M&A Advisory

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 diligence to leading the integration efforts.

Whether you are deploying your newest fund, divesting a business unit, contemplating an exit, or testing the waters for your first transaction, Redpath and Company will help you make timely, informed business decisions. You’ll receive comprehensive insights and insightful diligence reports that will be leveraged throughout the transaction process, giving you the flexibility to scale up or down as necessary.


M&A Advisory Services

M&A Corp Dev Icon

Your team of M&A advisors will help you set a foundation of success for growthβ€”from driving a better understanding of the competitive landscape and market dynamics to identifying specific targets and leveraging a specific transaction process throughout integration. 

  • Growth Strategy
  • Acquisition Strategy
  • Corporate Finance
  • M&A Modeling and Valuation
  • Deal and Value Creation Playbook
M&A Diligence Icon

Your team of M&A advisors work with corporate and financial investors on both the buy- and sell-side. They can help mitigate the most difficult risks and concerns by leveraging our expertise.

  • Financial diligence
  • Tax diligence
  • Operations diligence
  • IT diligence
  • Transaction readiness
  • Tax structuring
  • Closing advisory
M&A Post Close Icon

Integration planning is critical to ensure the acquisition strategy and value capture envisioned is fully realized. Integration management and overall integration experience with documented proven processes deliver greater efficiency and help avoid lost opportunities. Your Redpath M&A advisory team partners with the buyer’s organization during a transaction (pre- or post-close) for integration planning, process management, and execution of the transition of the new business into the buyer’s organization. This process starts at closing and Day 1 activities through stabilization and full integration activities.

Adding Value Throughout the M&A Lifecycle

Transaction Advisory Lifecycle C
guide to selling a business

Guide to Buying
a Business




Guide to Selling
a Business




Supply Chain Services
Nardini Fire Equipment-1
Gunnison Tree Services
Precision Production
Worldwide Produce
Envision Company
metropolitan endontics
verde industries

Private Equity

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Our Approach

Every transaction presents unique challenges, risks, and opportunities. Whether you're navigating buy-side, sell-side, refinancing, or another transaction, a collaborative engagement with your advisors can cover all of the angles and ensure a successful outcome. Redpath provides our clients with the information they need to make informed business decisions throughout all stages of the transaction lifecycle.


M&A Advisory Services Team

Joe Hellman, CPA

Partner, M&A Advisory Practice

Kory Boyer, MBA

Director, M&A Advisory Practice

Jeremy Miller, CPA

Senior Manager

Sam BeVier, MBA, CPA

Senior Manager

Neha Paul


James Schock

Senior Associate

Brian Monahan

Senior Associate

Logan Amlung

Senior Associate

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Redpath Insights Blog

How to Prevent M&A Deal Fatigue

Joe Hellman, CPA February 16, 2021

August 11, 2022 - While the quality of assets and the business remain the primary focus in mergers and acquisitions, every deal ga ...READ MORE

Selling a Company: Business Exit Strategy

Kory Boyer, MBA July 22, 2022

For years or decades, you have been running this business. It’s a 24/7 job. Now, as you contemplate a sale, these questions should ...READ MORE

M&A Buyer Types and What To Know When Selling Your Business [PODCAST]

Redpath and Company October 1, 2021

To execute a high-multiple sale for any business, you need the right buyer. Finding that buyer is a challenge in any economy, but ...READ MORE

On-Demand Webcasts

Click the links below to watch Redpath webcasts on-demand.

Middle Market M&A: 2021, 2022, and Beyond