Transaction Advisory

Transaction Advisory

Navigate the transaction. Preserve and create value.

From diligence through integration, value creation and exit, Smith + Howard brings together specialized expertise to help investors, owners and leadership teams make informed decisions and move transactions forward.

Talk with our team
Business team meeting in a glass-walled office

For private equity sponsors, strategic acquirers + investment teams

Buy-Side Advisory

Financial due diligence and quality of earnings to inform acquisition decisions.

For business owners, management teams + investors

Sell-Side Advisory

Financial readiness and sell-side quality of earnings to help businesses prepare for a sale.

Private equity experience

Experience that extends beyond the deal.

  • 1,000+

    Private equity engagements delivered

  • 200+

    Portfolio companies served

  • 115+

    Private equity sponsors supported

Across the transaction lifecycle

Support at every stage.

We help clients prepare, evaluate, integrate, improve performance and position the business for what comes next, bringing in specialists from across Smith + Howard as each transaction requires.

Stage 01

Diligence + Preparation

Build transaction readiness, evaluate critical areas of the business and identify potential risks and opportunities before the deal moves forward.

  • QoE + Financial Due Diligence
  • Tax + Regulatory Diligence
  • Human Capital + Cyber Diligence

Stage 02

Integration + First 100 Days

Turn transaction priorities into coordinated action while maintaining business continuity and building the foundation for what comes next.

  • Finance + Accounting Integration
  • HR + Workforce Integration
  • Executive Search + Interim Leadership

Stage 03

Value Creation

Align people, finance, operations and strategic priorities around the actions that can improve performance and create value.

  • Performance + Operational Improvement
  • Finance + Reporting Optimization
  • Leadership + Talent Strategy

Stage 04

Exit + Realization

Prepare the business, leadership team and financial story for the next transaction and address readiness issues before they become deal issues.

  • Exit Readiness + Sell-Side QoE
  • Financial Reporting Readiness
  • Tax + Exit Planning

Client work

See the work in action.

Skyscrapers viewed from below

Integration + first 100 days

Executing a 90-day acquisition integration.

A company pursuing an aggressive acquisition strategy needed a repeatable approach to integrate tuck-in acquisitions and support continued growth. For a $28 million acquisition, our team helped integrate management, systems and accounting functions into the platform, establishing cash controls, reporting and close processes while supporting the transition through go-live.

Integration timeline
90 days
System transition
On time

Our people

Meet the leaders behind
transaction advisory.

Start a conversation

Wherever you are in the transaction, start with a conversation.

Whether you're preparing for a transaction, evaluating an acquisition, navigating integration or focused on value creation, we'll bring together the right expertise for what comes next.

Or call +1 (404) 874-6244

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