Transaction Services Respond with confidence to deliver value Protiviti’s transaction services help 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 trusted advisors, we guide As a trusted transaction advisory firm in Switzerland, Protiviti guides leadership through every phase of the deal—enabling faster progress, smoother integration and stronger long term success. High-value data, high-stakes decisions: CFOs drive growth and risk strategies Explore Protiviti’s Top Risks Report 2026 for finance executives to understand emerging challenges in AI, data security and global market volatility. Read more 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 Our transaction consulting services include 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 endeavor 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, rationalise and/or adapt internal investment and financial operations. Our approach to transaction services Protiviti’s transaction advisory 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 consulting solutions 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. Identify areas of future capital requirements 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. Identify areas of future capital requirements Our experts help our clients at varying stages Divestitures Our transaction consulting services 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. Leadership Jonathan Wyatt Jonathan Wyatt is a Managing Director in London and is responsible for our operations in Europe. Jonathan and has almost 30 years’ experience in Technology & Business consulting, helping organisation transform, embrace the latest technologies, whilst managing the ... Learn More Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). 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For a private equity firm assessing the value of a portfolio company or any enterprise, due diligence must include — and even hinges on — the prospect’s... Previous Article Pagination Next Article Frequently Asked Questions What are transaction services, and how can they help my organisation? + 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? + Transaction services assess the financial, operational and strategic elements of a deal, 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 Switzerland 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 Swiss 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? + Yes, Protiviti provides comprehensive IPO readiness support as part of our transaction services. We help organisations meet regulatory expectations in Switzerland, 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 in Switzerland partners closely with leadership to minimise disruption, strengthen decision-making and accelerate the realisation of long-term value.
