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Transaction Advisory Services

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CARES Act: Get clarity. Then take action. Access our resource center.

CARES Act: Get clarity. Then take action. Access our resource center.

CARES Act: Get clarity. Then take action. Access our resource center.

From day one to deal done

In today’s fast-paced deal environment, transactions happen quickly. From pre-LOI through post-acquisition, we’ll provide the clarity you need to ensure a healthy return on your investment. Whether you’re a buyer or seller, we offer flexible and scalable solutions throughout the investment life cycle. With expertise in buy-side diligence and sell-side diligence, we’ll tailor our approach to the unique dynamics of your transaction, including the company’s industry, size, and complexity.

Additionally, we’ll help you unlock the full value of your deal post-close, integrating strategic, operational, cultural, and financial considerations.

As your single solution for transaction management and integration, our experts provide the insight and details you need to make well-informed decisions. When time is a critical factor, we’ll deliver responsive, comprehensive communications. Our detail-packed reports — weighing the unique dynamics of your transaction — will help you expedite the process and identify, evaluate, and mitigate risk.

Critical due diligence considerations

boardrooom with wood table and white office chairs
8 min read
COVID-19 impact on domestic middle-market mergers & acquisitions

In the midst of M&A chaos and disruption resulting from the COVID-19 pandemic, opportunities exist for market consolidation and distressed acquisitions. We partnered with Sherman & Howard’s Lyle Wallace to bring these opportunities to light.   

Joanne Baginski
Article April 30, 2020 8 min read
Structuring transactions and tax planning in difficult times
Mark Blumenthal
Webinar May 13, 2020 66 min watch
Minimizing your risk of GAAP-related post-close disputes
Brian Lappen
Article October 25, 2019 4 min read
Assess the impact: COVID-19 and private equity portfolio valuations
David Howell
Article June 18, 2020 3 min read

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

Private equity exit planning strategies

Stairway with an escalator next to it.
60 min watch
The Tax Cuts and Jobs Act and Wayfair decision: Their impacts on private equity
Wondering what impacts the Tax Cuts and Jobs Act has on private equity funds? Need more information on the impacts and opportunities created by the Wayfair decision regarding your portfolio companies? View our on-demand webinar, presented in partnership with ACG Global, to learn more.
Jeremy Sikkema
Webinar January 23, 2020 60 min watch
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
White Paper February 6, 2019 15 min read
New private equity valuation requirements in 2019: Three things you should know
David Howell
Webinar Thursday, Dec. 5, 2019 60 min watch
Seven steps to getting the sale price that you want when exiting
Joanne Baginski
Article June 8, 2017 1 min read

Five key strategies to unlock maximum value for exit planning
Tactics to mitigate surprises, accelerate closing, and ensure maximum return during the exit stage

Private equity industry trends in focus

Private Equity trends image of road in tunnel
4 min watch
Frazier Healthcare Partners capitalizes on the transforming healthcare investment market
The complex healthcare market continues to evolve, providing prime investment opportunities for seasoned private equity investors. Watch as we chat with Frazier Healthcare Partners about capitalizing during the industry’s transformation.
Duane J. Fitch
Video December 4, 2018 4 min watch

Transaction Services Thought Leadership

  • Professional services playbook: Adapt today, thrive tomorrow

    Even before COVID-19 shut down the economy, the professional services industry was undergoing a transformation. Here’s what you need to know to adapt to change, be better prepared for what’s next, and get ahead of the competition. 

    Nevra Kreger Dave Herrington Kevin Flattery
    Article June 25, 2020 10 min read
    Younger businesswoman sitting at a table using a laptop computer.
  • Assess the impact: COVID-19 and private equity portfolio valuations

    Understanding the impact of COVID-19 on the valuation of private equity investments is crucial for accurate financial reporting and strategic decision-making. PE firms should revisit valuation policies and consider these key factors and opportunities. 

    David Howell Richard L. Lies, III Dan Kapala
    Article June 18, 2020 3 min read
    Business woman wearing yellow dress shirt standing in the lobby area of a building looking out the window.
  • Improving liquidity in the era of COVID-19 and beyond

    Concerned your company doesn’t have enough cash to weather the COVID-19 storm? Improve your liquidity, and set your organization up for a strong recovery by improving your customer management, inventory management, and vendor management. Find out how.

    Joanne Baginski Ted Morgan
    Article June 11, 2020 8 min read
    Businessman sitting in lobby area for a building reading news.
  • What investors want to know now: A way forward

    Uncertain about the current financial landscape? Our advisors share insights on some of the top issues investors face today and how to move forward. 

    Jim Baird Wealth Management Dawn Jinsky Wealth Management Sara Montgomery Wealth Management David Stahl Wealth Management Jaime Eckels Wealth Management
    Webinar June 9, 2020 60 min watch
    Businessman standing in his office looking out the window.

Guiding you forward

Our experts know your industry dynamics, including trends, challenges, and opportunities for growth. Working as an extension of your team, we’ll help you mitigate risk, maximize value, and guide you on how best to proceed.

Because we advise on over 350 deals annually, we understand working capital considerations and resolutions, tax exposures and savings, cash flow and forecast analysis, and purchase price adjustments and disputes. We take a comprehensive approach to each engagement and ask thoughtful and considerate questions of your management, which helps make the transaction a positive experience on all sides. We’ll continue post-close to help ensure a successful integration.

In the words of our transactions services leader, Matt Petrucci, “Some may feel the pressures of a fast-paced market, but our team thrives on it. We jump on each engagement — ready to help clients maximize their transaction value. Our team knows what drives profitability in your industry and how to close deals quickly and efficiently.”

Our clients say

Plante Moran has been working with Huron Capital for more than 15 years. They conduct quality of earnings and tax structuring analyses for Huron deal prospects (both platforms and add-ons). They also perform portfolio company audits and consult on corporate development matters. It is great to work with the Plante Moran team. They strive to complete pre-work ahead of site visits to ensure time with management team is both efficient and effective. Their responsiveness is simply outstanding. Plante Moran consultants also are adept at identifying red flags while being practical and risk-adjusting their findings. In terms of portfolio company work, the Plante Moran team has reviewed budgets and provided an independent perspective on achievability and assumptions that drive the buildup. This is helpful as we set financial targets for our portfolio companies.

 

Brian Demkowicz Managing Partner, Huron Capital Partners

Basket of food in store
1 min read
Food company achieves successful sale in the midst of massive growth
A middle-market-branded food company was experiencing exponential growth while simultaneously preparing for a sale. Here's how they successfully closed the transaction and met new public company regulations.
Brian Wiedenhoeft
Case Study September 3, 2019 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

How can we help your business?

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