Transaction Services Gain a competitive advantage through well-executed transactions. Protiviti's transaction services helps organisations evaluate transactions and provide a full understanding of the opportunities and risks. Once a transaction is in motion, Protiviti helps companies move forward quickly, reducing business disruption to day-to-day operations, while implementing the changes that allow the expected value to be realised.Companies around the world are seeking a competitive advantage through transactions, but many fail to deliver on their expected value. This failure is often the result of poor transaction due diligence, inadequate operational preparation and execution, or underestimating the amount of effort involved in the transaction. As trusted advisors, Protiviti’s transaction advisory services experts provide insights and evaluations that allow leadership to fully understand and appreciate the opportunities, risks, and expected return. Once the transaction is in motion, we partner with leadership to move forward quickly, reducing business disruption to day-to-day operations, while implementing the changes that allow your transactions to succeed. Our transaction services Pro Briefcase IPO readiness Preparing to become a public company is time-consuming and complex. Once public, companies need to meet a new set of requirements and expectations. We assist management with all stages of an initial public offering (IPO) including SPAC & de-SPAC transactions. Pro Building office M&A consulting The M&A process is one of the most challenging endeavors a company can undertake. Protiviti’s M&A consulting solution provides the guidance and expertise needed to navigate every step of the process. Pro Document Consent Private equity Protiviti’s team of private equity consulting professionals provides valuable assistance and guidance to private equity firms and their portfolio companies worldwide as they seek to reinforce, rationalise and/or adapt internal investment and financial operations. Our approach Protiviti’s transaction services experts help clients during every part of the transaction. We are here to ensure your transaction goes smoothly before it even begins. Develop your long-term corporate strategy Strategy Our transaction advisory services team can partner with your leadership in several capacities from developing your long-term corporate strategy, developing scenario-based strategies for uncertain environments to developing strategic options for growth or cost rationalisation. Develop your long-term corporate strategy We assist management in all aspects of acquisition integration Integration We assist management in all aspects of acquisition integration from financial planning, to IT assessment, to business improvement opportunity assessment. Identify areas of future capital requirements Due diligence Our transaction due diligence team helps clients in determining the effectiveness of processes, infrastructure, systems and financial reporting as well as identifying areas of future capital requirements. Identify areas of future capital requirements Our experts help our clients at varying stages Divestitures Our transaction services consulting experts help our clients at varying stages in the process from standing up the separation management office, structuring of TSA's, deal structure and negotiation to total transaction execution. Leadership Elaine Cheung Elaine has over 15 years of experience in consulting and advisory, covering topics such as regulatory compliance, risk management, KYC/AML, internal audit, and business and digital transformation. In recent years, Elaine has expanded her professional career to include ... Learn More Jeffrey Hau Jeffrey leads Protiviti Hong Kong's risk and compliance and internal audit practices with more than 20 years of experience in regulatory compliance consulting and auditing. As the leader of the financial services practice, his specific areas of focus include advising ... Learn More Featured insights PODCAST Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More – with Stephen Alicanti, Kristy Balsanek, Charles Soranno and Andrea Vardaro Thomas In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.... NEWSLETTER Sharpening the Board’s Focus on M&A Due Diligence Whether an acquisition is a stand-alone, complementary entity or an integration, the due diligence process is undergoing a paradigm shift due to the higher cost of funding and the impact of failed transactions. Boards should expect a more aggressive... RESEARCH GUIDE Sustainability: Frequently Asked Questions The subject of sustainability continues to evolve and present challenges and opportunities for businesses. Protiviti has created a guide of frequently asked questions to provide helpful insight to help businesses navigate sustainability matters.... WHITEPAPER Guide to Public Company Transformation - Frequently Asked Questions, Fourth Edition Initial public offerings (IPOs) often generate a great deal of excitement and can give new luster to company brands. It is easy to forget that IPOs can only thrive in the right business climate - and for organisations that have undertaken the... Button Button M&A Playbook View our M&A Playbook, your guide to Mergers, Acquisitions and Divestitures! Read more Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). Read more
