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.

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.

  • Target Screening
  • Strategic Fit Assessment
  • Financial Modeling
  • Acquisition Strategy
  • Sale Process Strategy
  • Supply Chain Strategy

Our Approach

Experience Matters

Projects are actively led by partners and industry experts, ensuring you receive the highest quality analysis and advice.

Specialized Skills Add Value

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.

Personalized Services Achieve Results

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.

Professional Practical Advice to Reach Goals

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.

Deal Speed

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.

Why Withum

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.

the capital table podcast title against a dark background

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.

Listen Here

Connect with our Leaders

Steve-Brady_Web
Advisory, Partner, Service Leader
Jeanette-Jordan_Web
Partner
Princeton, NJ – Corporate Headquarters
Paul-Helderman_Web
Emeritus Partner
Whippany, NJ
Michael-Ritchie_Web
Partner
Orange County, CA

Transaction Advisory Insights

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private equity podcast
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.

Read more
2026-Kelsey-Thomas-50-50
Kelsey Thomas Named Opus Connect’s 2025 Woman of the Year

This annual recognition honors a member who demonstrates exceptional commitment to the Opus Connect community through consistent participation, leadership and meaningful support of peers. Kelsey was recognized for her commitment to advancing the industry and its community through an M&A lens. Throughout her over 15-year career in public accounting, Kelsey has distinguished herself through seasoned…

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Valuing Data: Its Impact on M&A and Financial Statements

In the modern economy, data is often described as “the new oil,” but how do you measure the value of a digital asset that doesn’t appear on the balance sheet? From healthcare algorithms to customer behavior datasets, proprietary data is driving deal premiums and intellectual property strategies across sectors. However, many businesses struggle to articulate,…

Contact Us

For more information or to discuss your business needs, please connect with a member of our team.

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.