Transaction Advisory Solutions

M&A Support

Close with confidence with CFOs by your side.

As investors, business owners, and executives, you’re navigating transactions that can define your company’s future. At Turning Point, we bring the insight of CFOs who think like operators, because understanding how your business truly functions is the key to protecting long-term value. With deep middle market M&A expertise, our team helps uncover hidden value, optimize deal structures, and proactively mitigate risk.

You deserve more than a checklist.

That’s why we go beyond traditional due diligence. Our tailored support combines strategic insight with advanced financial modeling to ensure accuracy, efficiency, and maximum deal value at every stage. With decades of experience across manufacturing and distribution, construction, food processing, and technology, we equip you to move forward with confidence.

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Buy-Side Advisory: Smarter Investments with CFO-Led Financial Analysis

For private equity firms, corporate acquirers, and strategic investors, we apply rigorous financial analysis and data-driven insights to assess the quality of earnings, working capital, and overall deal risks.

  • Buy-Side Quality of Earnings (QOE) Analysis

  • Operational Performance & Industry Benchmarking

  • Working Capital & Cash Flow Analysis

  • Purchase Agreement Review

  • Review of Significant Accounting Policies

  • Post-Closing Financial Integration & Compliance

Sell-Side Advisory: Maximizing Business Valuation & Market Position

For business owners and investment banks, we provide financial reporting and due diligence support to maximize valuation and streamline the sale process.

  • Sell-Side Quality of Earnings (QOE) Analysis

  • Operational Performance & Industry Benchmarking

  • Financial Statement Optimization

  • EBITDA Adjustments & Normalization

  • Risk & Exposure Analysis

  • Post-Closing Financial Support

What Sets Us Apart

Industry-Specific Expertise

We bring deep operational and financial insight to every transaction because we understand the nuances of your industry, whether it’s manufacturing and distribution, construction, food processing, or technology.

Analytical Precision & Financial Modeling

You’ll get a clear, strategic view of business performance and valuation every time.

Senior-Level Leadership

Every engagement is led by a CFO or senior member of our team who work directly with you to navigate complexity, structure deals, and drive long-term value.

Proven Results & Timely Delivery

We take a hands-on, efficient approach that improves deal economics, reduces risk, and accelerates timelines.

  • “Turning Point has been an amazing strategic partner, even through difficult times. They’ve been instrumental to our success. When I bring them into a new business, the people there are always glad about it. They ask, ‘Why didn’t you bring them in sooner?’ If I’m looking at an acquisition now, Turning Point is the first company I think of.”

    — Jackie Brooks, Co-Founder & Partner, Promise Holdings, LLC

  • "Turning Point’s assistance in completing a challenging transaction was invaluable. It was a rewarding experience for all parties, and we look forward to having the opportunity to work with the team at Turning Point again in the future."

    - Shelby Schagrin, Managing Director & Co-Head of Investment Banking,

    Benjamin F. Edwards & Co.

When every detail matters, we help you get it right.

Get the insight and support you need to execute smarter, more successful deals.