Skip to Content

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.

2017 ACG New York Champion's Awards Winner for Accounting Firm of the Year

Up Next

Tax reform for private equity: Uncovering opportunities

Ground view of skyscrapers
60 minute watch
Tax reform: What are the implications on M&A structuring?
How will the Tax Cuts and Jobs Act affect private equity investors and sponsors? Join Plante Moran's and ACG Global's webinar to hear from our experts on the key provisions and strategies that you need to know about tax reform.
Michael Monaghan
Webinar February 14, 2018 60 minute watch Upcoming
Tax reform: What private equity needs to know now
Annette Tenerelli-Lemke
Article December 27, 2017 3 minute read
International tax reform: A look at provisions affecting multinational businesses
Randall Janiczek
Webinar January 23, 2018 60 min watch Upcoming
President signs tax reform bill, making sweeping changes to existing law
Stephen Eckert
Article December 27, 2017 3 min read

Six critical due diligence considerations for private equity
Strategies to mitigate uncertainties and invest with greater confidence

Critical due diligence considerations

Image for private equity due diligence AoF
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
Matt 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

Related Events

  • ACG Detroit tax reform presentation
    The Tax Cuts and Jobs Act has sweeping ramifications for private equity. Join us February 14 to learn how tax reform could impact the structure of your investments.
    Tim Addison Jeremy Sikkema
    Event February 14, 2018 60 minute watch Upcoming
    Three men looking at one document.
  • Tax reform: What are the implications on M&A structuring?
    How will the Tax Cuts and Jobs Act affect private equity investors and sponsors? Join Plante Moran's and ACG Global's webinar to hear from our experts on the key provisions and strategies that you need to know about tax reform.
    Michael Monaghan Tim Addison Jeremy Sikkema
    Webinar February 14, 2018 60 minute watch Upcoming
    Image of the top of the capitol building in Washington D.C.

Transaction Services Thought Leadership

  • Learn from your peers: Uncap deal trends and challenges

    From sale readiness and interest rate trends to longer hold periods and achieving differentiation in a seller’s market, private equity companies share their struggles and insights at the ACG Chicago Midwest Capital Connection.

    January 15, 2018 1 min read
    Three people looking at a chart
  • Preparing for potential NAFTA negotiation outcomes
    Are you considering operations in Mexico? Do you know the generalized tariff rate for your products? What exactly does a change in NAFTA content mean for you?
    Scott Sneckenberger Alejandro A. Rodriguez
    Article January 03, 2018 3 min read
    Image of international flags from below.
  • President signs tax reform bill, making sweeping changes to existing law

    The president signed into law H.R. 1 (originally known as the “Tax Cuts and Jobs Act”), making sweeping changes to existing tax law. It will impact virtually every taxpayer in some way. Here’s what to watch for.

     

    Stephen Eckert Kurt Piwko Michael Monaghan James Minutolo
    Article December 27, 2017 3 min read
    Image of person working
  • Tax reform: What private equity needs to know now
    The Tax Cut and Jobs Act could alter the mechanics of equity investing and the expected returns from those investments. What are the key provisions that private equity investors and sponsors need to focus on now? Find out at ACG New York.
    Annette Tenerelli-Lemke
    Article December 27, 2017 3 minute read
    Image of two businessmen sitting at a table reviewing information on a laptop.

Up Next

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

Image of two people meeting
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
Image of people meeting
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

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.

Michele McHale, Private Equity Practice Leader, honored as one of 2018's Most Influential Women in Middle Market M&A by Mergers & Acquisitions