Transaction Services

Transaction Services

The decision to buy or sell a business is often one of the most critical financial decisions you will make. A lot of preparation is necessary to walk away from the negotiating table knowing that you’ve made the best deal.

Whether you are looking to expand your capabilities, increase market share or execute a well-planned exit, these are the times when the value of a trusted advisor is realized.

CSH’s transaction services professionals have guided numerous clients through a variety of deals. We also understand how critical due diligence is to the process so you can balance the risk and opportunity, and have complete confidence in your decisions.

Our Transaction Advisory Services

transaction-services-deal-maker-awardAt CSH, we’re focused on the unique needs of middle-market companies. From consideration of a purchase through completion of the transaction, we conduct all facets of a deal. We regularly and seamlessly work with attorneys, bankers, investment houses and venture capital firms to achieve a successful outcome for our clients. We understand your goals and speak your language because we work with the same companies, stakeholders and teams you do. Our transaction advisory services include:

  • Tax attribute inventory
  • State and local tax evaluation
  • Tax due diligence
  • Forensic review
  • Assist with offering memoranda
  • Business and strategic planning

Transaction Planning

CSH offers a complete spectrum of services for pre-transaction planning, transactional support and post-transaction planning. We understand that every transaction is unique, and that planning for these events begins long before the actual deal takes place. Pre-transaction planning is one the most significant areas where CSH can bring value to our clients, helping them understand the process, including:

  • The valuation models to be used
  • The roles various transactional service providers play
  • How to maximize the value of the business
  • Tax consequences of alternative transactions
  • Forward projections
  • Developing a transaction process timeline

Raising of Debt and Equity Capital

We advise on strategies for the raising of debt and equity capital for acquisitions, management buyouts, recapitalizations and growth financing. Depending on your needs, our consultation is likely to include:

  • Advising on an appropriate capital structure to minimize funding costs.
  • Tailoring an investment proposition into an attractive opportunity for financiers.
  • Understanding the financiers’ perspective and identifying the capital providers likely to offer the most advantageous terms.
  • Advising on negotiations and the management of competing offers, to secure the best deal from capital providers who are committed to developing the business.

Our goal is to create value for you and support you throughout the transaction process.

Transaction Services Guidance

Below you’ll find proactive advice and ideas to help you achieve your goals.

Upcoming Conferences

Check back soon to see the events at which we’ll be guests, sponsors and speakers. We’d love to connect with you there.

Upcoming Webinars

Our webinars keep you in-the-know on business-critical trends and issues. Check back shortly to see upcoming topics.

How Can We Help You?

With a vast array of solutions to meet the needs of growing businesses, individuals and families, the question isn’t if we can help but how.

Transaction Services Team

We offer best-in-class technical expertise and services, but it’s the quality of our professionals that set us apart. At CSH, relationships matter, and we believe creating supportive, helpful, working relationships is perhaps the most valuable talent we offer. How can we support you? Contact one of our team members below or explore our searchable page of all firm professionals.

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