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.
Areas of Focus
Tax reform for private equity: Uncovering opportunities
Six critical due diligence considerations for private equity
Strategies to mitigate uncertainties and invest with greater confidence
Critical due diligence considerations
ACG Detroit tax reform presentationThe 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.
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.
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.
Preparing for potential NAFTA negotiation outcomesAre 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?
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.
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.
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.