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All M&A and Transaction Advisory Services

Trusted guidance to create value at every stage of business transactions

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

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

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

Learn how we’ve Solved Big Problems For our clients

Big Problem: Company Impacted By Ransomware.

Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

Read Case Study

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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Have a question? Ask us!

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