Transaction Services

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



Information is your most important asset in any transaction. It has to be timely, thorough, and meet your objectives. That’s why, at each stage of the deal cycle—from planning and due diligence to exit—you need an advisory firm that’s reliable, available, and understands your business.

With nimble and industry-focused teams, we’re small enough to be on speed-dial, yet large enough to tackle your most complex tax, accounting, and business challenges. We work with more than 200 private equity firms and their portfolio companies, ranging in size from emerging funds to those with more than $1 billion under management.

We don’t offer a set of standard private equity services. Instead, we take a personalized approach, working with you to identify your specific objectives and then adapting our processes to best achieve them. Learn more about our private equity transaction services.

We offer broad and deep capabilities

Evaluating the investment
  • Financial due diligence
  • Accounting
  • Tax
  • Operations reviews
  • Benefit plan services
  • Internal controls
  • IT and integration
Making the transaction
  • Strategic mergers and acquisitions
  • Deal and tax structuring
  • Merger information
  • Business valuations
  • Opening balance sheet audits
  • Working capital adjustments
  • Purchase price disputes
Advising the portfolio company
  • Audit and tax service
  • Internal audit
  • Operations performance reviews
  • Corporate governance
  • Benefit plan services
Selling the portfolio company
  • Sell-side consulting
  • IPOs
  • Tax structuring

We have an international reach

As a founding member of Praxity AISBL, a global alliance of independent accounting firms, we give you access to trusted expertise in 97 countries and territories around the world.

Contact us today to learn how our timely input can drive informed decisions.

Primary Contact

Luc Arsenault
E-mail | 415-677-8287



Contact Us