M&A and Transaction Advisory Services

Trusted guidance to create value at every stage of business transactions.

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PRIMARY CONTACTS:
Adam J. Goode, CPA
Peter J. Lieberman
Tom Springer

The Schneider Downs M&A and Transaction Advisory Team provides 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.

With a focus on middle-market organizations, our team has the collective business, industry and technical expertise necessary to help clients understand their options and achieve successful outcomes, whether the goal is buy-side, sell-side or post-merger integration. 

Our team of experienced consultants from our Transaction Advisory and Corporate Finance Practices work side-by-side with clients to assess, maximize, transform and optimize enterprise value, and most importantly, ensure their best interests are properly represented at every stage of the deal process.  

Download the Schneider Downs M&A and Transaction Advisory Brochure

M&A and TRANSACTION ADVISORY SERVICES

Baseline and Readiness Assessments

Understand the best options for your business’s next step.

Growth, Strategy and Transaction Advisory

Strategic, operational and financial solutions for your transaction.

Investment Banking

Seamlessly execute your transaction with our corporate finance professionals.

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Post-Transaction Advisory

Address the unique business needs and concerns after your transaction is complete.

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All M&A and Transaction Advisory Services

View all of our M&A and Transaction Advisory services and solutions.

Meet the Team

Meet our team of experienced professionals dedicated to your success.

Our Thoughts On

Read the latest insight on key topics in the M&A and Transaction Advisory space.

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]

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

Our Clients' Thoughts On Schneider Downs

"Over 10+ years of history with Schneider Downs"

"We are very satisfied with the relationship. One-off project and/or consultancy work sometimes feels a bit overpriced which is the reason for the "sometimes" answer to one of the questions."

"We've worked with Schneider Downs for over a decade and they have become a part of our growth and success. To us, Schneider Downs is not just a financial services firm but a trusted business partner."

"High level of customer service at a fair cost"

"The personnel are fantastic. Efficient, creative and always on top ify the clients needs."

"Strong customer focus"

"I believe SD brings quality talent to our projects and they are well worth the price we pay!"

"Overall knowledge of business and industry along with excellent staff - client interaction, feedback and quality of work."

"Relative to the partners in charge of our relationship, Don & Dan - they have been associated with our companies for over 20 years ! They are both relationship oriented, they have "extensive" knowledge of the Company and its direction, are solid advisors to senior leadership and have had significant impact on our Company."

"Quality Staff and Management."

Best Account 2021
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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.

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Metropolitan Washington