An integrated, market-driven approach to helping clients realize value and manage risk throughout the transaction life cycle

Today’s competitive market requires companies, investors, and lenders to move quickly and deliberately. Our transaction professionals draw on our extensive investment banking heritage, providing practical, independent financial, tax, and strategic advice throughout the deal continuum, from the earliest stages of market and target evaluation through deal exit. By taking a practical and flexible, industry-based approach, we tailor our support and deliverable to specifically focus on our clients’ needs in each transaction. Our integrated global team of financial, tax, and strategy professionals is assembled from private equity, industry, banking, and the world’s most recognized accounting and consulting firms. We deliver straight advice without the conflicts and inefficiencies facing most other providers.

Financial & Accounting Diligence
Transaction Tax Advisory
Deal Optimization
Seller Readiness
Lender Services

Transaction Advisory Services Contacts

Andrew Koecher
Managing Director 
Travis Pittman
Managing Director