PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

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Strategy and Transaction Advisory

The pace of change has catapulted to an entirely new level thanks to shifting capital markets, global volatility, ballooning cyber threats and the introduction of AI and other new technologies. To regain and retain competitive advantage today requires innovative new strategies, compelling new vision – and top-tier specialists to guide executives and their stakeholders in mitigating risk, enhancing financial due diligence and creating a new level of value.

Our talented advisory team connects clients to a comprehensive suite of strategy formulation, investment banking services and transaction services. Integrating the unmatched expertise of our specialists, our global reach and client commitment, we design tailored solutions specific to the unique needs of each of our clients. Count on our highly qualified team for customized execution, subject matter experts, a deep well of resources, an experienced senior team and exceptional service and delivery.

Our Strategy and Transaction Advisory services include:

  • Acquisition Advisory
  • Bankruptcy
  • Employee Stock Ownership Plans (ESOPs)
  • Exit Readiness and Transaction Planning
  • Financial Due Diligence
  • IT/Cyber Due Diligence
  • M&A Cybersecurity and Data Advisory
  • Operational Due Diligence
  • Banking and Financial Services
  • PKF Investment Banking
  • Sell-Side Advisory
  • Tax Due Diligence
  • Turnaround and Restructuring
  • Valuation and Financial Modeling
  • Explore Our Insights