Transaction advisory and deal services
Let the numbers speak for themselves
1,100+
Deals completed annually
850+
Deal consultants
2,900+
Private equity and venture capital client relationships
1,100+
Public companies served
Navigating complexity with clarity. Guiding decisions with experience.
Today’s mergers and acquisitions landscape is shaped by shifting valuations, market uncertainty and evolving deal dynamics. You need more than technical support—you need a trusted advisor who understands your unique situation and sees around hidden corners.
At every stage of a transaction—as a buyer or a seller—we help you navigate complexity, minimize risk and unlock value. Whether you’re a corporate acquirer or private equity investor, we bring deep industry knowledge, market insight and tailored strategies to meet your goals.
We provide end-to-end transaction support, from deal strategy and readiness through diligence, execution and integration. At RSM, our team helps uncover risks, identify growth levers and deliver practical, data-driven insights that align with your objectives.
Working with RSM means:
- An advisor who understands the current market and your industry
- Precision across acquisitions and divestitures
- Scalable solutions backed by real-time market dynamics and experience
- A collaborative, transparent approach tailored to your needs
As a first-choice advisor to the middle market, we help you move forward with confidence—turning each transaction into the value you expect.
RSM's quality of earnings assessment provided crucial insights into our acquisition target's financial landscape. Their deep [experience] in government contracting and compliance with DFARS transformed our approach, ensuring we met all regulatory requirements seamlessly. From transaction support to post-close accounting, RSM's comprehensive capabilities have made them an indispensable [advisor] for our dynamic business needs.
Alan Edrick, Executive Vice President and Chief Financial Officer, OSI Systems, Inc.
Acquisition services
Achieving value in an acquisition starts with the right insights and ends with seamless integration. At RSM, we support you across the entire lifecycle—from diligence to day-one readiness and long-term integration. Our approach aligns people, processes and systems with your investment objectives to minimize risk and accelerate value. Whether it’s evaluating synergies, assessing operational fit or navigating complex financials, we provide you with the clarity and direction to move forward with confidence.
Divestiture services
A successful divestiture requires speed, precision and minimal business disruption. At RSM, we help you plan and execute carve-outs, spinoffs and asset sales with a focus on value preservation and risk management. From early-stage readiness through execution, we tailor our approach to enable a clean separation, seamless compliance and strategic continuity—while positioning the remaining business for long-term growth.
Capital market transactions and IPO services
Preparing for the public markets requires discipline, transparency and the right foundation. At RSM, we help organizations navigate initial public offering (IPO) readiness and planning with a focus on operational readiness, financial reporting and governance. From early-stage assessment through pre‑IPO execution, we help you identify gaps, reduce risk and build scalable processes—so you’re positioned to meet regulatory requirements, instill investor confidence and enter the market prepared for life as a public company.
Success story: Cross‑border buy‑side diligence
Diligence unlocks €6.5 million in cross‑border value
Results that matter
- Delivered clear financial insights by validating EBITDA, working capital and deal mechanisms
- Identified tax and human resources exposures across seven countries, with actionable remediation steps
- Evaluated synergy assumptions and confirmed €6.5 million in potential savings
- Enabled confident deal execution, supporting financing and purchase agreement negotiations
Success story: Scalable audit, tax and back‑office transformation
Tenfold growth supported through scalable operations and smarter controls
Results that matter
- Supported 30-plus acquisitions with quality of earnings studies and strategic advisory
- Resolved multimillion‑dollar tax challenges, including contesting a $5 million levy
- Improved back-office efficiency by 50% through an end-to-end “source to report” transformation
- Enhanced key performance indicator (KPI) visibility across 10 divisions through advanced data aggregation and analytics
Success story: Accelerated IPO readiness
Successful IPO achieved on a compressed timeline with a scalable finance foundation
Results that matter
- Completed a successful IPO despite a highly decentralized operating model
- Reduced regulatory and reporting risk through improved SEC, GAAP and PCAOB readiness
- Enhanced forecasting, liquidity visibility and executive-level KPI transparency
- Established scalable finance, tax and reporting processes to support ongoing compliance and future growth
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