Business Advisory

M&A Advisory & Transaction Support

Counsel for the decisions that define the business.

We advise management teams, boards, and sponsors on decisions that shape a company’s future — growth, ownership transition, mergers and acquisitions, and turnaround. As an M&A advisor, Perrin & Co. brings financial and operating analysis to buy-side and sell-side decisions from transaction readiness through post-close planning. When execution requires hands-on leadership, our established team can provide interim executive management.

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Overview

The decisions that define a business deserve seasoned counsel.

Growth, acquisition, ownership transition, and turnaround each carry lasting consequence for value, people, and legacy.

Business Advisory joins strategic judgment with practical execution. We work alongside management and leadership teams on growth, ownership transition, acquisitions, divestitures, and turnaround, weighing the economics, operating realities, and stakeholders behind each decision. Our mergers and acquisitions advisory services support buy-side and sell-side readiness, acquisition evaluation, transaction modeling, financial due diligence, diligence coordination, structure analysis, and post-close integration planning from LOI through close. We review quality-of-earnings, working capital, EBITDA, free cash flow, forecasts, and valuation drivers as appropriate to the transaction analysis, alongside clients’ qualified accounting, tax, legal, and other professionals. When a leadership vacancy, integration, or execution-intensive period calls for more than advice, Perrin & Co. can provide interim executive management.

M&A engagements can draw on Capital Structure & Financing and Finance & Accounting Advisory for acquisition financing, transaction accounting, and financial support; liquidity, restructuring, real estate, operational, and integration perspectives can be added at management's direction.

Trusted by management teams, boards, sponsors, and stakeholders through the decisions that shape the company's future.

When We Help

When Clients Call Us

Management teams, boards, and sponsors engage Perrin & Co. when evaluating an acquisition, preparing for a sale, assessing an unsolicited offer, or planning a divestiture. We also support financial due diligence, transaction economics, acquisition financing alternatives, private-equity transactions, and post-close integration, and provide interim executive management when execution needs hands-on leadership.

Scope of ServicesPerrin & Co. provides advisory support for transaction analysis, decision support, and coordination. We do not act as a broker-dealer or placement agent; where a matter requires investment banking, securities, legal, tax, independent valuation, appraisal, or other regulated services, we coordinate with appropriately qualified external professionals.

An unexpected executive vacancy requiring experienced interim leadership
A leadership transition, turnaround, or integration that needs hands-on executive management
A period of rapid growth or operational instability requiring stronger execution and accountability
A management team, board, or sponsor evaluating an acquisition, sale, ownership transition, portfolio-company initiative, or major investment
Testing the market, financial, and strategic feasibility of a new market, investment, development, or growth initiative before committing capital
Assessing an unsolicited offer, planning a divestiture, or evaluating a strategic alternative
Conducting financial due diligence or modeling transaction economics
Evaluating acquisition financing alternatives or preparing for a private-equity transaction
Planning post-close integration and the next phase of leadership
Navigating underperformance or bringing financial rigor to a pivotal strategic decision

Facing a similar situation? Discuss your priorities with our senior advisory team.

Sectors

Industries Served

Agriculture

Construction

Manufacturing

Distribution

Real Estate

Healthcare

Professional Services

And More

What We Do

Typical Engagements

Strategic Planning & Growth Initiatives

Translating ambition into a financed, sequenced plan with clear milestones and accountability.

Market Analysis & Feasibility Studies

Assessing markets, demand, competition, economics, scenarios, and capital requirements before committing to a new product, geography, acquisition, investment, development, or other consequential initiative.

Mergers & Acquisitions

M&A advisory services for buy-side and sell-side decisions, including acquisition strategy, sale preparation, unsolicited-offer assessment, divestiture analysis, and private-equity transactions. We support transaction readiness, quality-of-earnings review, working-capital, EBITDA, free-cash-flow, forecast, and valuation-driver analysis; financial due diligence and deal-structuring analysis; data-room and funds-flow coordination; LOI-to-close decision support; and post-close planning.

Performance Improvement

Diagnosing margin, working capital, and operational levers, then driving measurable change.

Organizational Design

Aligning structure, roles, and accountability to the strategy and stage of the business.

Succession & Family Business Governance

Preparing ownership and leadership transitions that protect value, legacy, and family alignment.

Business Transformation & Restructuring

Repositioning the operating model, execution priorities, and management response to build a stronger, more durable business.

Interim Executive Management

Hands-on executive leadership during vacancies, transitions, turnarounds, integrations, and execution-intensive periods — stabilizing the organization, advancing priorities, and preparing the permanent leadership structure.

Executive Advisory

Board-level counsel for the strategic and capital questions that reach the top of the house.

How We Work

Our Approach

Understand

We take the time to understand the business, the ownership, and the decision at hand — the objectives, constraints, and what is truly at stake.

Frame

We bring financial rigor and outside perspective to frame the options, quantify the trade-offs, and pressure-test the assumptions.

Decide

We support leadership through the decision itself — modeling scenarios, aligning stakeholders, and building conviction.

Execute

We stay engaged as management moves through an acquisition, transition, or turnaround, providing decision support and coordinating the accounting, financing, legal, tax, and other qualified advisory workstreams needed to translate the decision into results.

What You Receive

Deliverables

Strategic plan with financed, sequenced milestones

Buy-side or sell-side transaction readiness and decision support

Acquisition evaluation, financial diligence, transaction-model review, and structure analysis

Post-close integration planning and financial transition support

Ownership and leadership succession plan

Performance improvement and margin diagnostic

Organizational design and accountability framework

Interim executive leadership mandate and transition plan

Board-level advisory and executive decision support

Related Insights

Perspectives for This Practice Area

Growth & Strategic Decisions

How to Choose an M&A and Transaction Advisory Firm

A practical framework for evaluating M&A and transaction advisors across diligence, modeling, deal readiness, financing, coordination, and integration.

September 21, 2026Read Insight

Growth & Strategic Decisions

Evaluating Expansion Beyond the Revenue Forecast

Market expansion requires more than projected sales. Leadership must also evaluate working capital, operating capacity, financing requirements, execution risk, and long-term returns.

July 14, 2026Read Insight

Tax Strategy

Why Tax Planning Should Be Integrated With Business Strategy

Major decisions involving acquisitions, financing, ownership transitions, expansion, and capital investment should be evaluated with tax implications in mind from the beginning.