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

diligence

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.

Adam Bruk
Senior Associate

While a psychology background for transaction advisory services is atypical, I use it to bring a unique perspective to mergers and acquisitions. My goal for every transaction I work on is to provide the same level of care advising on the transition of the business as was put into creating, growing, and operating it.

Ken Cranney 
Senior Managing Director, Human Capital Management and Payroll Consulting   

Human Capital Management can sometimes be overlooked in M&A – that’s why I bring my 25 years of experience to transactions.  Our team is skilled in managing the human and cultural side of transactions, and we’re here to help whether you’re in the assessment or execution phase of a transaction.  

Ryan Overtoom 
Technology Partner, Hosting & Managed Services  

When working through the details of your M&A transactions, you’re probably most familiar with Quality of Earnings reports, but oftentimes IT and cybersecurity are overlooked in the due diligence process. If you’re in need of a CIO-level resource for your transaction, I’m here to help.  

Margaret Jordan, JD, MS 
Business Development Director  

My friends describe me as a “Swiss army knife” because I love to connect them with people or products that will improve their businesses or personal lives. I combine this passion with my expanding network and knowledge of our extensive service offerings to identify the right expert for anyone I meet. 

Dan Leffler, CPA 
Senior Manager   

My diverse background in international tax and outsourced accounting services for small businesses provides me with a deep understanding into the financial and tax impacts of M&A transactions. A characteristic of mine that my friends, clients, and colleagues value is my ability to remain cool during chaos. 

Kael Campbell, CPA 
Senior Associate 

With a strong background in financial due diligence and buy and sellside transaction consulting services, I stand ready to serve private equity and family office clients with the expertise of a seasoned professional. You can think of me as your go-to technical specialist for all things M&A.  

Cheryl Aschenbrener, CPA
National Leader and Partner

With my 20 years (and counting) of experience in strategic consulting, mergers and acquisitions and assurance services, you’ll receive the best during any transaction. When I’m not connecting professionals or helping clients in structuring, advising and conducting due diligence, you can find me with my Schnoodle, Charlie!