Post-Transaction Advisory Services

PRIMARY CONTACTS:
Adam J. Goode CPA
Peter J. Lieberman
Tom Springer

Realize the value of your transaction with Schneider Downs Post-Transaction Advisory Services.

A successful post-merger integration process will allow your organization to maximize a transaction’s financial and operational gains.

The Schneider Downs M&A and Transaction Advisory Team can help your organization develop a comprehensive strategy and a new foundational structure for your combined entity. This includes creating a scalable platform to support existing organic growth and forward-thinking strategic growth for future acquisitions. Key Post-Transaction Advisory services include:

  • Deal Thesis and Integration Analysis
  • Integration Management Office Services
  • New Entity Structure and Strategy 
  • Post-Merger Integration Consulting (PMI)
    • Integration management office (IMO)
    • Synergy and Rationalization (Front and Back-0ffice)
    • Risk Management Process Control Integration
  • Program Management Office Services
  • Transition Service Agreement (TSA) Management 

Ready to Get Started?

For more information on how the Schneider Downs M&A and Transaction Advisory Team can help you maximize the value of your business, contact us at [email protected]

Related Services

M&A and Transaction Advisory Resources

About Schneider Downs M&A and Transaction Advisory Services

The Schneider Downs Transaction Advisory Services and Corporate Finance Teams provide the strategy, guidance and services organizations need to create value through all stages of a transaction, including due diligence and quality of earnings, mergers and acquisitions, exit and succession planning, capital raising and corporate finance.

Visit our dedicated M&A and Transaction Advisory Services page or contact the team directly at [email protected]

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.

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