Transaction Advisory Services  (TAS)

Driving value during each phase.

We understand how different every M&A deal can be and how important it is to create a unique path to value creating. With 30 years of experience leading complex mergers and acquisitions, our team will help you move forward with confidence through every step of the M&A lifecycle. 

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Joe Edwards
CPA, ABV, CVA

Director

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Jay Rueger
CPA

Partner

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Transaction Strategy

Our advisors help develop an M&A strategy that evaluates the changing landscape of your industry to identify growth opportunities, while aligning to your corporate strategy. 

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Transaction Execution

From financial, tax, commercial and operational, HR, and IT due diligence, to structuring advice and financing options, our advisors bring experience and knowledge to help navigate through complex closing practices so you can focus on the big picture.

Transaction Integration

Whether on the buy-side or sell-side, our experts are well-equipped with the tools to assist with the completion of post-closing milestones that will ensure smooth integration and effective business and financial operations into the future.