Deal Services
Deal Advisory Services Across the Transaction Lifecycle
Successful transactions require more than financial analysis—they demand clear insight, disciplined planning, and seamless coordination across the deal team. Kreischer Miller supports private equity firms and their portfolio companies through every phase of the transaction lifecycle, from early strategy development and pre-LOI planning to due diligence, close, and post-transaction integration. Our deal professionals work alongside management, legal, and banking teams to evaluate risk, validate value drivers, and provide the financial, tax, and human capital insight needed to move forward with confidence and precision.
Services
Deal Services
Quality of Earnings, including buy-side and sell-side financial due diligence
M&A strategy development
Pre-transaction planning and letter of intent assistance
Indications of value and feasibility analysis
Development of complex financial models incorporating critical assumptions (transaction structure, pricing, financing, synergies, etc.)
Coordination with other deal team members such as management, attorneys, and bankers
Tax planning and due diligence
Working capital assessments
Post-transaction support, including working capital measurements, purchase price accounting, and open balance sheet determinations
Talent advisory and post-merger human capital integration
Deal Services Specialists
Michael L. Lipschutz, CPA, CM&AA
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Brian J. Sharkey, CPA, CVA, CEPA
