Unlocking value in every transaction

Our Transaction Advisory Services (TAS) team is dedicated to unlocking value in every transaction. We provide expert guidance and strategic insights to help businesses navigate complex transactions with confidence and precision, including support on M&A, IPO, financial restructuring and modelling, due diligence and general transaction advice. Our team leverages deep industry knowledge and extensive experience to deliver a tailored solution to help drive your success and maximise value.

We support the entire deal lifecycle, ensuring seamless execution and optimal outcomes at every stage, including pre-deal strategy and post-deal integration to ensure a smooth transition and sustained success. Our commitment to excellence and client-focused approach makes us the trusted partner for businesses looking to achieve their strategic goals through effective transactions.


Due diligence and advisory

Whether it’s a merger, acquisition, fund raise or sale, our team offers the right advice precisely when it’s needed.

Our team collaborates seamlessly with yours to conduct thorough due diligence and advisory services, delivering valuable insights for strategic decision-making.

  • Financial, tax, IT, ESG, regulatory financial and actuarial due diligence
  • Vendor support and transaction readiness
  • SPA and APA reviews
  • Preparation of fund flows
  • Completion accounts and earn out preparation / reviews

IPO and Capital Markets

Whether you are just starting to consider listing, have already decided which market you want to IPO on or are an experienced listed business looking to carry out further transactions, we can support you.

  • IPO readiness
  • FPPP advisory
  • RTO
  • Dual list

Data and strategy

Our experts support businesses through pre-transaction reviews and post-deal integration to upgrade processes.

  • Financial modelling
  • Excel automation
  • Data reviews and investigations

Transaction tax advisory

Our team has a wealth of experience in guiding clients through transactions. We understand the challenges that you face and can provide the advice you need to allow for effective tax management and provide you with a clear strategy throughout a transaction.

  • Tax structuring
  • Employee incentivisation
  • Entrepreneur tax advisory

Financial accounting advisory

Our expert team provides a wide range of accounting advice, assistance with implementation of new accounting standards, transaction support and technical training services to support your business in an increasingly demanding financial reporting environment.

  • Accounting advice
  • Implementation of new accounting standards
  • Transaction accounting
  • Technical training

Post-deal integration

Completing an acquisition is just the start of the process to ensuring a transaction is successful. Whether you have a dedicated in-house team or not, we can help make sure that the integration occurs smoothly and effectively. 

Our team has been involved in different types of post-integration work. These may have been identified by us, or other parties, as part of a due diligence. Either way, we have the expertise to assist your business with post-deal integration work.  

  • Support for routine updates – including tax filings and disclosures or ingestion into an ERP system
  • Complex work – including rebuilding company ledgers for debtors or investigating issues

Valuation

Our specialist Valuations team can support your company with trusted, independent valuations for a wide range of purposes.

Post-deal Purchase Price Allocation (PPA) reports are required by external auditors as part of a transaction.

We have a collaborative approach, working closely with you and any external advisors to fully understand the requirements and any challenges that may need to be overcome to deliver a valuation that is fit for the purpose intended and in a timely manner, ensuring all parties are kept informed throughout the process.

  • Pre-transaction valuations
  • M&A transaction support – including, pre-deal consulting and post-deal PPA
  • Corporate restructuring and tax valuations
  • Portfolio valuations

Relevant insights

The latest in transaction advisory from PKF