Services

Strategy and Transaction Advisory

That the pace of change has steadily increased is no surprise. Now, that pace has catapulted to an entirely new level thanks to shifting capital markets, global volatility, ballooning cyber threat 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 and creating a new level of value.

Our talented advisory team connects clients to a comprehensive suite of strategy formulation 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.

Exceptional guidance creating and seizing opportunities to reimagine avenues for growth, competitiveness and long-term success.

Our Strategy and Transaction Advisory services include:

    Employee Stock Ownership Plans (ESOPs)

    For privately held business’ shareholders, management and personnel, ESOPs are important exit planning vehicles that can help create liquidity, support business succession, increase the value of the business and generate substantial wealth for owners. Our specialists assist with every aspect of the transaction from employee benefit and executive compensation analyses to plan design, recordkeeping and reporting. Our tax expertise is essential to addressing complex regulations.

    Financial Due Diligence

    Our experienced professionals help corporations, investment advisors, private funds and other financial firms navigate the weighty M&A decision-making process. Our support includes validating financial statements, liabilities, tangible and intangible assets along with assessing rationales for financial statements and associated representations.

    IT/Cyber Due Diligence

    Our cybersecurity specialists excel at helping businesses protect networks, computers, programs and data from attack, damage or unauthorized access. They measure the security of IT environments by deploying a sophisticated proprietary investigative process and producing a comprehensive analysis that includes findings and recommendations for strengthening cybersecurity and privacy controls.

    PKF Investment Banking

    PKF O’Connor Davies Capital, LLC (DBA PKF Investment Banking) is the investment banking affiliate of PKF O’Connor Davies committed to serving the lower middle market with expertise, extensive resources, insight, confidentiality and integrity. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.

    Our M&A advisors leverage extensive industry knowledge and innovative financial expertise to help unlock a company’s full potential and create lasting value for all stakeholders. Our team accesses a large pool of potential buyers and sellers to create more choices for our clients and increase the potential for success.

    Acquisition Advisory
    Acquisitions present unique challenges. PFK Investment Banking helps mitigate these complexities while providing expert guidance throughout each phase of the process. Learn more.

    Exit Readiness and Transaction Planning 
    To help improve performance and increase value to shareholders, we assist companies in preparing to execute a transaction with optimum results, whether for a short- or long-term exit. Learn more.

    M&A Cybersecurity and Data Advisory
    Our professionals evaluate the strengths and weaknesses of a business’ IT environment to promote informed buy-sell decisions and, when warranted, improve IT systems. For clients on the buy side, we help identify weaknesses that may lead to lower valuations. For those on the sell side, we help assure the program design and operational protections typically associated with higher valuations. Learn more.

    Sell-Side Advisory
    Every sell-side transaction presents its own set of challenges and is driven by different goals. Our sell-side advisory services are designed to meet the specific needs of each client. Our team addresses issues with deep experience and helps guide negotiations toward the desired outcome. Whether the goal is to maximize financial return, ensure a cultural fit or a speedy exit, our specialists are committed to turning objectives into reality. Learn more.

    Explore Our Insights

    Watch webinars and catch up on the latest industry news to gain insights into our approach and commitment to client success. Subscribe to our newsletter to stay abreast of the latest developments and how PKF O’Connor Davies professionals can help your organization achieve ongoing success.