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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

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5 min read read
Five steps for pass-through firms amid tax reform
There are steps that entrepreneurs need to take to figure out the tax implications regarding pass-through entities. Here's what to do now to avoid unwelcome surprises come tax season. Read more at CFO.com.
Kurt Piwko
Article August 9, 2018 5 min read read
Tax reform implications for M&A transactions
Michael Monaghan
Article March 19, 2018 6 min read
Tax reform playbook: What you can do now and how to plan ahead
Michael Monaghan
Whitepaper May 8, 2018 28 minute read
How tax reform may affect the value of your company: It’s complicated
Richard L. Lies, III
Article March 19, 2018 5 min read

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

Critical due diligence considerations

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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
Brandon M. Podolski Plante Moran Cresa
Article October 26, 2016 4 min read

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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.

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