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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.

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Private equity value creation

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Mitigating risk and identifying potential: A case study for operational and commercial due diligence success
View our on-demand webinar, hosted in partnership with ACG Global, to discover the benefits of deploying operational and commercial due diligence to mitigate risk and achieve higher ROI.
Webinar August 29, 2017 46 min watch
Equity compensation in venture capital and private equity
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Article June 19, 2017 6 min read
Revenue recognition: What private equity needs to know
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Private equity due diligence guidebook
Considerations for today's ultra-competitive marketplace

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Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
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Related Events

  • ACG Chicago Midwest Capital Connection
    Plante Moran is pleased to be a sponsor at the 18th annual Midwest ACG Capital Connection conference, showcasing the leaders who are defining the future of middle market investment.
    Event October 16, 2017 - October 17, 2017 1 min read Upcoming
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Transaction Services Thought Leadership

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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.