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Transaction Advisory Services specialists to projects that need execution, now.

What are Transaction Advisory Services?

Transaction advisory services in finance are specialized advisory services that focus on particular transactions or groups of transactions. These may include major acquisition, divestiture, restructuring or risk management activities. Examples of transaction advice include advice provided in connection with the purchase, sale or restructuring of non-retail businesses (e.g., business acquisitions and divestitures), leveraged buyouts (LBOs), recapitalizations and distressed asset investments. Transaction advisors are typically hired by both sellers and buyers before a transaction is consummated. Once hired, transaction advisors work with both buyers and sellers to facilitate the transaction process.

The administration of an investment institution with respect to financial risk management typically includes the following areas:

  • Transaction Advisory Services
  • Enterprise Risk Management (ERM) Team Structure

Transaction Advisory Services for Big Buyers
A transaction advisor is usually hired by both sellers and buyers during the due diligence process in connection with an acquisition. Assume that a buyer is seeking to acquire a company from its owners. The buyer may hire a transaction advisor to assist in the acquisition process because this advisor is usually independent and does not have a vested interest in whether the acquisition occurs or not. In addition, the transaction advisor may be able to provide other important benefits to the buyer, including assisting it in evaluating potential transactions. This allows the buyer to concentrate on its core competencies while still obtaining all the necessary information it needs about potential acquisitions. The transaction advisor may be able to locate potentially attractive companies that the buyer would not have been able to find on its own.
In a cash tender offer, the target company’s board of directors is typically formed from independent members of management and may include representatives from the financial community. These individuals evaluate a potential acquirer to determine whether it is a suitable buyer. The transaction advisor assists in this process by collecting information about the buyer and advising the target’s board of directors about potential alternatives, which may include recommending an outright rejection of a proposed acquisition.
A transaction advisor usually takes responsibility for collecting information about a potential acquirer in connection with an acquisition or sale, such as reviewing financial statements and issuing reports that analyze this information. In addition, a transaction advisor will typically ascertain information about the buyer’s management team and evaluate its strengths and weaknesses. In the event of a merger, this advisor is usually responsible for collecting information about the target company’s membership on its board of directors. This advisor will also determine whether the target company has any other committees or any other possible sources of conflicts of interest.
A seller should decide before hiring an investment bank to act as its financial advisor if it will hire an independent transaction advisor or not. This type of decision should be made prior to deciding which investment bank to hire for this purpose because the relationship between the target company and its financial advisors can be complex. It is possible for a company to have internal financial, legal and tax departments that perform some of the same functions as a financial advisor. There are instances where a seller chooses not to hire a transaction advisor at all. Doing so may possibly reduce the overall costs of the transaction because independent advisors usually charge higher fees than those who have a vested interest in whether the transaction occurs or not. In addition, hiring an advisor may be unnecessary if your firm already has strong internal resources that can adequately perform these functions.
Information Collection

Why Your Business May Need a Transaction Advisor
There are three primary reasons you might consider hiring a transaction advisor. You may not need any transaction advisor services at all; your company may have internal resources that can effectively perform these functions for you. Even if your company has internal resources, however, there may be good reasons to hire a freelance consultant or expert from Fintalent. Primarily, a transaction adviser is a business advisor. He or she is not a technical expert and does not have to be an expert in any particular area. All that matters is that he or she has the knowledge and expertise to provide you with the services you need.
Two other primary reasons to hire a transaction advisor are as follows:

  • A buyer’s financial advisor may require assistance in identifying potential sellers.
  • A seller’s financial advisor may require assistance in determining if a particular buyer is a suitable acquirer for his company. Note: This article will not focus on advice concerning acquisitions by investment banks for private equity funds, because these transactions are typically incorporated into private equity transactions as part of an overall fund formation process (described briefly below).

A transaction advisory service will assess the risk of a transaction using historical data to determine the likelihood that a particular action will happen from one point in time or from another point in time. They then provide advice on how to mitigate any risks that may arise from the action. A competent transaction advisor from the foregoing is an indispensable part of the growth of businesses. Managers with little capacity can avail themselves of the opportunity presented by Fintalent to hire freelance financial consultants that can handle all areas of their financial advisory needs.

Hire related Fintalents

Hire the best Transaction Advisory Services specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Transaction Advisory Services consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Transaction Advisory Services specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!

Why should you hire Transaction Advisory Services experts with Fintalent?

Trusted Network

Every Fintalent is exclusively invited and vetted.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Selected Clients and Partners

Frequently asked questions

Most frequent questions and answers

What clients usually engage your Transaction Advisory Services Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Transaction Advisory Services talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Transaction Advisory Services professionals, highly specialized within their domains. We have streamlined the process of engaging the best Transaction Advisory Services talent and are able to provide clients with Transaction Advisory Services professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Transaction Advisory Services professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Transaction Advisory Services consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Transaction Advisory Services consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Transaction Advisory Services talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Transaction Advisory Services talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Transaction Advisory Services consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Interested in our invite-only community of tier-1 Transaction Advisory Services experts?

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