M&A Advisory
Expert Insights For Intelligent Decision-Making
No two deals are alike, and every transaction presents unique challenges, risks, and opportunities. Your team of M&A advisors will guide and support you through every stage of the transaction lifecycle from developing the corporate strategy to performing due diligence to leading integration efforts.
Whether you are deploying your newest fund, divesting a business unit, contemplating an exit, acquiring a platform company, or testing the waters for your first transaction, Redpath and Company will help you make timely, informed business decisions. You will receive comprehensive reports and insights that will be leveraged throughout the transaction process, giving you the power to make intelligent decisions and achieve successful outcomes.
Value Through the Transaction Lifecycle
Strategy
A well-defined strategy is essential for guiding private equity, corporations, and business leaders through the complexities of the M&A process—maximizing value creation, making smart investment decisions, and identifying new growth opportunities. It provides a roadmap for navigating each stage of the transaction lifecycle, from initial due diligence to post-closing integration, while minimizing risks and maximizing returns for your stakeholders.
Growth Strategy (Buy vs. Build)
Exit Planning & Sell-Side Preparation
LOI Support
Quick-Hit/Current State Assessments
Financial Analysis
Transaction Readiness & Preparation
Transaction Management
Diligence & Support
Set a strong foundation for post-close success with meticulous diligence and strategic insights. With a team of transaction experts on your side, you can increase the likelihood of experiencing a successful close, maintain alignment in your M&A strategy, and achieve the goals and outcomes identified in pre-diligence.
Quality of Earnings
Tax Diligence & Structuring
Commercial Diligence
Operational Diligence
I.T. Diligence
Financial Modeling
Closing Advisory
Integration
Achieve seamless integration, accelerated growth, and sustainable value creation with the right post-close integration strategy. From aligning cultures to retaining top talent and realizing synergies, your advisory team drives solutions to maximize your transaction's potential. With clear communication, proactive risk management, and a focus on driving results, your First 100 Days strategy sets the stage for long-term success, enhancing investor confidence and engagement—and ultimately driving maximum organizational performance.
Integration Strategy & Planning
Operating & Organizational Modeling
Synergy & Financial Planning
Integration Management
Are you selling a business or buying a business?
- Buying a Business
- Selling a Business
Buying a Business
Deal strategy must be linked to thorough due diligence to successfully close and realize the full value of your new asset. Our cross-department structure offers private equity and other buyers full transaction support, helping you reduce risk and identify opportunities.
Selling a Business
The stakes are high and you deserve expert support. We can help you tell your strategic story with comprehensive diligence to attract buyers. From succession planning to divesting, we can help you be sell-side ready.
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Joe Hellman, CPA, partner, leads the Transaction Advisory team at Redpath and Company as well as the entire Advisory Services Practice Area. He provides support to clients throughout the transaction life cycle, from evaluating opportunities pre-LOI to post-close net working capital true-ups and synergy assessments on both buy-side and sell-side transactions. Joe has experience assisting buy-side and sell-side transactions across a variety of industries, including manufacturing, healthcare, construction, consumer products, distribution, financial services, technology, and energy. He has provided public accounting services since 2008 and joined Redpath and Company in 2020.
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Kory Boyer is a managing director in the M&A Advisory service area. He partners with companies in numerous industries to assist in areas including inorganic and organic growth strategies, along with the full spectrum of mergers and acquisitions from target identification, due diligence, transaction management, and integration. Kory also helps clients evaluate operations and processes, to help drive improvements through performance improvement and optimization strategies. He completed his undergraduate studies in Mechanical Engineering at the United States Military Academy and earned his M.B.A. in Finance at Gies College of Business at the University of Illinois at Urbana-Champaign. Kory joined Redpath and Company in 2021.
Contact Kory:
Nonye Thompson is a managing director on the M&A Advisory Services team and is responsible for executing buy-side and sell-side due diligence, working capital analyses, carve-outs, industry rollups, financial modeling, and purchase agreement review and drafting.
Nonye supports clients throughout the transaction life cycle and provides fractional FP&A and interim CFO support for public, privately-held, and private equity backed companies. She has significant experience leading small and large teams through complex projects and diverse environments. Prior to joining Redpath in 2024, Nonye gained over two decades of finance and accounting experience during her tenure with a Fortune 500 company, a Big Four public accounting firm, and a national consulting firm.
Nonye has delivered transaction advisory services and applied her corporate finance experience across all six inhabitable continents. Her experience includes working and partnering with management, finance, and accounting teams.
Relevant Experience
- Led and performed financial due diligence on over 200 M&A and debt transactions ranging in value from $4M to over $10B.
- Led working capital review of 14 countries in accordance with sales and purchase agreement, resulting in initial negotiation points worth approximately 15% of working capital balance.
- Led evaluation of a Fortune 500 Company’s divested business and identified issues resulting in recommended purchase price reduction of 50%.
- Reviewed financial models and analyzed historical budgets versus actual results to assess reasonableness of financial models’ assumptions and achievability of current budget results.
- Partnered with several business lines and cross functional teams to develop annual budget and monthly forecasts for a $2B+ business unit within a Fortune 500 Company.
- Collaborated as a Global Working Capital Leader with global cross-functional teams to meet working capital and cash flow stretch targets for a $2B+ business unit within a Fortune 500 Company.
- Guided the development of standardized reporting across eight manufacturing sites and implemented processes to drive accountability and deliverance of financial commitments as regional CFO for a $1B supply chain business.
Mike Traeger, director, leads the Consulting Practice Team at Redpath and Company. He helps organizations make more informed and strategic decisions in the areas of transaction advisory, business transformation, and accounting advisory. Mike has over 20 years of market leadership working with privately held and public companies, private equity firms, and lenders and has advised companies across a variety of industries including healthcare, manufacturing, financial services, technology, construction, and consumer products. He helps clients prepare for change by guiding them during times of high growth, distress, integrations, and separations. Mike has a B.B.A. in Finance from the University of Minnesota-Duluth and joined Redpath in 2021.
Contact Mike:
Jeremy Miller, CPA, is a director and a member of the transaction advisory services team at Redpath. He has supported clients on over 250 due diligence projects in a variety of industries, including healthcare, manufacturing and distribution, construction, life sciences, and consumer and industrial products. Jeremy helps identify key industry and deal risks through quality of earnings and revenue, net working capital, and debt and debt-like analyses for private equity and corporate clients. He has provided public accounting services since 2012 and joined Redpath in 2020.
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