Mergers and acquisitions (M&A) and divestitures are critical and strategic transactions. Oftentimes, to optimize the value from these vital transactions requires unique expertise. ATA’s Transaction Advisory practice consists of professionals with unique and diverse skill sets and experience to help you succeed. We understand tight timelines, valuation pricing pressure, and issues identification. In summary, we help companies optimize their transaction outcomes. Our transaction advisory services include:

  • Mergers & Acquisitions
  • Due Diligence (Financial, Tax, IT, HR, and Operational)
  • Business Valuation
  • Financial Modeling
  • Post-Merger Integration
  • Synergy Identification & Realization
  • Succession & Exit Planning
  • Business Brokering
  • Wealth Management

What Clients Say…

ATA’s transaction advisory group continues to provide us with value-added insights and solutions related to our various acquisitions as well as our potential selling of the business. We rely on their expertise from a financial modeling, due diligence, enterprise valuation, and negotiation perspective. We highly recommend ATA as companies engage in strategic business transactions.

-CEO, Waste Management Company


Experience Matters

In my capacity as the national advisory practice leader at ATA, coupled with my credentials as a certified mergers & acquisitions professional and certified value growth advisor, I continue to see companies struggle with optimizing their business transactions both pre and post deal. Mergers, acquisitions, and divestitures are complex and challenging, and companies need experienced transaction advisors to help them succeed and maximize enterprise valuation.

-Rick Schreiber, Partner and National Advisory Practice Leader