Two business leaders meet to discuss a business transaction

Transaction Advisory Services

Baker Tilly’s transaction advisory services team provides straightforward advice to clients on every critical business decision before, during and after a transaction.

Transaction Advisory Services

  1. ConferenceApr 29
    Conference attendees network at an event
  1. William A. Chapman

    William A. Chapman

    CPA, CFA


  2. Paul Daddio

    Paul Daddio

    CFA, ASA


  3. Ken Fleming

    Ken Fleming



  4. Scott Jackson

    Scott L. Jackson



  5. Cary Mailandt

    Cary Mailandt

    Managing Partner

  6. Baker Tilly Professional

    Shelly Paialii


    Partner Emeritus

  7. Gare Torre

    Gabriel Torre

    CPA, M.S.T.


  8. Frank J. Walker

    Frank J. Walker



  9. Thomas Walker, Jr.

    Thomas Walker Jr.

    CPA, J.D.

    Managing Partner, Managing Director

Baker Tilly’s transaction advisory services team focuses on your deal needs. Whether it is a sale, buyout, carve-out or refinancing, our team can support your process every step of the way. Our experience with complex transactions across a variety of industries helps us guide clients to maximize value and minimize risks.

    As a business progresses through different stages in its lifecycle, there are turning points that can significantly increase or decrease shareholder value. Rarely do companies or investors have all the necessary expertise or the capacity to handle transactions such as mergers and acquisitions, significant financings, equity investments, reorganizations, divestitures and liquidity events. Without proper representation, expertise and a clear plan, tremendous value can be lost.

    Transactions are inherently a risky growth strategy. Our professionals have significant experience not only identifying transaction risks, but also validating your investment thesis through analyzing financial performance, identifying synergy opportunities and making determinations about the quality of reported earnings.

    We bring an objective viewpoint to transactions where the deal environment can be inherently passionate and momentum driven.

    Our team has significant hands-on experience in financial operations, transactions, corporate tax and complex valuation matters. We understand the unique issues your business faces, not only as advisors and CPAs, but as former corporate officers and CFOs – we have been on both sides of the table.

    We help see you through the critical stages of a transaction, successfully guiding you to maximize value and minimize risks.

    Baker Tilly has experience with a wide variety of complex transactions and unique situations across many industries, including: