Transaction, Portfolio Company,
and Sponsor Services

We have experience and know-how in serving middle-market portfolio companies and delivering transaction services.

Why Moss Adams

  • Focus on serving privately owned firms with revenues of $25 million to $250 million—your investment sweet spot
  • Industry specialization that matches your industry focus
  • Experience in transaction services
  • Partners responsive to your requirements
  • Offices throughout the West that match your portfolio clients
  • Multidisciplinary team
  • Subject matter expertise focused on value drivers

Transaction Services

At Moss Adams, we do not have a standard transaction services product.  We believe it is critical to understand the objectives of a transaction and to adapt our processes and approach to reflect the key risks in each transaction.

Our model approach has seven steps:

  1. Understand your business and strategy
  2. Understand your transaction objectives
  3. Identify transaction value drivers based on your expectations
  4. Co-develop procedure to focus on value drivers
  5. Perform due diligence
  6. Report our findings
  7. Enhance value creation

Our services include:

  • Financial due diligence
  • Transaction tax analysis
  • Valuation
  • IT integration
  • Real estate advisory
  • Benefit plans

Portfolio Company Services

Serving approximately 2,000 privately owned clients with revenues from $25 million to $250 million in various industry groups in the West, we understand the needs of your market segments and how to work with private equity investors. In particular, we have experience with the capital-raising and ownership transition issues these companies face. Our prior experience with private equity firms and portfolio companies gives us the know-how to understand your communications and reporting requirements as we serve your portfolio companies.

Our industry group experience includes:

Sponsor Services

Moss Adams serves sponsor firms with assurance, tax, and specialized consulting services, such as valuations, internal controls assessments, and portfolio company risk management.

Transactions and Portfolio Company Services Contacts

Ed Drosdick

206-302-6455

Luc Arsenault

415-677-8287

Send us an e-mail

Events

See complete listing

Read more about our due diligence services for public companies.