Transaction Advisory Services

A Merger & Acquisition Advisory Firm You Can Rely on

Expert guidance, risk management, and deal structuring for seamless transactions and transitions

At Mowery & Schoenfeld, we partner with you to navigate the complex and often high-risk situations inherent in the M&A and search fund process. The search, acquisition, and management of a company require a great deal of physical and emotional energy, as well as the ability to handle high levels of uncertainty, change, and stress. For those who can deal with the challenges, the result can be professionally and financially rewarding. We are here to act as your partner throughout.


Giving you confidence
in your M&A

Mowery & Schoenfeld’s expert team meticulously examines financial statements, identifying and quantifying key drivers of earnings quality to get real bottom-line numbers without the distraction of anomalies or one-time events so you can get a full understanding of a business’s profitability.

Finding the right transaction structure for success

Our dedicated professionals work closely with clients to design strategic frameworks. Regardless of the transaction type, we tailor structures to minimize risk, enhance financial efficiency, and create long-term value, ensuring your transactions are positioned for success from inception.

Thinking beyond the transaction

Our team of tax experts collaborates closely with clients and help navigate the intricate web of regional tax regulations, ensuring that your transaction is not only tax-efficient on a federal level but also strategically structured to minimize state and local tax liabilities, thereby maximizing overall savings.

Facilitating a smooth transition post M&A transaction

Closing on a merger or acquisition isn’t the end of the deal. After acquiring a company, you have to integrate it into your existing operations and culture, and this presents some challenges. Our professionals stand by you after the deal is done, providing ongoing assistance and strategic guidance.

Helping aspiring entrepreneurs

We have the expertise to help you set up and operate a search fund—an investment vehicle that connects a middle-market firm with the entrepreneur and investors who buy and manage the company. Our comprehensive support empowers search fund entrepreneurs to make informed decisions

Experienced M&A Business Advisors That Guide You Through Your Transaction

At Mowery & Schoenfeld, we’re with you every step of the way, helping you:

  • Balance the rewards with the risks
  • Gain confidence in the transaction with due diligence
  • Structure the best deal for your needs
  • Improve your negotiating position
  • Close the deal
  • Expedite a smooth transition

Get Started with Transaction Advisory Services from Mowery & Schoenfeld

Talk to an M&A and transaction advisory consultant today.


Primary Contacts

Michael Kidd

Partner, Director of Transaction Advisory Services
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