Transaction Advisory Services

PRIMARY CONTACT: Joel Rosenthal CPA, CVA (Pittsburgh)

The Schneider Downs Transaction Advisory Services team is committed to assisting clients with critical business decisions by applying our insights, providing innovations and leveraging our experience to each unique situation. We work with our clients to provide strategic consulting and analysis specifically related to issues involved in business transactions and transitions.

The Transaction Advisory Services Team has built its reputation from successful projects performed for:

  • Private Equity Firms
  • Public Companies
  • Privately Held Companies
  • Individuals

Led by a seasoned team of the firm’s shareholders, our extensive experiences enable us to deliver insightful analysis to our clients in an efficient and streamlined process.

Recognizing that every transaction advisory engagement is different, Schneider Downs ensures that experienced and appropriately skilled professionals with applicable industry specializations are assigned to engagement teams. The knowledge and experience of our advisory team can aid significantly throughout the planning of your transaction.

Our team consists of specialists such as:

  • Core Financial Due Diligence Professionals
  • Operational Due Diligence Specialists
  • Information Technology Specialists
  • Process Improvement Specialists
  • Employee Benefit Specialists
  • Tax Specialists
  • International Tax Specialists
  • Corporate Finance and Senior Financial Analysts
  • Valuation Specialists

The key aspects of our due diligence engagements include:

Project Management
Employee Benefits Review
Deal Analysis and Structuring
Estate and Gift Taxes
Financial Due Diligence
IT Assessments
Operational Due Diligence
Post-Merger Services
Tax Due Diligence
Valuation Services

Project Management – We realize that a successful due diligence project can only be achieved if expectations are understood and met. Communication and planning underscores our approach. Our group is trained in project management and is committed to timely communication to ensure that the project stays on course.

Employee Benefits Review – Employee benefits continue to play an increasing role in attracting new employees, as well as retaining existing ones. Our services including guidance and analysis of your existing plan, as well as identifying additional strategies for improvement.

Deal Analysis and Structuring – Our financial analysts and valuation specialists can assist you in analyzing and structuring an acquisition or merger.

Estate and Gift Tax Planning – Establishing values of a client’s assets is essential to establishing an appropriate tax planning process. Our analysts are experienced in leading the way through this process.

Financial Due Diligence – Our phased approach begins with high level assessments of the financial condition of the company, inquiries directed to identify potential deal breakers and financial drivers, and identification of key personnel and data. The second phase is a thorough analysis of quality of earnings, significant accounts and areas of interest along with of normalization of EBITDA and other financial assessments.

IT Assessments – Similar to operational due diligence, knowing system constraints and/or how much capital expenditure will be needed to meet growth objectives over the next several years is crucial to maximizing deal value.

Operational Due Diligence – An often overlooked aspect of due diligence is the value that can be unlocked from an operational analysis. An operations review can provide valuable information about future capital expenditures and ability to meet intended goals and objectives with existing infrastructure.

Post-Merger Services – Once the target has been successfully acquired, integrating the acquired company becomes a priority. Schneider Downs has assisted numerous companies with successful post-merger integration projects, including assistance with data mapping and transfer.

Tax Due Diligence – Of great importance is the evaluation of tax-related matters by our qualified and seasoned professionals. Whether the situations involves state, local or international taxes, our team has the experience to help. Previously filed tax returns are reviewed to identify potential opportunities and areas of exposure. Additional value comes when transactions are structured to minimize tax liability and maximize deal value. 

Valuation Services – Whether the objective is to value a contemplated transaction or assign value to intangible assets for the purpose of purchase price allocation to an opening balance sheet, our valuation specialists have provided exemplary service to numerous satisfied clients.