M&A and Transaction Advisory Services

Trusted guidance to create value at every stage of business transactions.

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

The Schneider Downs M&A and Transaction Advisory Team provides 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.

With a focus on middle-market organizations, our team has the collective business, industry and technical expertise necessary to help clients understand their options and achieve successful outcomes, whether the goal is buy-side, sell-side or post-merger integration. 

Our team of experienced consultants from our Transaction Advisory and Corporate Finance Practices work side-by-side with clients to assess, maximize, transform and optimize enterprise value, and most importantly, ensure their best interests are properly represented at every stage of the deal process.  

Download the Schneider Downs M&A and Transaction Advisory Brochure

M&A and TRANSACTION ADVISORY SERVICES

Baseline and Readiness Assessments

Understand the best options for your business’s next step.

Growth, Strategy and Transaction Advisory

Strategic, operational and financial solutions for your transaction.

Investment Banking

Seamlessly execute your transaction with our corporate finance professionals.

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Post-Transaction Advisory

Address the unique business needs and concerns after your transaction is complete.

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All M&A and Transaction Advisory Services

View all of our M&A and Transaction Advisory services and solutions.

Meet the Team

Meet our team of experienced professionals dedicated to your success.

Our Thoughts On

Read the latest insight on key topics in the M&A and Transaction Advisory space.

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]

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

Our Clients' Thoughts On Schneider Downs

"Quality Staff and Management."

"Consistent quality service over an extended relationship."

"Schneider Downs does a great job for us in the audit, tax, and wealth management areas."

"Strong customer focus"

"Great long term relationship."

"Schneider Downs takes the time to understand the client and their needs. My first project with the team in 2014 was the beginning of a partnership that still exists today. The firm has and continues to be involved in various co-sourcing and consulting engagements due to the depth of knowledge of the firm and more importantly, the results."

"I have had great experience working with the SD professionals on sales tax matters, technical accounting, general 10-Q review assistance, PPP loan forgiveness, etc."

"SD management and staff are very professional, but not overly 'text-book'. They take their jobs seriously, but are also great to work with!"

"Patrick as been very responsive to our needs. Checks in and looks for ways to assist with our projects."

"We have a solid relationship with our team"

Best Account 2021
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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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Pittsburgh
Columbus
Metropolitan Washington