Transaction Advisory Services

  1. William A. Chapman

    William A. Chapman

    CPA, CFA

    Principal

  2. Frank J. Walker

    Frank J. Walker

    CPA, CFF, CVA

    Principal

  3. Ken Fleming

    Ken Fleming

    Principal

  4. Justin Turner

    Justin Turner

    Principal

  5. Jason Winterburn

    Jason Winterburn

    CPA

    Principal

  6. Christopher Lingner

    Christopher Lingner

    CPA, CFA

    Principal

  7. Damon Houterman

    Damon Houterman

    CPA

    Principal

  8. Cary Mailandt

    Cary Mailandt

    Managing Principal

  9. Brian Nichols

    Brian Nichols

    CISSP, CIPP/US

    Principal

  10. David Gette

    David Gette

    CPA

    Principal

  11. Brian Corrigan

    Brian Corrigan

    J.D., LL.M.

    Principal

  12. Thomas Walker, Jr.

    Thomas Walker Jr.

    CPA, J.D.

    Managing Principal

  13. Paul Daddio

    Paul Daddio

    CFA, ASA

    Director

  14. Scott Jackson

    Scott L. Jackson

    CPA

    Director

  15. Baker Tilly Professional

    Shelly Paialii

    CPA

    Principal Emeritus

  16. Gare Torre

    Gabriel Torre

    CPA, M.S.T.

    Managing Principal

Baker Tilly’s transaction advisory services team focuses on your deal needs. Whether it is a sale, buyout, carve-out or refinancing, our team can support your process every step of the way. Our experience with complex transactions across a variety of industries helps us guide clients to maximize value and minimize risks.

    As a business progresses through different stages in its lifecycle, there are turning points that can significantly increase or decrease shareholder value. Rarely do companies or investors have all the necessary expertise or the capacity to handle transactions such as mergers and acquisitions, significant financings, equity investments, reorganizations, divestitures and liquidity events. Without proper representation, expertise and a clear plan, tremendous value can be lost.

    Transactions are inherently a risky growth strategy. Our professionals have significant experience not only identifying transaction risks, but also validating your investment thesis through analyzing financial performance, identifying synergy opportunities and making determinations about the quality of reported earnings.

    We bring an objective viewpoint to transactions where the deal environment can be inherently passionate and momentum driven.

    Our team has significant hands-on experience in financial operations, transactions, corporate tax and complex valuation matters. We understand the unique issues your business faces, not only as advisors and CPAs, but as former corporate officers and CFOs – we have been on both sides of the table.

    We help see you through the critical stages of a transaction, successfully guiding you to maximize value and minimize risks.

    Baker Tilly has experience with a wide variety of complex transactions and unique situations across many industries, including: