Every transaction brings opportunity — and complexity. Whether you’re acquiring a business or preparing for a sale, our team provides the specialized guidance you need through every phase of the process. Our buy-side advisory and sell-side advisory services are built to support informed, efficient and value-driven decisions.
At PKF O’Connor Davies, we support clients on both sides of the deal with customized transaction advisory services that help clients manage risk, uncover strategic opportunities and streamline execution from initial planning through closing.
Meet Our Professionals
The best deals aren’t just made at the table — they’re shaped long before, through preparation, insight and strategy.
Buy-Side Advisory
Our comprehensive buy-side advisory program is designed to help clients identify the right acquisition opportunities, evaluate them thoroughly and execute deals aligned with their strategic and financial goals.
Services include:
- Development of a customized acquisition strategy and search criteria
- Target identification and outreach through tailored marketing campaigns
- Comprehensive financial due diligence and operational evaluation
- Deal structuring guidance, including tax and financing considerations
- Support through negotiation and closing of the transaction
Whether you’re completing a one-time business acquisition or growing through multiple deals, we tailor our approach to your specific needs and goals.
Sell-Side Advisory
Positioning Your Business for Maximum Value
Our sell-side advisory services help business owners prepare for a successful exit and guide them through the complexities of the sale process. From preparation through closing, we focus on reducing risk, presenting value and supporting a smooth transaction.
Services include:
- In-depth business assessment and buyer readiness planning
- EBITDA adjustment strategy to strengthen positioning and reduce re-trade risk
- Creation of compelling marketing materials and financial models
- Global buyer outreach using targeted strategies
- Guidance on deal valuation, structure and terms
- Coordination of closing milestones, documentation and issue resolution
We work closely with your team and advisors to help anticipate challenges, maintain momentum and support a transaction that reflects the true value of your business.
We’re ready to support your next acquisition or sale. Contact us to learn how our transaction advisory team can help.