Transaction Advisory

Moving from Transaction to Transformation

In the middle market, a transaction is more than just a financial event—it is a pivotal moment in the Owner → Business → PE → HNW flywheel. Whether you are acquiring a new platform, preparing for a strategic exit, or restructuring for future growth, the stakes go beyond the purchase price. You need a partner who can provide the technical clarity to navigate the deal today and the strategic foresight to professionalize the business for tomorrow.

We provide a single-provider platform for deal success. At Calvetti Ferguson, we don’t believe in a one-size-fits-all approach to mergers and acquisitions (M&A). We combine deep industry experience with a multidisciplinary team to ensure objective data, tax efficiency, and operational readiness for your transaction. We help you move forward with the confidence that your deal is built on a solid foundation.

Specialized Disciplines to Drive Enterprise Value

Our transaction advisory platform is built on three core pillars designed to protect your interests and maximize your return on investment.

M&A Due Diligence

Verify the value of your next acquisition with a 360-degree review. We look past the surface to identify risks and confirm that the numbers reflect economic reality. Our integrated approach includes financial, tax, cyber, and operational diligence.

• • • Explore Due Diligence Services

Transaction Support

Navigate the complexities of buy-side and sell-side representation with a dedicated advocate in your corner. We manage the heavy lifting of the deal—from data room organization to net working capital negotiations—so you can stay focused on your core operations.

• • • Explore Transaction Support

Business Valuations

Get a clear, defensible view of your company’s value. Whether for a strategic transaction, buy-sell agreement, or tax and estate planning, we provide the data-driven insights needed for your most important moves.

• • • Explore Valuation Services

Professionalizing the Business for the Next Stage

A deal is only the beginning. Our advisory framework is designed to help organizations evolve into institutional-grade enterprises. By professionalizing your team and processes simultaneously, we ensure that your internal capabilities grow in tandem with your business.

As part of our integrated platform, we seamlessly bridge the gap between the transaction and long-term success by pulling in specialized expertise when it matters most:

• Technical Accounting: Ensuring Day One reporting accuracy and audit readiness.

• Risk Advisory: Implementing the governance and controls that Private Equity and Boards demand.

• Tax Strategy: Optimizing the deal structure to protect the owner’s legacy and personal wealth.

Trusted by PE Sponsors and High-Growth Entrepreneurs

We have supported dozens of transactions across many industry sectors, including Energy, Services, Manufacturing, and Technology. Our team understands the nuances of middle-market M&A and the importance of speed, accuracy, and deal certainty.

Ready to Build Your Transaction Strategy?

Don’t leave your next big move to chance. Let’s build the financial and operational architecture your vision deserves—partner with a firm that understands the entire lifecycle of your business.

Contact Our Team