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Deals and Transactions Advisory Services

Embark’s deal advisory team delivers end-to-end transaction support — from valuation and due diligence to integration and post-close execution — so you can move forward with clarity, minimize risk, and maximize value at every stage of the deal lifecycle.

What you need to navigate complex valuation and transaction needs with confidence.

Pain points solved

  • Uncertainty around your company’s true value before, during, or after a transaction
  • Limited visibility into financial risks, quality of earnings, or working capital adjustments
  • Inadequate preparation for complex business combinations or purchase price allocations
  • Difficulty navigating carve-outs, divestitures, or post-merger integrations
  • Pressure to meet aggressive deal timelines with limited internal bandwidth
  • Inconsistent or incomplete due diligence across finance, tax, and IT
  • Exposure to audit scrutiny or valuation challenges post-close
  • Misalignment between deal strategy and operational execution

Sub-services

  • Business Combinations / Purchase Price Allocation
  • Private Equity Portfolio Valuation
  • Fair Value Measurements
  • Goodwill & Long-Lived Asset Impairment
  • Tax Valuation
  • Transaction Advisory
  • Financial Due Diligence (Buy-Side / Sell-Side)
  • Quality of Earnings
  • Divestitures and Carveout Readiness
  • Post-M&A Integration
  • Tax Advisory
  • Data Analytics
  • IT Due Diligence
  • Due Diligence Services
  • Pre-Transaction Diligence
  • Acquisition Execution
  • Post-Transaction Support

Value Delivered

  • Clarity and confidence in valuation with defensible, audit-ready analyses
  • Reduced transaction risk through thorough financial, tax, and IT diligence
  • Faster, smoother deal execution supported by experienced, hands-on advisors
  • Stronger negotiation leverage with data-backed insights into earnings and performance drivers
  • Seamless post-transaction integration that protects deal value and accelerates synergies
  • Improved decision-making through clear, actionable financial insights
  • Enhanced credibility with investors and auditors through rigorous, transparent reporting
  • Maximized enterprise value across the full deal lifecycle

Trusted by leading companies

gamestop
slb
hellofresh
aimbridge-2
omni
tgi-fridays
neiman-marcus
daseke

Your partner for resilient growth

Big 4–caliber expertise without Big 4 rigidity
Our team of seasoned professionals and industry veterans delivers technical excellence with the agility, responsiveness, and hands-on partnership clients expect.
Integrated valuation and due diligence under one roof

We align financial due diligence, quality of earnings, valuation, tax, and IT diligence to provide a unified, cohesive view of risk and opportunity.

Operators who understand real-world execution

Beyond transaction theory, we bring practical experience working alongside CFOs and finance teams to ensure recommendations are actionable and execution-ready.

End-to-end lifecycle support

From pre-transaction strategy through post-merger integration and purchase accounting, we stay engaged to protect value long after the deal closes.

Data-driven insights that strengthen negotiations

Our rigorous financial analysis provides clarity around earnings quality, working capital, and valuation assumptions — helping you negotiate from a position of strength.

Responsive, partner-first approach

We embed seamlessly with your team, maintain consistent communication, and adapt quickly to evolving deal dynamics and timelines.

 

Audit-ready, defensible analyses

Our work stands up to scrutiny from auditors, boards, and investors — reducing post-close surprises and compliance risk.

Meet our deal advisory experts

Drew Solomon

Deal Advisory Practice Line Leader

Will Carroll

Deals, Principal

John Erickson

Deals, Senior Managing Director

David Harner

Deals, Principal

Mercedes Fennelly

Deals, Senior Managing Director

Ryan Lewis

Deals, Managing Director

Client satisfaction that speaks for itself

Our client satisfaction scores are more than 70% higher than the industry average — here’s why:

Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.
Jim Buckley, Madrigal Pharmaceuticals, Inc.
Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.
Carter Bailey, Alliance Residential Company, LLC.
Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.
Gerald Mwangi, Century Mechanical Holdings
We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.
Kyle Kirk, RK Supply
Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.
Madison Trevino, Presidio Petroleum
Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!
Yvette Yanzalone, Plastics Management LLC
The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.
Amanda Heavner, INSURICA
From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!
OJ Vallejo, Mitratech Holdings, Inc.

Get the insights business leaders rely on

From guides and checklists to podcasts, our resources help you prepare
for audits, optimize cash flow, and prepare for IPOs with confidence.

BlogImagesWorking-09-2

Goodwill Impairment Testing Guide, Examples, & Accounting Tips

Download our guide arrow-up-right-sky
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Pre-Merger Planning

Download our guide arrow-up-right-24-green
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NetSuite for
SaaS Companies

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M&A Guide: Key Steps for a Seamless Financial Integration

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Frequently Asked Questions

Tell us what you need help with

All Embark solutions begin with a conversation. Fill out this form and one of our advisors will follow up with a call. We can then better understand your needs and craft the right solution for your organization.

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Every Embark solution starts with a conversation. An experienced consultant is ready to text. Really.