework to enhance value creation


RSM US LLP has launched M&A360TM, an outcome-driven framework to transaction support that helps clients drive value throughout the life of their investments. Today’s M&A landscape is value-centric and growing increasingly complex. Private equity firms need data-driven insights and outcome-focused solutions that minimize risk and maximize return on investment. To help private equity firms navigate this complexity, M&A360TM applies a methodology centered on delivering measurable value to address client issues and opportunities.

Value creation happens across the life cycle of an investment. It requires the application of experience from many angles. Along the way, private equity firms may engage multiple providers with specialized focus in specific areas such as due diligence, strategic planning, integration, portfolio optimization and exit planning. RSM’s M&A360TM is a more effective way to help clients drive value—an integrated, dynamic framework that applies a full suite of services, resources and experience to create transformative value through each stage of the investment life cycle.

“We are continually evaluating how we serve our private equity clients that invest in the middle market to ensure that as their businesses evolve, we’re delivering cutting-edge strategies and solutions to anticipate and meet their needs,” said Don Lipari, national practice leader – private equity services with RSM US LLP. “With RSM’s focus on the middle market and our breadth and depth of services, we can be a one-stop provider, delivering a holistic roadmap from pre-close through exit with M&A360TM aimed at creating enterprise value.”

A key component of M&A360TM centers on the development of integrated, repeatable models for complex transactions—carve-outs and add-on acquisitions—and portfolio management roles that improve efficiency and effectiveness of functional processes by streamlining activities and leveraging automation, and create workforce capacity to focus on value-add and strategic growth.

“Successfully navigating in the current deal landscape is challenging—deal activity has slowed markedly and there is increased competition for deals," said Lipari. “The application of the M&A360TM framework helps us enhance our clients’ business strategy by understanding their investment goals, removing optimization inhibitors, and providing speed-positive, predictable, repeatable and effective results.”

RSM offers a fully comprehensive due diligence offering with more than 450 transaction advisory professionals who are thought leaders in the private equity and M&A space and specialize by industry. Industry-aligned audit, tax and consulting professionals understand the nuanced accounting, tax, technology, operational and risk considerations for private equity firms’ portfolio companies.  RSM has 1,500 private equity and venture capital client relationships and has been advising clients on M&A transactions for 15 years, completing more than 2,800 transactions in the last five years. M&A360TM harnesses the power of that experience and our deep understanding of the transaction space to bring to market an end-to-end solution that creates and sustains value throughout the investment life cycle.  

For more information, visit M&A360TM: Creating transformative value through each stage of the investment life cycle.

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