Transaction Advisory

Leverage Due Diligence to Minimize Risk and Maximize Value

Whether buying or selling a business, the Cherry Bekaert Transaction Advisory Services practice helps clients reduce risk while enhancing the overall transaction value. Throughout every step of the due diligence process, our team of dedicated transaction advisory professionals works with each client to develop customized solutions designed to meet the client’s specific needs. In both buy-side and sell-side engagements, private equity firms, venture capital funds, public and private companies and their intermediaries depend on our due diligence services to understand the true earnings power of a company.

Our clients benefit from our successful track record of navigating the most complex engagements, including global transaction services. The Transaction Advisory Services practice has successfully undertaken both domestic and cross-border transactions with transaction values ranging from $10 million to almost $1 billion. Our global transaction services have covered industry segments such as retail, automotive, building products, technology, healthcare and life sciences, manufacturing and distribution, financial services, transportation and logistics, IT services, government contractors and entertainment.

With a thorough understanding and specialization in middle market M&A activities, our team applies deep industry knowledge and keen analytical skills to identify value propositions in business combinations, while minimizing the risk and exposure faced during these transactions. This approach emphasizes collaboration, proactive communication, responsiveness and high levels of participation from our seasoned professionals throughout the entire transaction life cycle.

The Transaction Advisory Services practice is comprised of experienced financial and tax transaction personnel who spend their time exclusively undertaking due diligence engagements. These individuals have the unique ability to focus on the early identification of critical issues, understand key risk factors and maximize transaction values and opportunities. Many team members have prior Big Four experience, which provides an additional perspective to our clients.

A full range of advisory, accounting, tax and valuation experience is available to assist our clients in addressing both the financial and non-financial issues that arise before, during and after transactions. Our experience includes:

  • Quality of Earnings engagements
  • Financial due diligence
  • Tax due diligence and structuring
  • Global transaction services
  • Working capital analysis
  • Carve-out transactions
  • Financial modeling
  • Valuation services including ASC 805
  • Collateral reviews
  • Compensation and benefits
  • Post-merger integration
  • Post-closing purchase price adjustments
  • Post-closing working capital adjustments
  • Opening balance sheet preparation