M&A and Transaction Advisory Services

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

Contact Us Today

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.

Service Icon
Post-Transaction Advisory

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

Service Icon
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

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"LEVEL OF SERVICE"

"Everyone we deal with at Schneider Downs shows that they care about our business and personal concerns. They are always available to us and are very responsive. They have been with us for a long time and we are thrilled with their performance."

"Because they do all of the above..well!"

"My experience with Schneider Downs has consistently been excellent. For the past 18 months, while experiencing the many facets of COVID, the Schneider Downs team has been exceptional. The frequent consultations, CFO forums, sharing of best practices, etc. has provided excellent benefits in a unique and unpredictable environment. More than providing necessary services, they are a terrific resource for our institution.
"

"Knowledgeable and friendly staff"

"relationships with Tax & Audit staff are phenomenal - they answer and are attentive when we have issues and provide timely responses"

"Quality of service and consistency of our audit and tax team, Staci, Shane and Elena are outstanding"

"SD has been a great partner and provider for us. They fit our business size and demands well. Very professional and friendly staff.

SD is also practical when solving problems and issues."

"We are a long time customer and value the service provided."

Best Account 2021
our thoughts on

SEC Adopts Final Climate Disclosure Rules

Learn more about the SEC's final climate-related disclosure rules and what public companies will need to do moving forward.

read more >

Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024

Learn more about the proposed Tax Relief for American Families and Workers Act of 2024 and the highlights included within the Act.

read more >

Understanding CA SB 261: The Greenhouse Gases: Climate-Related Financial Risk Act

Learn more about what public and private companies need to know about CA SB 261, the Greenhouse Gases: Climate-Related Financial Risk Act.

read more >

Tis the Season: Unwrapping the Top Holiday Scams of 2023

Learn about some of the top online scams circulating this holiday season.

read more >

Fraud Week 2023: Frauds of the Rich and the Famous

Learn more about ACFE International Fraud Week and explore famous fraud cases including FTX and the Fyre Festival.

read more >

2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

Learn more about the 2024 cost-of-living-adjustments for retirement plans and IRAs.

read more >

Think Before You Click: Fake Browser Updates are Back in Style

Learn more about the resurgence of one of the oldest malware attack methods in the book: the fake browser update.

read more >

The SEC ‘Names Rule’: Unpacking the Impacts to ESG Funds

Learn more about the impact of the SEC's amendment to the Investment Company Act of 1940 on ESG naming conventions.

read more >

Cybersecurity Awareness Month Celebrates 20 Years

Explore our latest security awareness materials in support of Cybersecurity Awareness Month.

read more >

How LinkedIn and a Phone Call Led to the Massive MGM Ransomware Attack

Learn how social engineering and vishing led to the massive ransomware attack halting operations at MGM Resorts and Casinos.

read more >
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.

contact us

Pittsburgh
Columbus
Metropolitan Washington