Transaction Advisory
Whether you are a buyer or seller, we offer flexible transaction advisory services throughout the M&A lifecycle. We know that every deal is different and tailor our approach to the unique aspects of your transaction, including the target’s industry, complexity and size, as well as your plans and goals to realize value from the transaction.
Our Firm’s deep ties to the middle market and our national dedicated team’s industry-leading knowledge come together in your deal team to put you in a Position of Strength. Withum’s Transaction Advisory Team works closely with our industry teams and global network in domestic and cross-border deals across a wide range of industry sectors.
We’ll Be Here Through the Lifecycle of the Deal
We have the expertise and experience to advise you throughout the deal cycle – strategy, transaction readiness, deal execution, integration, value creation until realizing the returns on your investment of time, effort and capital.
Sourcing
- Target Screening
- Strategic Fit Assessment
- Financial Modeling
Integration
- Integration Planning and Project Management
- Purchase Price Allocation
- Working Capital Adjustment
- Finance and Accounting Outsourcing
- IT Integration and Upgrades
- Cybersecurity
- Data Analytics and Dashboard Reporting
- Change Management
Realization
- Sell-Side Financial Due Diligence
- Sale Readiness
- Transaction Tax Structuring
- Wealth Management
- Exit Planning
- ESG Planning
Execution
- Buy-Side Financial Due Diligence
- Tax Due Diligence and Structuring
- Operational Due Diligence
- Cybersecurity Due Diligence
- IT Due Diligence (Systems and Software)
- HR Due Diligence
Value Creation
- Performance Improvement
- Technology Improvement
- Assurance and Accounting
- Tax
- Supply Chain Improvement
- Process Reengineering
Our Approach
Projects are actively led by partners and industry experts, ensuring you receive the highest quality analysis and advice.
Our transaction advisory team has years of deal experience with access to over 1,200 Withum professionals having expertise in a variety of industries and specializations to bring added value to your transaction.
Every transaction is unique, which is why we work with you to customize the scope of work for each engagement working with the deal team through open, real-time communication.
Our main goal is to identify the critical value drivers in the deal, communicate the risks & opportunities we discover, and then provide practical advice to manage the transaction to allow deals to close and companies to thrive.
We understand that deals develop at a fast pace. Our professionals are driven, responsive and quick to react to new developments and changing deal dynamics.
Take a Seat at The Capital Table
Listen to our M&A podcast, The Capital Table, as leading experts dive into the private equity and M&A worlds, and provide you with the knowledge you need to excel in a rapidly changing marketplace.
Contact Us
For more information or to discuss your business needs, please connect with a member of our team.
Leadership
Featured Insights
Kelsey Thomas of Withum Honored With Emerging Leader Award by The M&A Advisor
Withum is proud to announce that Kelsey Thomas, Senior Manager in the Firm’s Transaction Advisory Services Team, has received an esteemed Emerging Leader Award from The M&A Advisor. This prestigious […]
M&A Empow’her’ment – Spotlighting the Women in the M&A World
Introducing M&A Empow'her'ment, a groundbreaking video series dedicated to empowering and celebrating women's achievements in the dynamic world of M&A.
The Capital Table – Insights into the Private Equity and M&A World
Listen to our M&A podcast, The Capital Table, as leading experts dive into the private equity and M&A worlds, and provide you with the knowledge you need to excel in a rapidly changing marketplace.