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Transaction services

Wherever you need us
National coverage, local expertise. We're ready to help.

Driving growth through smarter deals

We specialize in delivering end-to-end transaction support that helps you mitigate risk and maximize value at every stage of a deal.

Whether your goal is growth through merger or acquisition, or the sale of a company, today’s business environment demands agility. With M&A activity on the rise, business owners, managers and capital providers must make timely, informed decisions to ensure long-term success.

As a leading mid-market transaction advisory team, we combine deep experience, industry insight and actionable advice to help clients achieve the best possible outcomes. Our track record includes the successful management of hundreds of transaction engagements.

From conducting buy-side due diligence and sell-side support to performing valuations and structuring efficient tax strategies, you can count on our integrated transaction solutions to optimize value and minimize risk.

Trusted support for every transaction

Our transaction professionals provide comprehensive due diligence and advisory support — from evaluating deal risk and return to managing target research, structuring and negotiation.

Whether representing the investor, buyer or lender, we manage deal expectations with precision. Because every transaction is unique, we employ a customized approach to achieve one clear goal: a significant return on investment.

Combining advisory, financial accounting, tax, valuation and industry expertise, our team identifies key value drivers and addresses potential deal issues early, helping clients realize optimal value from every transaction.

Our multidisciplinary advisors have extensive experience across a wide range of industries and transaction types, providing the insight and direction you need to move forward with confidence.

Our expertise

Buy side

  • Target research
  • Due diligence, including:
    • Quality of earnings reviews
    • Working capital analysis
    • Operational risk assessment
  • Valuation
  • Letter of intent (LOI) development and strategy
  • Negotiation and deal structuring
  • Documentation and closing 

Valuation

  • Succession planning 
  • Transaction planning 
  • Asset valuation considerations 

Sell side

  • Reverse due diligence and valuation 
  • Marketing 
  • Development of selling documents such as a spot sheet, CIM, etc. 
  • Extensive purchaser research 
  • Data room and confidentiality management 
  • Letter of intent (LOI) review and negotiation 
  • Managing the due diligence (DD) process 
  • Negotiation and final deal structuring 
  • Documentation and closing 

Transaction tax

  • Tax due diligence 
  • Reorganization planning 
  • Leveraged recapitalizations 
  • Flow‑through entity planning 
  • Seller tax minimization 

Our integrated services are offered not just nationally but globally as well, through our membership in the Baker Tilly International network. 

Contact your Baker Tilly advisor today to learn more.

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