Advisory

Mergers & Acquisitions (M&A) Advisory

Own your exit, acquisition or investment with transaction advisory that delivers clear guidance on deals, mergers, finance, tax and tech transformations.
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Mergers & Acquisitions (M&A) Advisory
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Our Approach

What Are Merger & Acquisition Advisory Services?

Armanino’s M&A Advisory services bring you comprehensive transaction advisory support across financial, tax, valuation and pre- and post-deal technology enablement to close deals faster and secure better returns.

We help middle-market leaders and private equity-backed companies tackle the roadblocks head-on, giving you clear answers and hands-on help from senior advisors. Whether you’re planning a strategic exit, pursuing a new acquisition, making an investment or going all-in on growth, we sort out the messy details and keep your transactions moving.

Your Advantages

M&A Advisory Benefits

Your road ahead is filled with many moving parts and major time commitments. Navigate these challenges head-on with guidance that helps you:

  • Make finance, tax and tech decisions that grow your deal’s value
  • Avert risks and avoid surprise costs by identifying red flags early
  • Connect systems, smooth workflows and automate tasks to make transitions easier
  • Merge teams, strengthen reporting and optimize software for better integration
  • Turn tangled contracts and financials into a step-by-step plan you can act on now
What We Offer
M&A Advisory Services Overview

The three M&A phases that matter most to you in any transaction are the three we organize our services around: pre-deal, deal execution and post-close integration. Here’s how we support you through each phase — not just in theory, but in the specific ways you see value on the ground.

Experience Consistent Collaboration
Pre-Deal Strategy & Planning
Prepare for a transaction with clean financials, clear reporting and a compelling story
Checklist Document
M&A Deal Execution & Diligence Service
Verify financials, review terms and spot hidden risks before you sign the contract
Process Automation
Post-Close Integration & Value Creation Services
Combine teams, systems and processes so you get clear numbers and faster results

Pre-Deal M&A Strategy & Planning

Before you make a move on a merger or acquisition, our transaction advisory team helps you put a solid plan in place, so you reach the deal and future you really want. Whether you're buying or selling, you'll head into negotiations with a plan that stands up, a story that makes sense and answers that win over buyers or investors. To craft your plan in the strongest possible terms, we help you plan better with services like:

  • M&A Strategy
  • Investor Storytelling & Communications
  • M&A Program Management
  • Outsourcing
  • Transaction Cost Analysis
  • Quality of Earnings
  • Estate/Tax Planning
  • Succession Planning

Deal Execution & Diligence Services

Your deals can die fast without proper due diligence, so we handle diligence fast — digging into your numbers, flagging risks and keeping your transaction moving without painful surprises. We break down your deal structure and assess the impacts, so you walk out with a better payout.

Plus, we stay in sync with your bankers and attorneys to keep your deal moving forward with services like:

Post-Close Integration & Value Creation Services

When your deal finishes, a new round of work begins. Determining how your combined entity will work is your next big step. We help you get over this hurdle by tying up loose ends to making the transition as simple as possible. Avoid legacy headaches, skip common pain points, get fast answers and see real value right away with services like:

Checklist

How to Choose an M&A Advisory Services Provider

Choosing the right transaction advisor shapes your outcome. You need an advisor with middle-market know-how who delivers real results driven by hands-on integrated and technology expertise. Use these questions to spot that provider:

  • Middle-Market Focus. Do they specialize in guiding middle-market leaders? Or will your deal be a low priority in a sea of enterprise clients?
  • Integrated Expertise. Can they provide financial, tax, valuation and technology expertise in one firm? Or will you have to manage multiple, siloed teams?
  • Technology & Systems. Can they help you implement and customize cloud-based financial management and HCM systems like NetSuite, Microsoft Dynamics or Workday post-close?
  • Senior Leader Involvement. Will you get hands-on, senior leadership guidance from start to finish? Will you get a dedicated team of functional experts to support your transition?
  • Long-Term Support. Does the firm exit after the deal closes? Or do they stay with you to handle the crucial work of post-merger integration and transformation?
Mergers & Acquisitions (M&A) Advisory
Proven Expertise
Why Armanino for M&A Advisory Services?

For over 50 years, our award-winning experts have guided family-owned, founder-led, PE-backed and fast-growing companies through high-stakes deals, combining finance, tax and tech functions to support you through every step.

The Right Way to Build

Close Your Deal With Confidence, Not Guesswork

You don’t have time for last-minute surprises. Talk to one of our M&A advisors to see what you need to win the deal and get real results right away.