Transaction Advisory Services

Whether you are a buyer or seller, we offer flexible transaction advisory services throughout the M&A lifecycle. We know that every deal is different and tailor our approach to the unique aspects of your transaction, including the target’s industry, complexity and size, as well as your plans and goals to realize value from the transaction.

Our Firm’s deep ties to the middle market and our national dedicated team’s industry-leading knowledge come together in your deal team to put you in a Position of Strength. Withum’s Transaction Advisory Team works closely with our industry teams and global network in domestic and cross-border deals across a wide range of industry sectors.

We’ll Be Here Through the Lifecycle of the Deal

We have the expertise and experience to advise you throughout the deal cycle – strategy, transaction readiness, deal execution, integration, value creation until realizing the returns on your investment of time, effort and capital.

Sourcing

Target Screening
Strategic Fit Assessment
Financial Modeling

Integration

Integration Planning and Project Management
Purchase Price Allocation
Working Capital Adjustment
Finance and Accounting Outsourcing
IT Integration and Upgrades
Cybersecurity
Data Analytics and Dashboard Reporting
Change Management

Realization

Execution

Value Creation

Performance Improvement
Technology Improvement
Assurance and Accounting
Tax
Supply Chain Improvement
Process Reengineering

Strategy

Acquisition Strategy
Sale Process Strategy
ESG Strategy
Supply Chain Strategy

Our Approach

Projects are actively led by partners and industry experts, ensuring you receive the highest quality analysis and advice.

Our transaction advisory team has years of deal experience with access to over 1,200 Withum professionals having expertise in a variety of industries and specializations to bring added value to your transaction.

Every transaction is unique, which is why we work with you to customize the scope of work for each engagement working with the deal team through open, real-time communication.

Our main goal is to identify the critical value drivers in the deal, communicate the risks & opportunities we discover, and then provide practical advice to manage the transaction to allow deals to close and companies to thrive.

We understand that deals develop at a fast pace. Our professionals are driven, responsive and quick to react to new developments and changing deal dynamics.

Take a Seat at The Capital Table

Listen to our M&A podcast, The Capital Table, as leading experts dive into the private equity and M&A worlds, and provide you with the knowledge you need to excel in a rapidly changing marketplace.

Listen Here