Transaction Services Gain a competitive advantage through well-executed transactions. Protiviti’s transaction services help organizations evaluate deals with a clear understanding of the opportunities and risks involved. Once a transaction is in motion, we work closely with leadership to move quickly, reduce business disruption and ensure the changes needed for expected value can be realized.Many companies pursue transactions to gain a competitive edge, yet fail to achieve the outcomes they anticipated. This often results from insufficient due diligence, limited operational preparation or underestimating the complexity of the effort required.We are experts in transaction services, providing the insights, evaluations and hands-on support that help organizations fully understand potential value, mitigate risks and execute with confidence. As trusted advisors, we guide leadership through each phase of the deal, enabling faster progress, smoother integration and greater long-term success. What's Trending Now 2025 Global Finance Trends Survey Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance. Read more Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation Protiviti assists award-winning risk management firm facing challenges while launching an IPO. Read more Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting. Read more Our Transaction Services Pro Briefcase IPO Readiness Preparing to become a public company is time-consuming and complex. Once public, companies need to meet a new set of requirements and expectations. We assist management with all stages of an initial public offering (IPO) including SPAC & de-SPAC transactions. Pro Building office M&A Consulting The M&A process is one of the most challenging endeavors a company can undertake. Protiviti’s M&A consulting solution provides the guidance and expertise needed to navigate every step of the process. Pro Document Consent Private Equity Protiviti’s team of private equity consulting professionals provides valuable assistance and guidance to private equity firms and their portfolio companies worldwide as they seek to reinforce, rationalize and/or adapt internal investment and financial operations. Ensure a smooth transaction before it begins Our Approach Protiviti’s Transaction Services experts help clients during every part of the transaction. We are here to ensure your transaction goes smoothly before it even begins.Strategy: Our transaction services team can partner with your leadership in several capacities from developing your long-term corporate strategy, developing scenario-based strategies for uncertain environments to developing strategic options for growth or cost rationalization.Integration: We assist management in all aspects of acquisition integration from financial planning, to IT assessment, to business improvement opportunity assessment.Due Diligence: Our team helps clients in determining the effectiveness of processes, infrastructure, systems and financial reporting as well as identifying areas of future capital requirements.Divestitures: Our transaction services consulting experts help our clients at varying stages in the process from standing up the separation management office, structuring of TSA's, deal structure and negotiation to total transaction execution. Ensure a smooth transaction before it begins Featured insights and client stories PODCAST Responding to Tariffs: Achieving Financial and Operational Agility in a Volatile Regulatory Environment – with Kerry Buchar and Lucas Manganaro 2 min read Tariffs are dominating agendas and discussions in boardrooms, C suites and more as organizations try to figure out their impact on their products, services, supply chains, customer relationships and much more. In this episode, Protiviti managing... VISION Morgan Stanley's Rachel Wilson talks cyber strategies in new AI-enabled threat landscape 1 min read "If five years ago the vast majority of malicious traffic on the internet was nation-states, now 70% of the malicious traffic we see is actually financially motivated and criminal in nature." "A little bit of ChatGPT, a little bit of Gemini,... RESEARCH GUIDE Guide to Public Company Transformation: Frequently Asked Questions 110 min read Initial public offerings (IPOs) often generate a great deal of excitement and can give new luster to company brands. It is easy to forget that IPOs can only thrive in the right business climate – and for organizations that have undertaken the... SURVEY Bridging the GENERATIONAL AI GAP: Unlocking productivity for all generations 6 min read Download Protiviti and LSE’s Generations Survey 2025 to explore how AI, Gen AI, and diverse teams are redefining productivity and leadership. RESEARCH GUIDE Sustainability: Frequently Asked Questions 88 min read The subject of sustainability continues to evolve and present challenges and opportunities for businesses. Protiviti has created a guide of frequently asked questions to provide helpful insight to help businesses navigate sustainability matters.... Previous Article Pagination Next Article Leadership Christopher Wright Christopher Wright, Global CFO Solutions and Business Performance Improvement Leader, leads Protiviti’s global Finance Transformation and Transaction Services solutions, oversees Protiviti’s Supply Chain, Operations, People and Change practices, and serves on our global ... Learn More Rob Gould Rob is a Managing Director in the Business Performance Improvement Solution in Protiviti’s Metro New York Region. Rob leads Protiviti’s Global Private Equity Practice and has been providing professional consulting services to corporate clients and their owners for more ... Learn More Frequently Asked Questions + EXPAND ALL What are transaction services, and how can they help my organization? + Transaction services help organizations evaluate and execute transactions by providing clarity on risks, opportunities and expected value. These services support decision-making throughout the deal lifecycle so companies can move quickly, reduce disruption and achieve stronger outcomes. What does transaction services do in a deal process? + Transaction services assess the financial, operational and strategic elements of a deal, helping organizations validate assumptions, identify risks and prepare for integration or separation. This guidance enables leadership to act confidently and deliver the value expected from the transaction. How does Protiviti support organizations through mergers, acquisitions and other transactional events? + Protiviti’s transaction services experts guide clients through due diligence, scenario planning, integration readiness and post-transaction execution. We help organizations anticipate challenges, streamline processes and navigate each phase of the deal with greater accuracy and confidence. Can Protiviti assist with IPO readiness and preparing for public company requirements? + Yes, Protiviti provides comprehensive IPO readiness support as part of our transaction services. We help organizations meet regulatory expectations, prepare operations and develop the processes required for ongoing reporting and compliance, including SPAC and de-SPAC transactions. Why choose Protiviti for transaction services? + Protiviti brings deep expertise across M&A consulting, IPO readiness, private equity support, due diligence and integration planning. Our transaction services team partners closely with leadership to minimize disruption, strengthen decision-making and accelerate the realization of long-term value.
