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Transaction Advisory Services

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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
60 min watch
New private equity valuation requirements in 2019: Three things you should know
View our on-demand webinar, in partnership with ACG Global, to gain insight into the newly released valuation and reporting requirement affecting the private equity industry.
David Howell
Webinar Thursday, Dec. 5, 2019 60 min watch
Building a strong platform: Critical IT and cybersecurity considerations
Mike Lipinski
Webinar Thursday, November 15, 2018; 2 - 2:40 p.m. EST 40 minutes watch
Four tax considerations for private equity firms making acquisitions
Joanne Baginski
Article February 13, 2018 1 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.
1 hour 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 1 hour 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

Related Events

  • 12th Annual ACG New York Healthcare Conference
    We’re excited to be a platinum sponsor of the ACG New York 12th Annual Healthcare Conference on February 27.
    Event Thursday, Feb. 27, 2020, 2:30-9:00 p.m. EST Upcoming
    A group of people sitting in chairs, clapping
  • ACG New York March Breakfast Meeting
    Join Plante Moran and Partner Doug Hockenbrocht as he moderates a panel of private equity experts at the ACG New York March Breakfast Meeting.
    Event Thursday, March 5, 2020, 8-10 a.m. EST Upcoming
    People clapping
  • 2020 North American M&A: Legal and financial update
    Please join us at our upcoming business seminar in Tokyo, Japan where we'll be discussing our anticipations around increased mergers and acquisitions (M&A) activity in 2020 as a result of the recent passage of the USMCA.
    Eigo Yamamoto Yusuke Kuramochi Scott Sneckenberger
    Event Thursday, March 26, 2020, 2-7 p.m. Upcoming
    Three professionals talking
  • ACG New York Forward March Madness Networking Reception
    We’re proud to sponsor the ACG New York Forward March Madness Networking Reception at Tonic Bar on March 26.
    Event Thursday, March 26, 2020, 7:30-9:30 p.m. EDT Upcoming
    Friends cheering at a bar

Transaction Services Thought Leadership

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

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