Crowe has been named an “advancing” firm in The Kennedy VanguardTM of Transaction Advisory Services (TAS) Providers report, achieving the highest first quadrant ranking of advancing firms. According to the report, “Advancing practices are strengthening capabilities through investment, brand credibility, establishing thought leadership and service eminence and achieving strong financial performance.” The report specifically named two Crowe strengths:
- Mergers and acquisitions (M&A) playbook support —“The firm identifies and prepares the value drivers for a client prior to an actual transaction and develops a game plan entailing a future organizational structure to put into play following an M&A. This supports the client’s M&A strategy preparedness.”
- Financial modeling and forecasting —“Crowe creates custom turnkey models both for one-off transaction projects and as part of a larger M&A playbook project. The models analyze cash flow, EBITDA and other important financial metrics, given certain synergy inputs.”
"This report shows that Crowe has the best combined breadth and depth of TAS capabilities of all firms outside of the Big Four, which tends to focus on a different segment of the deal market,” said Marc Shaffer (Chicago), Financial Advisory Services managing partner. “Crowe’s focus has been to become the clear leader in supporting companies with their mid-market transactions. We continue to expand our knowledge and capability levels in this area, while providing exceptional client experience to our large client base.” For more about Crowe’s recognition in the Kennedy report or our TAS services, read the news release issued by Crowe.