Calvetti Ferguson

Transaction Advisory Services (TAS)

In today’s complex business environment, our TAS team brings together firsthand M&A and corporate finance experience, along with industry knowledge, to manage transaction risk and enhance shareholder value. From developing an M&A strategy to finalizing the deal structure, TAS provides the full suite of services at each stage of the M&A process to realize efficiencies and value for the client.

For transactions including mergers, acquisitions, restructurings and carve-outs, we assist clients in developing business plans and transaction strategy, conducting due diligence, and finalizing the deal structure. Our goal is to deliver the highest quality in advisory services. No other middle market firm goes further to provide private equity investors, strategic buyers and lenders with the integrated services they need to achieve success.

Calvetti Ferguson combines advisory, audit, tax and industry expertise to help clients quickly realize optimal value from their transaction.

Transaction Advisory Services include:

  • Full M&A Lifecycle from Letter of Intent to Purchase Price Allocation
  • Confirmatory Due Diligence
  • Quality of Earnings | Quality of Assets
  • Post-Closing Adjustments
  • Financial Integration
    • Process Improvement
    • Documentation and Training
    • Internal Controls
    • Financial Planning and Analysis
  • Intellectual Property Licensing and Strategy

“TAS provides the full suite of services at each stage of the M&A process to realize efficiencies and value for the client.”