The Schneider Downs M&A and Transaction Advisory Team guides organizations to successful outcomes of all business transactions, mergers and acquisitions, capital raising and succession planning. 

Download our Schneider Downs M&A and Transction Advisory Brochure to learn more or access the services below for quick reference. 

Baseline and Readiness Assessments

Due Diligence

• Buy-side Due Diligence
• Sell-side Due Diligence
• Operational Due Diligence
• Financial and Tax Due Diligence
• Strategic Due Diligence
• Technical Due Diligence
• ESG Due Diligence

Capital and Value Assessments

Quality of Earnings

Business Valuation

Exit and Succession Planning

Business Restructuring and Turnaround Services

Growth, Strategy and Transaction Advisory Services

Management Advisory Services

• Strategic Execution and Value Creation
• Financial Planning Analysis
• Operations Management
• Performance and Profit Improvement
• Remediation (Operational Cost Efficiency)

Managed Accounting Services

• CFO Services
• Controller Services
• Full Accounting Solution

Technical Accounting Advisory

• Accounting for Complex Transactions
• Technical Accounting and Financial Reporting

Tax Planning and Advisory Services

• Tax Services
• Tax Structures
• Tax Planning

Technology and Data Advisory

• Digital Transformation
• Post-merger Integration Services
• IT Control Reviews
• Compliance Assessments

Data Analytics for Financial Transactions

Investment Banking

Acquisition Advisory

Capital Raising

Sale & Divestiture Advisory

Real Estate Capital Markets

Services for Private Equity Firms

Specialized Services for Companies with ESOPs

Strategic and Financial Advisory

Transactions

Post-Transaction Advisory Services

Deal Thesis and Integration Analysis

Integration Management Office Services

New Entity Structure and Strategy

Post-Merger Integration Consulting (PMI)

• Integration Management Office (IMO)
• Synergy and Rationalization (Front/Back-Office)
• Risk Management Process Control Integration

Program Management Office Services

Transition Service Agreement Management (TSA)

Meet The Team

Ready to Get Started?

For more information on how the Schneider Downs M&A and Transaction Advisory Team can help you maximize the value of your business, contact us at [email protected].

About Schneider Downs M&A and Transaction Advisory Services

The Schneider Downs Transaction Advisory Services and Corporate Finance Teams provide the strategy, guidance and services organizations need to create value through all stages of a transaction, including due diligence and quality of earnings, mergers and acquisitions, exit and succession planning, capital raising and corporate finance

Visit our dedicated M&A and Transaction Advisory Services page or contact the team directly at [email protected].

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.