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Transaction Advisory Services

Get more information about our services, submit a request for proposal, or get in touch with a BKD Trusted Advisor™.

BKD Provides Solutions for Transactions & Due Diligence

Whether you’re buying or selling, you want valuable insight before transacting and committing your capital, energy, and reputation.
BKD's dedicated team of trusted advisors has completed due diligence engagements on billions of dollars in transactions across a wide range of industries. That means we can help identify the opportunities and challenges you could encounter in your transaction and provide meaningful insights. Whether you’re a private equity group or a corporation, our due diligence can help you better execute the deal.
Regardless of size or location, we can help you understand a company’s strengths, weaknesses, potential risk areas, and improvement opportunities to assist in your transaction decision. If your transaction crosses national boundaries, BKD has a global reach as part of Praxity, AISBL. Domestically, our expertise shines when it comes to completing transactions in the lower and middle markets.
In addition, our separate investment banking team, operating as BKD Capital Advisors, LLC, have approximately 150 years of combined experience helping company owners plan for and execute their growth and exit strategies.
Our approach is flexible and tailored to your specific needs. Reach out to discover how we can help you with your transaction and due diligence service needs.

Buy-Side Due Diligence

When evaluating an acquisition, you need a team of professionals that understands the complexities of your pending transaction, and the experience that allows a consultative—rather than cookie-cutter—approach. BKD’s buy-side due diligence is flexible and tailored to your specific needs. We will work with you to help determine the appropriate scope of work tailored to your thesis of the company’s value drivers.

Typical areas of focus include:

  • Understanding company background and value drivers 
  • Assessing the quality of earnings and cash flow
  • Analyzing company historical performance
  • Analyzing financial projections 
  • Understanding net working capital 
  • Analyzing balance sheet movements and quality
  • Assessing the internal control environment and accounting policies
  • Understanding tax exposures and identifying structuring preferences

Sell-Side Due Diligence

If you’re selling a business, or even a piece of it, you also need to anticipate the risks and issues that will arise from the buyer’s perspective. Being prepared is the key to capturing the full strategic value of a sale. Our transaction services team can assist you in all phases of a divestiture. We offer insight to help prevent surprises from occurring later in the sales process and present information that’s clear, credible, and accurate.

Our sell-side due diligence services are:

  • Flexible and tailored to your needs
  • Focused on areas commonly addressed in buy-side diligence
  • Complementary to your investment banker and auditors

Other Tax Diligence & Transaction Structuring

When contemplating a transaction, tax considerations should be paramount. BKD’s transaction tax team has experience helping buyers and sellers navigate the potential tax compliance exposures and design a favorable transaction structure.

Typical areas of focus include:

  • Performing federal, state and local, sales and use, and international tax due diligence to assess where successor tax liability risks could apply
  • Reading and analyzing transaction structures and making recommendations on favorable post-closing organizational tax structures
  • Modeling corporate, limited liability company, and partnership deal consequences 

Investment Banking Advisors

The professionals of BKD Capital Advisors, LLC—our investment banking arm—have approximately 150 years of combined experience helping company owners plan for and execute their growth and exit strategies. From managing the sale of a company or negotiating the acquisition of a competitor to raising debt and equity capital to help improve financial and operational flexibility, our M&A investment banking services can help you develop a specific course of action for achieving your desired results.

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Restructuring & Special Situations

We work with you to help develop practical solutions and prepare and implement a plan that coordinates the strategic, operating, and financial elements of recovery, reorganization, and restructuring.

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How can we help you?

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We have 41 offices in 19 states , with BKD Trusted Advisors™ who offer solutions for clients across the country.

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