M&A – Transaction Advisory Services

Not every accounting firm is poised to deliver superior transaction support – experience is the differentiator.

At Templeton our professionals bring a unique perspective – one gained by performance from our roles as public
accountants, and enhanced by unique hands-on, practical experience in industry finance/CFO roles. Our clients have found this combination invaluable as we leverage those capabilities, and provide keen insights into their particular transaction dynamics.

Fundamentally, Templeton professionals help companies, private equity firms and investment banks navigate today’s complex M&A environment. Our integrated, multidisciplinary teams support both buy-side and sell-side transactions, and are poised to be responsive to your accounting, reporting, tax, operational and controls matters. In addition to transaction support, our professionals have deep experience in manufacturing and distribution, technology, retail, and healthcare.

M&A Client Experience

Templeton’s unparalleled combination of client service team providers will ensure that your transaction support
services are met whether they be financial due diligence, tax structure advice and implementation, valuation
services, or operational reviews. Our approach is designed to make certain your needs will be met by an engaged and interested Templeton team dedicated to delivering value-added ideas and solutions to help you optimize the results for your transaction.

What truly sets our firm apart is our experience and commitment to exceptional, responsive service to our clients in an environment where we know and recognize, that time and quality really matter most.

Our M&A support services include:

  • Fund Services
  • Sell-Side Advisory
  • Portfolio Management
  • Post-Acquisition Integration
  • Buy-side Transaction Advisory

Financial & Tax Due Diligence

At Templeton, we believe that a thorough financial performance assessment is necessary to understand the value
proposition and business trends presented in each transaction. Our financial diligence efforts are generally structured to address and challenge the sustainability of operations and earnings as well as the quality of forecasts and accounting treatments. We uncover potential pitfalls, liabilities and risk factors that may potentially impact purchase price.