All M&A and Transaction Advisory Services

Trusted guidance to create value at every stage of business transactions

Contact Us

Schneider Downs M&A and Transaction Advisory Services

The Schneider Downs M&A and Transaction Advisory Team guides organizations to successful outcomes of all business transactions, mergers and acquisitions, capital raising and succession planning. 

Download our Schneider Downs M&A and Transction Advisory Brochure to learn more or access the services below for quick reference. 

Baseline and Readiness Assessments

Due Diligence

Capital and Value Assessments

Quality of Earnings

Business Valuation

Exit and Succession Planning

Business Restructuring and Turnaround Services

Growth, Strategy and Transaction Advisory Services

Management Advisory Services

  • Strategic Execution and Value Creation
  • Financial Planning Analysis
  • Operations Management
  • Performance and Profit Improvement
  • Remediation (Operational Cost Efficiency)

Managed Accounting Services

Technical Accounting Advisory

  • Accounting for Complex Transactions
  • Technical Accounting and Financial Reporting

Tax Planning and Advisory Services

  • Tax Services
  • Tax Structures
  • Tax Planning

Technology and Data Advisory

Data Analytics for Financial Transactions

Investment Banking

Acquisition Advisory

Capital Raising

Sale & Divestiture Advisory

Real Estate Capital Markets

Services for Private Equity Firms

Specialized Services for Companies with ESOPs

Strategic and Financial Advisory


Post-Transaction Advisory Services

Deal Thesis and Integration Analysis

Integration Management Office Services

New Entity Structure and Strategy

Post-Merger Integration Consulting (PMI)

  • Integration Management Office (IMO)
  • Synergy and Rationalization (Front/Back-Office)
  • Risk Management Process Control Integration

Program Management Office Services

Transition Service Agreement Management (TSA)

Meet The Team

Ready to Get Started?

For more information on how the Schneider Downs M&A and Transaction Advisory Team can help you maximize the value of your business, contact us at [email protected].

About Schneider Downs M&A and Transaction Advisory Services

The Schneider Downs Transaction Advisory Services and Corporate Finance Teams provide the strategy, guidance and services organizations need to create value through all stages of a transaction, including due diligence and quality of earnings, mergers and acquisitions, exit and succession planning, capital raising and corporate finance

Visit our dedicated M&A and Transaction Advisory Services page or contact the team directly at [email protected].

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

case studies
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
our thoughts on

How LinkedIn and a Phone Call Led to the Massive MGM Ransomware Attack

Learn how social engineering and vishing led to the massive ransomware attack halting operations at MGM Resorts and Casinos.

read more >

Climate Corporate Data Act – What to Know About California SB 253

Learn more about the impact of CA SB 253 – Climate Corporate Data Accountability Act.

read more >

20 Pre-Contract Questions To Ask Your Next SOC 2 Audit Firm

Review some of the top questions to ask prospective audit firms before signing for a SOC 2 audit.

read more >

Five Tax Considerations for Start-up Companies

Read more about five of the most important tax considerations startups often overlook.

read more >

School Yourself on Common Student Loan Cyber Scams

Learn about common cyber scams targeting those impacted by the federal student loan pause ending and pending forgiveness plan ruling.

read more >

contact us

Metropolitan Washington