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TRANSACTION ADVISORY

Middle market companies across numerous industries face complicated market transactions.

Transactions of all sizes present unique opportunities and obstacles. Whether you are a corporate strategic buyer, private equity group, family office, mezzanine lender or other financial investor, your unique needs have similar goals: lower risk, enhance transaction proficiency and bolster transaction value.

DHG Transaction Advisory is on the forefront of providing quality experience and dedicated resources to help your company achieve these goals. As your trusted advisors with a strong understanding of the latest M&A trends, we collaboratively work with you to respond to and address your needs.

DHG’s private equity practice includes more than 200 dedicated audit, tax and advisory professionals who work with businesses valued between $1 million and $1 billion and private equity funds with assets under management ranging from $500 million to $20 billion. With our client service focus, industry knowledge and tailored approach to each transaction, DHG stands apart from the competition.

LOWER RISK

ENHANCE TRANSACTION PROFICIENCY

BOLSTER TRANSACTION VALUE

DHG Transaction Advisory helps you address common issues associated with any given transaction, including:

Quality of earnings and revenue
Inaccurate accounting
Carve-out issues for larger companies
Failure to deliver or receive expected results and restructuring issues
Incomplete due diligence
Cybersecurity
State and local tax compliance
Unidentified commitments & debt-like items

KNOWLEDGE SHARE

Podcast

M&A FAQs

EPISODE 78: With the mergers and acquisitions market moving at a record pace, many business leaders want to better understand what factors are driving the activity and how best to prepare for opportunities. DHG’s panel shared insights on the latest trends and challenges.

Publication

REIT Distribution Requirements: Planning for Year-End

Real estate investment trusts (REITs) are an attractive entity type due to their preferential tax treatment and the many benefits offered to investors. However, to receive this preferential tax treatment, REITs must meet numerous tax requirements throughout the year, both quarterly and annually. ...

Publication

Why Selling Your Business Just Got Real

If you are a business owner whose exit strategy contemplates a potential sale transaction, the current Administration’s recent revenue proposals, as explained in the “Green Book,” should prompt you to take current action. Specifically, some proposals have the potential to impact the ultimate net ...

Firm News

DHG Expands Private Equity Tax Services with New Partner, Ben Romeiser

Podcast

M&A FAQs

Publication

Accounting Relief for Customer Contract Balances Acquired in Business Combinations

Publication

REIT Distribution Requirements: Planning for Year-End

DHG TV

GrowthTV: Navigating Physician Practice M&A

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SERVICES

Buy-Side Due Diligence

Performing due diligence can make the difference between a successful purchase and a derailed transaction. Our Buy-Side Financial Due Diligence Services focus on the target company's business and profitability drivers so as to provide the buyer with the ability to assess and analyze the potential acquisition at the proposed purchase price. Our due diligence assists our clients’ decision to proceed, renegotiate, restructure or withdraw from the transaction.

Sell-Side Due Diligence

When owners or founders seek to sell their business, DHG can help them prepare for the requests of potential buyers. We leverage our merger and acquisition experience to help thoroughly prepare a corporation for the inquiries, documents and analyses that the potential acquirer will request. The transparency and quality of financial reporting that sellers can instill in their financial records may dramatically enhance the value of a deal.

Our Sell-Side Financial Due Diligence Services take an immense amount of pressure off corporate executives and better prepare them for a business transaction. By utilizing our services to assist in the preparation of a transaction, our clients are better positioned to obtain maximum value for their company and reduce the risk of unexpected purchase price adjustments or surprises that could terminate a transaction.

Tax Due Diligence and Structuring

Certain tax issues can make-or-break a transaction. DHG can help address otherwise overlooked challenges. Our experienced tax professionals collaborate with our resourceful finance and accounting due diligence professionals to summarize tax information that may affect your transaction. DHG is experienced in providing tax-related assistance in many areas such as optimal structuring and tax due diligence, tax compliance services, Sales & Use and Property Tax needs and federal as well as international tax services.

Post-Transaction Services

A transaction does not end with the signing of the sale and purchase agreement. DHG Transaction Advisory professionals provide an array of offerings to help our clients navigate the complex issues that arise following the transaction closing. Our Post-Transaction Services facilitate the transition to new ownership and assist our clients in maximizing the value of the transaction. DHG strives to continue the relationship by providing audit, tax, valuation, performance improvement and integration services after the deal closes.