Transaction Advisory Services

Transaction Advisory SERVICES

Services to cover all your M&A transaction risks from pre-close to post-close.

The Capabilities of Many, the Efficiency of One


Confidence from the start. Never again look at a deal post-close and wonder what happened in the due diligence phase.

technology & risk security

Sure, we still wear pocket protectors, but we make them look good. No one wants to think about IT, they just want it to work without getting hacked. Same here. Let our nerds be your nerds.

human capital management & payroll consulting

You want a winning in-house team. How about you focus on the fun stuff: development & office parties and we develop and maintain the back-end functions of your payroll and HCM technology solutions.

audit & tax

Our audit & tax teams are a fun bunch, except when it comes to establishing trust and enhancing transparency, then they get serious. Financial statement audits and tax compliance strategies are critical: we’ve got you covered.

We bring together multiple disciplines to provide you cohesive recommendations and seamless service.

Get to know us

I’m Cheryl and I am the National Co-leader and Partner for our Transaction Advisory Services. With my 20 years (and counting) of experience in strategic planning, mergers and acquisitions and assurance services, you’ll receive the best. When I’m not helping my clients in structuring and due diligence, you can find me with my Schnoodle, Charlie!


I’m Timm and I am the National Co-leader and Partner for Transaction Advisory Services. You could say that I thrive in fast-paced environments because I work to find and create value for middle market businesses – with a passion for private equity groups and family offices. Outside of the office, you can find me chasing my four young children around, for which my collegiate football career prepared me well.