Strategy and transaction advisory services

Strategy and transaction advisory services

Our advisory team is here to help you maximize your business value through guidance in a variety of critical areas, including transactions and strategic initiatives.

Maximize your business’s value with fresh perspectives and specific solutions


It can be hard to shift your focus from the day to day to see big-picture opportunities – which is why you need someone who can help you fill in the gaps.

When it comes to opportunity, you don’t want a missing piece to create a gap in your success. Crowe offers fresh perspectives and specific solutions to fit those opportunities into your business.

With extensive experience across nearly every industry and deep advisory knowledge, our team offers strategic advice to help maximize the value of your business. We can work with you to fit a transaction, strategic initiative, or other event into the big picture of your business – and help you see how that picture might develop over time.

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Ways we can help


Transactions and strategic initiatives don’t happen in a vacuum. Our team can help you understand how a specific event or initiative affects your entire business and then work with you throughout the life cycle of that event or initiative to maximize value and minimize disruption. Here are just some of the services we offer. 

M&A and transaction advisory services

Work with our team throughout your deal’s life cycle or to help solve a specific challenge, including M&A strategy setting, due diligence and integration planning, closing execution, integration execution and value creation, and investment realization.

Explore M&A services

Performance improvement services

Whether you’re scaling for growth, addressing underperformance, or seeking a turnaround, our team can help. We offer a variety of services, including demand planning and inventory management; productivity, throughput, and efficiency improvement; facility footprint and production capacity assessment; working capital optimization; and pricing and margin improvement.

Explore performance improvement services

Technology advisory

Our team takes the latest in IT into account when we help companies make decisions on everything from technology strategy and road map development, IT carve-out and integration, system and provider selections, and project and program implementation oversight to technology organizational design, situational assessments, and cybersecurity.

Explore technology advisory services

Explore cyber strategy and solutions

Economic consulting

Crowe and ITR Economics, now part of Crowe, combine deep consulting expertise with proven economic forecasts to deliver a variety of services, including sales and demand forecasting, strategic and budget planning, market insights, capital investment analysis, data analysis, and speaking services.

Explore economic consulting services

Supply chain, sourcing, and logistics

Get the strategic sourcing and logistics support and services you need, such as procurement spend analytics, category-specific sourcing strategies, logistics optimization, supplier development, and procurement and logistics team transformation.

Explore strategic sourcing and logistics services

Accounting and financial reporting services

Whatever the demand, our services are designed to meet today’s challenges. Our team can help you with a variety of needs, including IPO readiness, accounting standards implementation, financial reporting enhancement, financial closing process optimization, and CFO road map development.

Explore accounting advisory services

Valuation services

Let us use our deep expertise to help you with an assortment of services, including impairment testing and tangible asset review; restructuring, divestitures, and carve-outs; complex analytics; tangible asset appraisal; and actuarial practice.

Explore valuation services

Outsourced services

With our One Crowe approach, we can do more than just meet your current outsourced accounting needs. As your business grows and changes, our specialists can provide specialized support across a variety of categories, including outsourced accounting, Crowe Y-Hire®, human capital consulting, and embedded M&A integration support.

Explore outsourced accounting services

Explore Crowe Y-Hire

Explore human capital consulting services

Explore M&A integration services

How can we help?
Our advisory team is here to help you find fresh perspectives and specific solutions for your business. Submit a request for proposal (RFP) to see how we can work together. 
AI solutions

AI solutions

Technology and business transformation

Technology and business transformation

Tax consulting

Tax consulting

Who we serve


Private equity

We offer a breadth of private equity services that can support you at any point in the investment life cycle and work seamlessly across your portfolio companies.

Explore private equity services

Manufacturing

The manufacturing industry is facing several complex challenges, from workforce fluctuations to supply chain disruption. We can help you dig into your unique issues.

Explore manufacturing services

Financial services

The right team of industry specialists can help your financial services organization meet today’s toughest regulatory and market challenges.

Explore financial services

Healthcare

Changes within the healthcare industry can create risks and opportunities throughout your organization. We can help you address both.

Explore healthcare services

Technology, media and telecommunications

We can help you innovate and grow at the speed of change. Crowe has specialized teams that can empower your technology, media, and telecommunications business and help you manage market volatility.

Explore TMT services

Real estate and construction

Crowe specialists have a reputation for credibility and effectiveness among real estate and construction industry players, including lenders and sureties.

Explore real estate and construction services

Work with us


As your trusted adviser through major corporate events and initiatives, our advisory services team embraces a collaborative mindset. Our One Crowe philosophy means we not only bring deep industry expertise but also recognize the interconnectedness of your business, which enables us to connect the dots within your organization and bring the right specialists to the table, regardless of our organizational structure. Contact us today and discover how we can help you create and protect value in your business.

Tom Vandeberg
Tom Vande Berg
Managing Partner, Advisory
Joy Duce
Joy Duce
Principal, Human Capital Consulting Leader
Curt Gendron
Curt Gendron
Partner, Operational Transaction Advisory Leader
Matthew Keegan
Matt Keegan
Principal, Information Technology Advisory Leader
Bart Kelly
Bart Kelly
Principal, Performance Improvement Leader
Mandi Simpson
Mandi Simpson
Partner, Accounting Advisory Leader
Mary Ann Travers - social
Mary Ann K. Travers
Office Managing Principal, Chicago and Oak Brook and Valuation Services Leader  
Jackie Greene
Jackie Greene
Office Managing Principal, ITR Economics
Wes Lindberg
Wes M. Lindberg
Partner, Transaction Services Leader

Contact our team

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