Transaction Advisory Services
Experience, market intelligence and proven timely process
Aprio's Transaction Advisory services help you mitigate risk and experience a smoother path to value realization.
Michael Levy, CPA
Transaction Advisory Services & Private Equity Leader | Transaction Advisory Services Partner
Experience by the numbers
When you are seeking financial, tax and IT due diligence and structuring services, experience matters. As a top 50 CPA led advisor firm, Aprio goes well beyond routine due diligence and structuring to provide an independent perspective on your transaction that identifies optimal tax structures, “deal breakers” and opportunities for higher ROI.
Due diligence expertise + attentive client service = confidence
Aprio delivers the geographic reach, technical acumen and thought leadership you expect from a large global provider with a more attentive client experience, delivered by senior-level team members.
Financial Due Diligence
Aprio focuses on quality of earnings and working capital through deep analyses of financial statements and auditor work papers, and discussions with management.
Tax Due Diligence
Leverage Aprio’s depth of international, federal, state and local tax expertise to identify and remedy tax risks and craft the most tax efficient transaction structures.
IT Due Diligence
Identify and mitigate data, IT and cybersecurity risks before they can impact value. We assess against all leading frameworks including: SOC, ISO/IEC, PCI-DSS, HITRUST, CCPA, GDPR, NIST and more.
Our clients span in a broad range of industries.
Aprio advises private equity funds, family offices, middle-market companies and large corporations evaluating acquisitions and divestitures with transaction values up to $250 million.
Healthcare
Technology
Manufacturing and Distribution
Professional Services
Real Estate and Construction Services
Restaurant, Franchise & Hospitality
Our Services
Transaction Advisory Team
Anish Amin
Transaction Advisory | Senior Manager | Technology and Blockchain M&A specialist
Barry Rieger
Advisory Services Partner
Bill Dupee
Transaction Advisory | Advisory Services Partner, Aprio LLP
Cardell McKinstry
Tax Partner
Carrie Zhou
Business Valuation Leader, Advisory Services Partner
Michael Levy
Transaction Advisory Practice Leader |Advisory Services Partner, Aprio LLP
Ross Vozar
Partner | Transaction Advisory Services and Private Equity
William Foote
Transaction Advisory Services | Business Valuation | Forensic Services | Partner |
Aprio’s capital lifecycle roadmaps provide a smoother path to value realization for buyers and sellers.
Aprio’s dedicated transaction specialists leverage their breadth of domestic and international experience across all stages of the transaction lifecycle to manage risk and create value.
Get the continuity necessary to effectively plan and manage the entire transaction process through post-close value realization with Aprio's Transaction Advisory services.
Our Approach
We believe that value in the M&A process is predicated on three critical factors:
Having the right strategy
Having the correct pricing and terms
Having an integration roadmap that maximizes post-close financial returns while having efficient tax structures
What is “your next”?
Our tagline says it all. We are “passionate for what’s next.” Whatever lies ahead for your business, Aprio stands ready to help you advance. Our clients benefit from a proactive team of specialists that collaborate to build value, drive growth, manage risk and protect wealth.
Is there a fit?
It costs nothing to find out.