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Mergers and Acquisitions (M&A) Advisory Services

Set the Stage for Deal Success

With acquisitions or a sale, every aspect of the transaction needs to be carefully evaluated. A potential deal can fail not only because of strategy, but also due to accounting complexity.

Our M&A advisory services focus both on strategy and on helping clients anticipate and navigate financial reporting and technical implications before issues arise. 

Centri supports you through all phases of the M&A lifecycle – from initial strategy and readiness to due diligence, execution, and integration.

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Who We Help

160+ Experts

US-Based Support

AI & Tech-Enabled

Centri’s M&A strategic advisory services equip you with an outside, expert perspective honed by years of 15+ years of experience in an array of industry-specific deal scenarios.

Meet Our M&A Advisory Team

Centri’s team of experts is ready to help you with M&A advisory services. You can learn more about our specialists on the One Team page.

Talk to Our M&A Team
James Hendershot headshot.

James Hendershot

Managing Director

M&A Practice Leader

Experts in Every Industry, Even the Complex Ones.

Venture Capital No matter what stage of the investment life cycle you’re in, our team can support you with timely advisory and responsive communication exactly when you need it. Our team can offer guidance to help your firm efficiently close deals, accelerate growth, create value, and achieve your investment return goals.
Private Equity Our best-in-class transaction advisory services provide buy-side and sell-side financial due diligence to ensure you are well-equipped to close your deal with confidence. Together with a team of sector and deals specialists, we cover a comprehensive acquisitions due diligence process that turns questions into answers and data into insights. We also provide post-deal support and guidance, resolving accounting issues and managing audits.
Capital Markets Undergoing a merger or acquisition in the capital markets can bring exciting new opportunities, but it comes along with significant financial and operational complexities. At Centri, our experience providing M&A advisory allows us to anticipate your unique needs and guide you through due diligence, accurate valuation, and seamless integration, all while ensuring you stay compliant throughout the transaction process. Our goal is to help you navigate these critical events in the capital markets, maximizing the value and minimizing your risks to ensure a successful outcome.

Fewer Post-Close Surprises

Beyond the deep expertise our team carries across industries, we give you access to an award-winning team of experts across a range of disciplines.

Work with Centri, and you’re getting one firm of many experts — all who become an extension of your in-house team.

Our M&A Advisory Services support you in every stage of the transaction lifecycle. From day one, our goal is to help your business grow with a smooth transaction.

Explore Transaction Advisory Services

Experienced Acquisition Growth Strategy Support

M&A Preparation

  • Collaborating with you to develop a strategy and legacy plan that meets the needs of your middle-market business or family goals.

  • Working with you to determine potential growth opportunities through the development of an acquisition growth strategy.

  • Maximizing successful outcomes by developing a go-to-market strategy in preparation for a full or partial liquidity event.

  • Optimizing marketability and exit value, accelerating the exit process, and identifying or mitigating risks that could adversely affect the valuation or salability of the business.

  • Developing a sell-side readiness plan that enables management to spend more time executing against core business strategies and less time producing analysis for potential buyers.

Deal Evaluation

  • Helping you evaluate your list of potential merger or acquisition targets based on your growth objectives, providing valuation analysis and deal management solutions to optimize purchase price and transaction terms.

  • Determining your transaction structuring and understanding its accounting implications.

Execution
  • Assessing the benefits and mitigating risks of each target through detailed financial analysis, financial due diligence, and forecasting.

  • Conducting a thorough evaluation of your chosen target to ensure you get the most out of the transaction.

  • Offering best-in-classTransaction Advisory Services, providing Buy-side or Sell-Side Financial Due Diligence to ensure you are well-equipped to close your deal with confidence.
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See Our M&A Transaction Advisory In Action

A private equity team came to us because they lacked the internal resources to support efficient deal execution and integration. Here’s how we helped fill in the gaps.

Read the M&A Case Study

Looking For More Support?

Here are some other related solutions that may be helpful based on the goals you have.

Transaction Advisory
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M&A Advisory Services Designed for Strong Outcomes

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