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Transaction Services

Gain a competitive advantage through well-executed transactions.

Protiviti offers transaction services in Australia

Protiviti’s transaction services help Australian organisations evaluate deals with a clear understanding of the opportunities, risks and required responses involved. Once a transaction is in motion, we work closely with leadership to move quickly, reduce business disruption and ensure the expected value can be realised.

Many companies pursue transactions to gain a competitive edge, yet fail to achieve the outcomes they anticipated. This often results from insufficient transaction due diligence, limited operational preparation or underestimating the complexity of the effort and not being prepared to respond effectively when issues arise.

We are experts in transaction services, providing the insights, evaluations and hands‑on support that help organisations fully understand potential value, mitigate risks and respond with agility at each step. As a trusted transaction advisory firm in Australia, Protiviti guides leadership through every phase of the deal—enabling faster progress, smoother integration and stronger long‑term success.

Protiviti offers transaction services in Australia
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Our transaction services

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.

 

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.

 

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, rationalise and/or adapt internal investment and financial operations.

 

Transaction advisory services across the deal lifecycle

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.

Develop your long-term corporate strategy

Strategy

Our transaction advisory 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 rationalisation.

Develop your long-term corporate strategy
We assist management in all aspects of acquisition integration

Integration

We assist management in all aspects of acquisition integration from financial planning, to IT assessment, to business improvement opportunity assessment to support post-merger integration and value realisation.

Identify areas of future capital requirements

Due diligence

Our transaction due diligence team helps clients in determining the effectiveness of processes, infrastructure, systems, financial due diligence and operational assessments and financial reporting as well as identifying areas of future capital requirements.

Identify areas of future capital requirements
Our experts help our clients at varying stages

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, supporting carve-outs, separation planning, and deal execution.

Leadership

Matthew Pirera
Matt is a managing director in Protiviti Australia’s risk and compliance team and is responsible for leading the delivery of best practice solutions across Protiviti’s key clients. Matt is the national financial services industry lead, also leading the Protiviti ...
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Mark Burgess
Mark is a managing director and Protiviti Australia's risk and compliance solution lead. With over 17 years of risk and regulatory compliance experience in the financial services industry, he has a proven track record delivering deep insights for his clients.Mark has ...
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Ruby Chen
Ruby is a risk and compliance advisor with over 15 years’ experience delivering transformational change across the financial services, government and technology sectors. She has led programs across all three lines of defence, covering the design, development and ...
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Frequently Asked Questions

What are transaction services, and how can they help my organisation?

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Transaction services help organisations 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?

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Transaction services assess the financial, operational and strategic elements of a deal, including financial due diligence and transaction diligence, helping organisations 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 organisations in Australia through mergers, acquisitions and other transactional events?

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Protiviti’s transaction services experts guide clients through due diligence, deal advisory, transation lifecycle, scenario planning, integration readiness and post-transaction execution. We help Australian organisations 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?

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Yes, Protiviti provides comprehensive IPO readiness support as part of our transaction services. We help organisations meet regulatory expectations in Australia, prepare operations and develop the processes required for ongoing reporting and compliance, including SPAC and de-SPAC transactions.

Why choose Protiviti for transaction services?

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Protiviti brings deep expertise across M&A consulting, IPO readiness, private equity support, due diligence and integration planning. Our transaction services team in Australia partners closely with leadership to minimise disruption, strengthen decision-making and accelerate the realisation of long-term value.

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