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Transaction Services

Our transaction advisory services team brings focus and confidence to the fast-paced deal environment. We work closely with you to analyze and validate targets, giving you the clarity to make well-informed decisions. As your single solution for transaction management, we offer flexible and scalable services throughout the investment life cycle, bringing you the resources you need based on the unique dynamics of your transaction, including the target’s industry, size, and complexity.

Our team supports you throughout the transaction, ownership, and exit cycles. From due diligence through the opening balance sheet and ongoing annual audit, our “no-surprises” philosophy means we work closely and collaboratively with you to identify and address issues early to facilitate your transaction and a strong first 100 days.

Up Next

Critical due diligence considerations

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4 min read
What IT risks are you inheriting with your acquisition?
If your target meets any of these four criteria, don't skip due diligence.
Doug Hockenbrocht
Article June 16, 2017 4 min read
Ten critical factors to accurately assess your target's growth potential
Daron Gifford
Article October 25, 2016 5 min read
Identify hidden financial and tax risks for your acquisition
Matthew Petrucci
Article October 26, 2016 3 min read
Address these three high-risk areas for a successful acquisition
Dennis Graham
Article October 26, 2016 4 min read

Private equity due diligence guidebook
Tactics to mitigate uncertainties and invest with greater confidence

Private equity tackles value creation

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2 min read
Operational improvements to achieve private equity value creation
There are three critical ways to both protect and grow value through operations: lead differently, optimize for the future, and measure for success.
Dave Plomin
Article September 22, 2017 2 min read
Increase private equity value with IT assessment and strategy
Craig Zampa
Article September 27, 2017 4 min read
Upgrading the finance function for your private equity acquisition
Brad Rummel
Article September 12, 2017 3 min read
Prevent private equity value erosion with proper tax planning
Tim Addison
Article September 14, 2017 3 min read

Transaction Services Thought Leadership

  • Equity compensation: 10 tips to get you ready for year end
    Did your company issue equity compensation in 2017? Here are 10 things to consider as you prepare for year-end equity compensation planning.
    David Howell
    Article October 27, 2017 1 min read
    Image of staff in a meeting with one man writing on a flipchart.
  • The fright factor of blockchain
    Blockchain. The word is, almost eerily, cropping up everywhere. Here's why we might be well-served to be a little scared. Read more at Crain’s Cleveland Business.
    Raj Patel
    October 20, 2017 3 min read
    Padlock and credit cards on top of laptop keyboard.
  • Revenue recognition and due diligence: Understanding the impact
    For private equity groups, whether buying or selling, the new revenue recognition model could affect the timing of when revenue is recorded, which could have surprising impacts on quality of earnings. Here's what it means for your valuation models during due diligence.
    Christa LaBrosse Lesley McCarthy Andrea Slabinski
    Article October 20, 2017 5 min read
    Image of hands holding pen over clipboard with graph.
  • Combat disruption with a flexible operations model
    Disruption is pressuring organizations to make often significant changes to stay competitive and profitable. Here are six ways to drive more flexible operations and, consequently, success.
    Dave Plomin
    October 17, 2017 7 min read
    Group of people looking at a presentation on a hand-held tablet device.

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Our clients say

Plante Moran’s transaction advisory services helped us identify and validate investment opportunities and define and mitigate potential risks, avoiding surprises post-closing. Their audit and tax teams tailor their approach and solutions to ensure our portfolio companies are implementing best-in-class financial reporting practices and proactive tax strategies to optimize after-tax cash flows. Plante Moran’s “one-firm” firm approach is particularly useful for private equity groups like ourselves due to the access to the full resources of the firm, whether it be tax, audit, valuation, or various consulting needs. There’s always someone with the right expertise and experience to respond to our needs.

Richard J. Harpster Managing Director, Svoboda Capital Partners

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1 min read
Buy side due diligence for an expanding food processor
Financial, tax, and IT due diligence leads to a significant reduction in purchase price and aides in strategic growth decisions.
Case Study May 31, 2017 1 min read
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1 min read
Accounting and financial reporting transition
Market-leading food manufacturer overcomes critical challenges with internal controls, accounting processes, procedures, and financial reporting following large acquisition.
Case Study May 31, 2017 1 min read

Our Team

Since each client and transaction is unique, you'll work with a handpicked team that has deep experience in the target's industry and knows the issues and opportunities. Our team's insight provides you with clear direction, actionable guidance, and critical solutions to make your deal successful.