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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

VIDEO

Jay Jordan of The Jordan Company

This fourth installment of the Powerhouses in private equity series features a candid conversation between RSM's Don Lipari and Jay Jordan.

  • May 30, 2017
Q1 2017 Information Technology Industry Spotlight

INSIGHT ARTICLE

Q1 2017 Information Technology Industry Spotlight

Sentiment around information technology M&A remains bullish, but stiff competition and high valuations are still affecting deal volume.

  • May 30, 2017
Q1 2017 Health Care Industry Spotlight

INSIGHT ARTICLE

Q1 2017 Health Care Industry Spotlight

With dealmaking characterized by large transactions amid slowing volume, health care remains an attractive yet challenging prospect.

  • May 30, 2017

VIDEO

Investing in the Energy Bottleneck

How will the coming deregulation of the U.S. energy industry begin a private capital investment wave? Two specialists share their thoughts.

  • May 23, 2017

CASE STUDY

French company seeks help with acquisition of first US target

Learn how RSM's Country Desk program helped a foreign-owned company successfully make its first US-based acquisition.

  • May 16, 2017
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
'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
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

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