Transaction Advisory Services

A Merger & Acquisition Advisory Firm You Can Rely on

Expert guidance, risk management, and deal structuring for seamless transactions

At Mowery & Schoenfeld, we partner with you to navigate the complex and often high-risk situations inherent in the M&A and search fund process. The search, acquisition, and management of a company require a great deal of physical and emotional energy, as well as the ability to handle high levels of uncertainty, change, and stress. For those who can deal with the challenges, the result can be professionally and financially rewarding. 

 

We are here to act as your partner throughout. Our team offers expert advice on every aspect of the transaction, from initial strategy to post-deal integration. With a focus on minimizing risk and maximizing value, we ensure a smooth transition and set the foundation for long-term success.

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Transaction Advisory Services We Offer

Giving you confidence in your transaction

Our team meticulously examines financial statements, identifying and quantifying key drivers of earnings to get the full understanding of a business’s profitability.


Finding the right structure for success

Regardless of the transaction type, we tailor structures to minimize risk, enhance efficiency, and create long-term value in your transactions.


Thinking beyond the transaction

Our team of tax experts collaborates closely with clients to help navigate the intricate web of both federal and regional tax regulations, ensuring that your transaction tax-efficient.


Facilitating a smooth transition

Our professionals stand by you after the deal is done, providing ongoing assistance and strategic guidance as you integrate your operations and culture.


Helping aspiring entrepreneurs succeed

We have the expertise to help you set up and operate a search fund—connecting middle-market firms with the entrepreneur and investors who can buy and manage the company. 


Experienced M&A Business Advisors That Guide You Through Your Transaction

At Mowery & Schoenfeld, we’re with you every step of the way, helping you:

  • Balance the rewards with the risks
  • Gain confidence in the transaction with due diligence
  • Structure the best deal for your needs
  • Improve your negotiating position
  • Close the deal
  • Expedite a smooth transition

Get Started with Transaction Advisory Services from Mowery & Schoenfeld

Talk to an M&A and transaction advisory consultant today.