Transaction Services

Gain a competitive advantage through well-executed transactions.

Protiviti's transaction services helps organizations evaluate transactions and provide a full understanding of the opportunities and risks. Once a transaction is in motion, Protiviti helps companies move forward quickly, reducing business disruption to day-to-day operations, while implementing the changes that allow the expected value to be realized.

Companies around the world are seeking a competitive advantage through transactions, but many fail to deliver on their expected value. This failure is often the result of poor due diligence, inadequate operational preparation and execution, or underestimating the amount of effort involved in the transaction. 

As trusted advisors, Protiviti’s transaction services experts provide insights and evaluations that allow leadership to fully understand and appreciate the opportunities, risks, and expected return. Once the transaction is in motion, we partner with leadership to move forward quickly, reducing business disruption to day-to-day operations, while implementing the changes that allow your transactions to succeed.

Our Approach

Ensure a smooth transaction before it begins

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


Christopher Wright
Chris is a Managing Director in New York, 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 ESG steering committee. He is the firm-wide ...
David Haufler
David leads Protiviti’s Transaction Services practice. As a Managing Director at Protiviti, David is accountable for the firm’s M&A thought leadership, methodology, tools, core alliances, strategic partnerships and our global market strategy. He has over 30 years of ...

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