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Servicios Transaccionales

Gain a competitive advantage through well-executed transactions.

Los Servicios Transaccionales de Protiviti, ayudan a las organizaciones a evaluar las transacciones y a proporcionar una comprensión completa de las oportunidades y los riesgos. Una vez que la transacción está en marcha, Protiviti ayuda a las empresas a avanzar rápidamente, reduciendo la interrupción del negocio en las operaciones diarias, al tiempo que implementa los cambios que permiten obtener el valor esperado.

Las empresas de todo el mundo buscan una ventaja competitiva a través de las transacciones, pero muchas no consiguen el valor esperado. Este fracaso suele ser el resultado de una mala diligencia, de una preparación y ejecución operativa inadecuada o de subestimar la cantidad de esfuerzo que supone la transacción.  

Como asesores de confianza, los expertos en Servicios Transaccionales de Protiviti proporcionan conocimientos y evaluaciones que permiten a los dirigentes comprender y apreciar plenamente las oportunidades, los riesgos y el rendimiento esperado. Una vez que la transacción está en marcha, nos asociamos con la alta dirección para avanzar rápidamente, reduciendo la interrupción del negocio en las operaciones diarias, al tiempo que implementamos los cambios que permiten que sus transacciones tengan éxito.

Survey

September 8, 2025
5 min read

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.
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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, 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

M&A Playbook

View our M&A Playbook, your guide to Mergers, Acquisitions and Divestitures!
Learn more

Featured insights and client stories

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...

BLOG

Prepare to Function as a Public Company Before the IPO

6 min read
The big picture: The U.S. initial public offering (IPO) market may be regaining its footing. Current market conditions mean companies considering an IPO have ample time for infrastructure buildout – arguably the most important phase of the IPO...

RESEARCH GUIDE

Sustainability: Frequently Asked Questions

86 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....

CLIENT STORY

Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation

6 min read
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). The company was experiencing massive...

PODCAST

Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More – with Stephen Alicanti, Kristy Balsanek, Charles Soranno and Andrea Vardaro Thomas

23 min read
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....
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