Team collaborating around a laptop, representing guidance through capital events and transaction planning.

M&A and transaction advisory services

Our team is here to support your organization throughout your capital event, including mergers and acquisitions (M&A) and other transactions. We can guide you through the dynamic transaction landscape, using our deep expertise in every area of the transaction life cycle to help you realize the full value of your event.

Maximize the value of your business during a transaction or M&A


Get the responsive and flexible approach you need to help mitigate risk and realize the full value of your investment.

Whether you’re looking to sell your company or buy another, you need the right information to handle the details, sort through the challenges, and maximize the value of your transaction or M&A. Using our deep M&A experience, our team can help you throughout the life cycle of your event, from due diligence, business valuation services, business and economic consulting, and performance improvement to human capital, transaction advisory, and financial accounting advisory services.

Our One Crowe approach means we take the time to understand each area of your business and pull in the expertise you need to address any of the complex issues that might arise during your deal.

M&A strategy

When it comes to M&A, the deal is in the details – and those details can seem overwhelming. Our M&A strategy services team is here to help start your deal off strong with a variety of services, including market value assessments, custom M&A playbooks, outsourced corporate development, and due diligence preparation. Plus, we can help you with pre-deal valuation consulting and accounting and financial preparation along with economic consulting services.

M&A strategy services

Valuation services

Accounting advisory services

Economic consulting

Due diligence and integration planning

You need the right information to evaluate your risks, inform the valuation, and structure your deal. Our due diligence team can help you see the issues – and how to fix them – with services like general due diligence, financial (quality of earnings) due diligence, operations and synergy capture analysis, technology-specific due diligence, human capital due diligence, tax due diligence, and ESG-specific due diligence. We also have a variety of road maps to help you plot your course, including a synergy and value capture road map and a CFO road map.

Due diligence services

M&A integration services

CFO road map

Closing execution

Throughout a capital event, your focus is on closing the deal – but the earlier you can understand the related accounting and disclosure requirements, the smoother your financial reporting process will be. Our team is here to help, offering closing statement calculations, accounting memo and opening balance sheet preparation, working capital adjustment settlements, earnout evaluations, and more. Plus, we can help you work through purchase price allocation and valuation and post-acquisition dispute resolutions.

Business combination accounting

Valuation services

Forensic and legal consulting services

Integration execution and value creation

The integration or carve-out phase of your acquisition is make-or-break time, and it’s vital for this phase to go well if you want to fully realize the value of your deal. That’s why it’s important to get help from a team like ours that offers the experience and services you need, including first 100 days post-merger integration support, accounting and financial reporting, performance improvement, strategic sourcing, system selection and technology migration, business data analytics, and human capital consulting.

M&A integration services

Accounting advisory services

Performance improvement services

Strategic sourcing and logistics

IT advisory services

Data and advanced analytics

Human capital consulting

Investment realization

Not all deals or resources are the same – which is why you need the right team to help you realize the full value of your capital event. Our team uses a pragmatic, hands-on, and flexible approach to help you make the most of your M&A or transaction. Whether you need sell-side due diligence, data analytics, IPO readiness, corporate development support, purchase price adjustments, or another service to help you make the most of your deal, our team can supplement your business with the resources and expertise you need.

Due diligence services

Data and advanced analytics

IPO readiness

M&A strategy services

Forensic and legal consulting services

loading gif
Professionals smiling and talking in a bright office setting, suggesting collaboration and forward-looking discussion.
AI Momentum Is Accelerating for Private Equity
Recent polling shows private equity firms and their portfolio companies are planning for more full-scale AI integration in their operations.
Business professionals in discussion, reflecting collaboration on AI strategy in private equity.
Crowe ExPErtise Series: AI Use Cases in PE
Explore strategies for private equity firms and their portfolio companies for successfully implementing and scaling AI.
Accelerated roll-up strategies: Opportunities and risks
Accelerated Roll-Up Strategies: Opportunities and Risks
Accelerated roll-up strategies can help private equity firms achieve value quickly, but they require consistency and discipline to succeed.
Professionals smiling and talking in a bright office setting, suggesting collaboration and forward-looking discussion.
AI Momentum Is Accelerating for Private Equity
Recent polling shows private equity firms and their portfolio companies are planning for more full-scale AI integration in their operations.
Business professionals in discussion, reflecting collaboration on AI strategy in private equity.
Crowe ExPErtise Series: AI Use Cases in PE
Explore strategies for private equity firms and their portfolio companies for successfully implementing and scaling AI.
Accelerated roll-up strategies: Opportunities and risks
Accelerated Roll-Up Strategies: Opportunities and Risks
Accelerated roll-up strategies can help private equity firms achieve value quickly, but they require consistency and discipline to succeed.
Quarterly M&A updates for banking
Our banking specialists highlight what’s happening in the M&A space.  

Work with us


Our team members act as trusted advisers through your capital events, uniting our expertise across industries with a One Crowe mindset, which allows us to connect the dots within your organization and bring in the right specialists for your specific needs. Contact us today to see how we can help you create and protect value during your capital event.

Curt Gendron
Curt Gendron
Partner, Operational Transaction Advisory 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  
Tom Vandeberg
Tom Vande Berg
Managing Partner, Advisory

Contact our team

Fill out the form below, and a member of our team will be in touch.

Captcha is required.