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

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"Years of dedicated service handled very professionally and proactively."

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

"This was the first year the team at SD worked with us, but I thought they did a great job. Very responsive and kept the lines of communications open with any questions/concerns."

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

"Patrick as been very responsive to our needs. Checks in and looks for ways to assist with our projects."

"Great partnership and great results which is the bottom line."

"We have experienced consistently good client service over 5 years running now."

"Steve & Kevin are great getting our work done on time. Steve is very proactive with our dealerships and the owners with respect to saving income or estate taxes. Steve is the 'Best of the Best"."

"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."

Best Account 2021
Actual testimonials from our most recent client satisfaction survey
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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.
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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.
read more
See more case studies
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