Services

A transaction is one of the most complex and risky endeavors a business can undertake.

As a buyer, you want to be sure you’re making the right acquisition. You need to anticipate the risks and issues that may arise. That’s why it’s important to analyze and validate the financial, operational and strategic assumptions you’re making about the transaction through an objective due diligence process.

Proper due diligence is an important part of assessing whether to proceed with an acquisition and, if the transaction goes forward, how best to negotiate and structure it. A well-conducted due diligence process encompassing financial, information systems and tax analysis should reveal both the risks and opportunities of a potential transaction.

How we can help
Whether you’re a private equity group in need of transaction support services or a corporate buyer looking for due diligence assistance, we have seasoned professionals throughout the U.S., even the world.  Our transaction support specialists — with diverse industry and professional backgrounds — provide the perfect blend of middle-market focus and transaction expertise.

Dedicated teams are the strength of our transaction support services practice. We bring together transaction support specialists, as well as professionals from other disciplines — including tax, operations, human resources and information technology specialists — and apply a consistent methodology to provide a higher level of service. This integrated approach allows us to work with our clients’ attorneys and other advisors to devise cost-effective tax structuring alternatives, and to serve clients across the entire transaction process.

Our clients count on the hands-on leadership and involvement of our senior-level professionals who have the required transaction experience to help identify and mitigate risks as quickly as possible. This approach establishes quality control, emphasizes personal attention and delivers timely services.

Our responsiveness, depth of experience and global reach mean we can provide resources on the ground wherever and whenever they are required. And our extensive professional resources enable us to take a comprehensive, consultative approach to the multifaceted needs of middle-market transactions. Our services include:

• Assessing the quality of earnings and cash flow
• Analyzing the quality of assets to be purchased and liabilities to be assumed
• Identifying internal control weaknesses including observations on systems and personnel
• Identifying transitional issues and assisting with post-transaction integration issues
• Informing you of areas of risk and concern on a timely basis
• Preparing financial projection analysis
• Recommending the optimal deal structure from a tax perspective
• Recommending financing alternatives and sources
• Providing a comprehensive report of issues
• Working capital adjustments and analysis
  
  

Sell-side services
When the time is right to sell, we also perform sell-side due diligence to help you prepare for a sale. Our process prevents unanticipated surprises during buyer due diligence and includes:

• Carve-outs
• Divestitures
• Spin-offs
• Sale planning
• Data room preparation

Why RSM McGladrey
Through our rigorous due diligence process and ability to address financial, tax and post-transaction integration issues, we help buyers complete transactions efficiently and effectively while protecting their interests.

Our audit* and tax experience enables us to proactively counsel newly acquired portfolio companies in their day-to-day operations. Post transaction, we can help with purchase accounting and opening balance sheet issues. We can also assist investors in divesting portfolio companies to realize maximum returns on their investments.

In addition, we work with RSM EquiCo, a leading global investment banking firm dealing in mergers and acquisitions, divestitures and corporate finance, to offer the services that best fit your needs.

*Audit and attest services provided by McGladrey & Pullen LLP, a partner-owned CPA firm.

Alerts
IRS Issues Needed Guidance on Exchanges of Restricted Stock in Reorganizations
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Highlights
RSM McGladrey’s Michael J.Grossman discusses private equity’s future in the middle market
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Read about some of our recent transactions.
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Articles
Middle-market deals are key to sustaining the robust private equity activity
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McGladrey’s Transaction Support Services team provides perspective on International M&A Due Diligence in an article for ACG Journal in Chicago
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Address tax issues early in M&A negotiations
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How the right valuation approach can help your company maximize business opportunities
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RSM McGladrey’s specialized services for private equity groups and their portfolio companies
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Whitepapers
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