Transaction Advisory

Whether you’re an investor, buyer or lender, every deal presents unique opportunities, risks and challenges. Since each transaction comes with its own unique set of circumstances, you require more than just technical due diligence expertise.  It takes a customized and collaborative approach and a deep understanding of you, your objectives and your industry sector to help you achieve your goals.

If you require buy side, sell side or lender diligence, working capital assistance, business valuation, IT and operations diligence, or post-merger integration and optimization, our professionals provide you with the facts and advice needed to make decisions that drive deal success.  Our transaction team collaborates with consulting, audit and tax teams to uncover business value drivers and deal issues – helping you identify risks and opportunities to enhance value and return on investment. We work with you to understand your deal and your goals and then leverage our experience to help maximize the value of your transaction, control its risks and drive your future success.

When it comes to transactions, time is of the essence.  You know it, we live it.  On every engagement, we provide you with a single point of contact dedicated to putting your team in place and keeping your deal on track.  


Don’t acquire the threat: cyber due diligence for private equity

Considering the frequent occurrence of cybersecurity incidents, how can private equity firms confidently invest their capital?


Cutting through the complexity of IP valuation

Difficulties in the valuation of intellectual property include estimation of potential market and market share among other factors.

  • Peter Neelands, Paul Mandel
  • |
  • March 10, 2017


Private equity - Seeking opportunity in a scarce environment

Private firms often have to expand their scope, strategy and/or risk profile in order to meet the return expectations of their investors.


Keys to finance deals between Indian & Canadian companies

International companies can access Canadian finance through factoring, and maintaining flexibility is key throughout these transactions.

  • Bryan A. Tannenbaum
  • |
  • June 27, 2016


In selling your business, focus on what buyers value most

To maximize value when selling a business, focus on showing healthy growth, which attracts buyers and pushes up valuations.


NAFTA modernization: Middle market considerations

NAFTA continues to represent a major opportunity for middle market companies – even though renegotiation and modernization is underway.

  • June 01, 2017


Before completing an international acquisition, consider these 5 items

A proactively planned approach for international expansion allows companies to make calculated business decisions.

  • September 01, 2017
Vince Simonelli


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Related Resources



In-Person Events

We proudly sponsor and participate in events that provide innovative ideas and opportunities for you to improve and grow your business.


Business Transitions Forum 2019

RSM is sponsoring the 2019 Business Transitions Forum this year where RSM’s Maria Severino, national tax leader will be a panelist.

  • May 28, 2019


DealSource North

RSM is proud to be sponsoring ACG Toronto’s DealSource North this year taking place on May 30 at the Arcadian Loft.

  • May 30, 2019


Federation of Canadian Municipalities: Annual Conference & Trade Show

RSM will be exhibiting at this year’s Federal of Canadian Municipalities 2019 Annual Conference and Trade show from May 30 – June 2.

  • May 30, 2019


Law Society of Ontario Financial Accounting for Litigators

RSM’s Paul Mandel, partner, litigation and valuation services, will be a panelist at LSO’s Financial Accounting for Litigators event.

  • May 30, 2019