Transaction Advisory Services

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Acquisitive strategic buyers (Corporations), Mezzanine lenders and Private Equity Companies want to make the right acquisition for the right price. That's why the buy-side due diligence process is so important. CBIZ’s Transaction Advisory Services group utilizes a rigorous due diligence methodology involving analyzing and validating financial, operational and strategic aspects of the deal, making it easier for Buyers to structure and negotiate a favorable deal. CBIZ’s Transaction Advisory Services group’s buy-side due diligence services reveal risks and opportunities so Buyers can make an informed decision about how and whether to proceed.

Additionally, Sell-side due diligence could increase your buyer's trust level and willingness to pay top dollar. But your staff may not have enough time or experience to identify and explore potential issues. And, they may not know how those issues could affect the deal's outcome. An investment in professional pre-sale due diligence will produce accurate financial information for your buyer and also address operational, technology and human resource issues that could be the difference between a successful sale and a long, potentially contentious transaction process. This is particularly true today, where due diligence efforts have intensified and buyer-identified issues can place a seller in a defensive negotiating position on price and transaction terms.

Business Contact Name
Michael Aquino, CPA
Office location(s)
Philadelphia, PA, USA
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Other area of expertise
Legal Consulting, Flex Legal Talent, collections/forensics e-Discovery and much more
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Consilio is a global leader in eDiscovery, document review, risk management, and legal consulting services. The company supports multinational law firms and corporations using innovative software, cost-effective managed services and deep legal and regulatory industry expertise. Consilio has extensive experience in litigation, HSR second requests, internal and regulatory investigations, eDiscovery, document review, information governance, compliance risk assessments, cybersecurity, law department management, contracts management, legal analytics, paper discovery and digital printing, as well as legal recruiting and placement. Consilio and its global family of companies, Advanced Discovery, Altep, Millnet Document Services and Legal Placements Inc., employ leading professionals in the industry, applying defensible workflows with patented and industry-proven technology across all phases of the eDiscovery and risk management lifecycle. ISO 27001:2013 certified, the company operates offices, document review facilities and data centers across Europe, Asia, and North America.

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David DiDonato, Regional Director
Office location(s)
HQ in Washington DC and located in 50 states and 20+ countries globally
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Boutique CPA firm licensed if the State of Florida offering accounting and advisory services to public companies and early-stage to middle market private companies.

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Russell Frawley, Principal
Office location(s)
Miami, Florida, USA
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Other area of expertise
Corporate Finance, debt structure and placement
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Infinity provides expert merger and acquisition (M&A) and corporate finance services to companies with revenues between $25 million and $250 million. Our principals of the firm have successfully completed hundreds of millions of dollars in transaction value. Our primary clients consist of privately held, closely held and family owned businesses.

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Dan Flick, Managing Partner
Office location(s)
Dallas, TX USA
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Business Financial Planning

Business Contact Name
Daniel Drabinski
Office location(s)
Dallas, TX, USA