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

"My experience with Schneider Downs has consistently been excellent. For the past 18 months, while experiencing the many facets of COVID, the Schneider Downs team has been exceptional. The frequent consultations, CFO forums, sharing of best practices, etc. has provided excellent benefits in a unique and unpredictable environment. More than providing necessary services, they are a terrific resource for our institution.
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"All of the Schneider Downs associates we deal with have been very good to work with and I would recommend them to any of our network for excellent accounting services."

"Our company utilizes numerous areas of services, from tax and audit to advisory services and cybersecurity consulting. I've only ever experienced excellence in all they do."

"Schneider Downs takes the time to understand the client and their needs. My first project with the team in 2014 was the beginning of a partnership that still exists today. The firm has and continues to be involved in various co-sourcing and consulting engagements due to the depth of knowledge of the firm and more importantly, the results."

"Consistent quality service over an extended relationship."

"The support we receive from you staff is of the highest caliber and always greatly appreciated!"

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

"The People, Expertise in their field, and professionalism is important to me. . They help guide my business and personal life with tax preparation and planning..
I have dealt with Julie and Henry for over 20 years on a weekly level and am completely satisfied"

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

"SD management and staff are very professional, but not overly 'text-book'. They take their jobs seriously, but are also great to work with!"

Best Account 2021
our thoughts on

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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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Pittsburgh
Columbus
Metropolitan Washington