Boulay Transaction Group

Transaction Advisory—Balancing Risk and Reward

Deals are fast-paced, complex, team-oriented projects. Buyers want to merge or acquire a business based on informed decisions—ensuring fit with strategy, sensible pricing and a successful transition and integration. Sellers are motivated by getting the best possible price and smooth management through transition. No matter what side of the deal you’re on, an experienced transaction advisory team is important to help meet your needs.

Boulay’s transaction advisory team is here to help you evaluate the risks and rewards of the deal so you can move forward with confidence. As a company leader or investor, you may not have the time, expertise and outside perspective that’s required for a successful deal. We act as an extension of your team, providing support and insight at every stage of the transaction to ensure opportunities are leveraged and risks are minimized.

Our transaction advisory professionals offer guidance on both sides of the deal. For buyers, we dig deeper into the target’s financials, operations and strategy to determine whether the acquisition is a suitable fit at the right price that will meet buyer objectives. For sellers, our independent viewpoint provides a clear understanding of the company’s performance, financial outlook and any issues to be resolved—increasing the likelihood of a successful and profitable sale.

Transaction Advisory to Help You Get There

Without the right guidance, keen insight and proper due diligence, you risk a failed deal and the potential loss of value. Applying their deep expertise and years of experience, plus the resources of the entire firm, Boulay’s transaction advisory professionals ensure you have all the information you need for better decision-making.

Our approach is customized for each transaction, offering a full menu of integrated service or an a-la-carte approach based on your needs. Our transaction advisory services include: