Transaction Advisory Services

Financial Advisory
for Every Type of Transaction

M&A, IPO, SPAC, and Restructuring

We provide financial advisory across every major transaction type -- from buy-side and sell-side M&A to going-public transactions, recapitalizations, and divestitures.

Financial Due Diligence and Quality of Earnings

Independent analysis of financial performance, deal risks, and working capital issues that affect transaction value -- built for sophisticated buyers, sellers, and investors.

Accounting and Reporting Through Close

We manage the accounting workstreams through transaction close -- purchase price allocation, opening balance sheet, and first post-transaction financial statements.

Talk to Our Team
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100+

Successful transactions completed

20+

Years of experience

$5 - 50m

Average size of transaction

$20-200m

Average market cap of clients across tech, manufacturing & services

Transaction Advisory Services Across the Full Deal Lifecycle

What makes us different?

Transactions are among the most financially complex events a company will face. Whether you are acquiring a business, preparing for a sale, going public, or restructuring your capital, the financial and accounting demands are significant — and the consequences of getting them wrong affect deal value, financial reporting accuracy, and regulatory compliance for years after the transaction closes.

Corviniti provides transaction advisory services across the full deal lifecycle — from pre-transaction financial preparation and due diligence through accounting execution and post-close integration. We work alongside management teams, investment bankers, and legal counsel on the financial workstreams that transactions consistently generate, bringing the technical depth and execution focus that complex transactions require.

Our team has Big 4 transaction advisory experience across M&A, capital markets, and restructuring transactions. We understand the accounting issues each transaction type generates, the pace at which deals move, and what it takes to deliver accurate, well-documented work under deal pressure.

We help with:
  • Buy-Side Financial Due Diligence: Analyze target company financials, assess earnings quality, evaluate working capital, and identify financial risks that affect deal value.
  • Sell-Side Financial Preparation: Organize financial results, prepare sell-side quality of earnings, build the data room, and anticipate buyer questions before going to market.
  • Quality of Earnings Analysis: Provide independent analysis of adjusted EBITDA — identifying non-recurring items, management add-backs, and normalization adjustments.
  • Purchase Price Allocation: Identify and fair-value acquired assets and liabilities under ASC 805, including intangible assets, and prepare the opening balance sheet.
  • Business Combinations Accounting: Manage the full acquisition accounting process — consideration measurement, PPA, contingent consideration, and first consolidated financial statements.
  • Capital Markets Transaction Support: Provide financial reporting and accounting support for IPOs, SPAC mergers, direct listings, and SEC registration statements.
  • Divestiture and Carve-Out Support: Prepare carve-out financial statements, manage discontinued operations accounting, and support the financial aspects of a business separation.
  • Post-Close Integration Accounting: Support financial integration — chart of accounts alignment, intercompany eliminations, system migration accounting, and combined entity reporting.
  • Transaction Accounting Technical Memos: Prepare technical documentation for the accounting judgments that transactions generate — accounting acquirer analysis, consideration classification, and others.
  • Restructuring Accounting: Advise on the financial reporting implications of restructurings, including debt modifications, troubled debt restructuring, and fresh-start accounting.

Why Choose Us?

Big 4 expertise,
boutique agility

Corviniti provides transaction advisory services with Big 4 depth and the responsiveness of a dedicated boutique. We bring senior-level attention to every transaction engagement and stay involved until the accounting is complete and the financial statements are right.

Get In Touch

Startups and US Capital Markets are our focus

From growth-stage companies completing their first acquisition to established businesses managing complex capital markets transactions, Corviniti provides the financial advisory support that transactions require.

  • Buy-Side and Sell-Side Engagements
  • Built for Capital Markets (including IPO and SPAC transactions)
  • Boutique Attention
  • Big Four Experience
  • Transaction Deadline Oriented

Contact Us To
Learn More

Call: (347) 472-1115
Email: info@corviniti.com

Tell us about your transaction — type, timeline, and where you need support. We will respond within 24 hours.

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Frequently Asked Questions

We support the full range of transactions — M&A acquisitions and divestitures, going-public transactions (IPO, SPAC, direct listing), private equity buy-side and sell-side engagements, recapitalizations, joint ventures, and restructurings. For each type, we provide the financial due diligence, accounting advisory, and reporting support that the transaction requires.

We work alongside investment bankers, legal counsel, and management on the financial and accounting workstreams within a transaction. Investment bankers manage the process and valuation; attorneys handle legal documentation; we manage the financial diligence, accounting analysis, and reporting. We coordinate directly with each party and take ownership of the financial workstreams so they do not fall through the gaps.

Yes. Many of our engagements span the full transaction — from pre-close due diligence through purchase price allocation and post-close integration accounting. Continuity across the transaction is valuable because the team that conducted the due diligence understands the business and its accounting issues, which makes the post-close accounting faster and more accurate.

Investment banking focuses on deal origination, valuation, and transaction execution — finding buyers or sellers, advising on price, and managing the process. Transaction advisory, as we provide it, focuses on the financial and accounting analysis that supports deal decisions and the accounting that follows the close. The two are complementary — most transactions need both.

We use encrypted data rooms and secure communication channels for all client engagements. Access to financial data, strategic plans, and pre-transaction materials is limited to the specific professionals assigned to your account. We operate under NDA and understand the sensitivity of pre-announcement transaction information.

Yes. We regularly work with foreign private issuers and companies with cross-border structures, including IFRS reporting, US GAAP reconciliations, and multi-entity consolidations for companies with domestic and international subsidiaries.

In most cases, we can begin within a few days of finalizing our agreement. Our onboarding process is straightforward — a brief discovery session, a clear statement of work, and secure access setup. We do not have lengthy intake procedures that delay the start of actual work.