From mergers and IPOs to carve-outs, we provide senior-led expertise across every stage of the deal, from diligence through post-close optimization.
We work directly alongside your finance team and deal counsel, not behind them. Every engagement is managed by senior professionals who are accountable for your timeline and outcome.
1
Understand
Diagnose deal context, data, and timeline.
2
Align
Finance, ops, and counsel rowing in one direction.
3
Execute
Senior-led delivery, accountable to close.
Senior-led advisory across the full transaction lifecycle.
The same issues show up across M&A, divestitures, and IPOs. Recognizing them early is half the work.
Recent transaction engagements: what we walked into, and what changed by the close.
Every engagement is staffed and managed by experienced professionals. Direct access to the people doing the work.
Across PE-backed platforms, manufacturing, commercial services, and residential services environments.
One team that brings accounting, operational, and technology depth to stand up functional business units that last.
We work as an extension of your finance team, inside the process, accountable for your outcomes.
The senior advisors who'd actually run your engagement, not a pitch team.
Transaction Advisory Expert
Olga is a seasoned accounting leader with deep experience in private-equity-backed, highly acquisitive organizations. She has played a direct role in over 90 acquisitions across manufacturing, commercial, and residential services sectors, serving in leadership roles including Interim Controller and Regional Controller. Olga specializes in merger integration, process design, and accounting function stand-up, with extensive experience in acquisition accounting, IT improvements, and back-office transformation.
Contact UsWhat deal teams get wrong, what we've learned across 90+ acquisitions, and how to be ready before the process starts.
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Transaction advisory services support businesses through major financial events such as M&A, IPOs, carve-outs, and divestitures by improving financial readiness, strengthening diligence, and ensuring sound execution at every phase. The goal is to reduce risk, protect value, and help deals close on the right terms.
Before the process begins, when possible. Early engagement gives your team time to resolve data issues, prepare documentation, and build the financial infrastructure that buyers, lenders, and auditors will expect.
That said, we also step in mid-deal and post-close when internal teams need capacity or specialized expertise fast.
A QoE analysis examines your financials to identify and normalize adjustments that affect true earnings performance. This includes removing one-time items, assessing revenue quality, identifying accounting inconsistencies, and validating the numbers that will drive valuation.
It gives both buyers and sellers a reliable, defensible view of business performance.
By addressing problems before they surface under pressure. We improve data accuracy, identify reporting gaps, and ensure your financial story is consistent and well-supported.
Issues caught early stay internal. Issues caught during diligence become leverage for the other side.
The terms are often used interchangeably, but M&A advisory services typically refer specifically to mergers and acquisitions, while transaction advisory services cover the broader range of major business events, including IPOs, carve-outs, divestitures, and post-close integration.
Our practice covers all of these.
Transactions move fast. The businesses that close on their terms are the ones that showed up prepared. Whether you're at the start of a deal process or already in it, we're built to support you with senior expertise through close and beyond.
Prepare For Your Next Transaction