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Deal Advisory

Assisting Our Clients Realize Value From M&A

Whether you are buying or selling a business, fixing a business, or funding it, there are many moving parts that require detailed attention to ensure maximum value realization. Our Deal Advisory team leverages decades of experience to provide valuable insights into due diligence areas such as financial, Tax, Information Technology/Cyber and Insurance/Benefits. Our professionals are there for you at every turn, from the initial diligence through post-merger integration to exit strategies, we are here to guide you forward.

Customized Approach to Every Deal

We help investors make more informed deal decisions by executing a data driven due diligence process.  Deep insights into business performance gained through our process often provides a post-acquisition roadmap that can assist in the realization of deal value.

Whether you engage us for the buy-side or sell-side process, our experts evaluate each deal situation and prioritize financial, tax, and operational diligence. Leveraging an integrated team of specialists, we look at each aspect and opportunity within a deal to ensure it aligns with our client’s investment strategy and meets their own growth expectations.

Our Deal Advisory professionals recognize the unique and complex aspects of M&A activity and offer a full suite of comprehensive services with an adaptable approach that can be scaled to meet the needs of management.


Who Do We Work With?

Our professionals advise clients in virtually every industry and we have particular expertise and knowledge in private equity sectors focused on healthcare, technology, and industrial businesses. We provide a comprehensive range of M&A services to:

  • Private Equity
  • SPACs
  • Public and Privately Owned Corporations
  • Venture Capital
  • Investment Banks
  • Family Offices
  • Debt Funds
  • Public Business Development Companies

Services Overview

We advise clients on both buy-side and sell-side engagements, including in connection with:

“Deal advisory is much more than simply due diligence services. Our clients, which include some of the largest private equity firms and corporate deal makers in the country, rely on our Deal Advisory team to identify risk and unlock M&A value realization opportunities.”
Jeff Bengtson, National Deal Advisory Practice Leader

Contact Our Deal Advisory Team


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Jeffrey Bengtson

Deal Advisory Practice Leader

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Contact Our Deal Advisory Team