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Transactional Services Group

Today’s business environment has changed dramatically over the past decade. Private equity funds are now a primary source of succession planning and exit strategies. As the largest regional business advisory firm in New England, with over 50 years of experience serving privately owned, middle-market companies, BlumShapiro brings unique insight and opportunity to the transaction process.

We work with private businesses throughout the United States and globally, through our affiliation with Baker Tilly International, and typically review companies with sales ranging from $10 - $250 million.

Our Transactional Services Group includes accounting, tax and valuation experts focused on providing private equity and venture capital firms, family offices, small business investment companies (SBICs), independent sponsors, search funds and other investment groups with the nimble ability to navigate the transactions from purchase through sale.

  • Transaction Services | Buy- and sell-side quality of earnings and financial due diligence, financial modeling, valuation, purchase price negotiation assistance and tax structuring that focuses on minimizing risk and maximizing value.
  • Post-Deal Services | Post-deal independent reviews to identify inefficiencies and maximize operating performance, perform cash flow and scenario analysis, improve internal controls and evaluation of risk and opportunity management.
  • Portfolio Company Compliance Services | Integrated service teams made up of both professionals versed in the intricacies of transactional services, combined with industry-specific knowledge offer portfolio company tax planning and compliance, accounting and audit services.
  • Fund Compliance | Tax planning, compliance and consulting services, assurance services, risk management, corporate governance and day-to-day compliance oversight.
  • Business Valuation | Services ranging from informal calculations to a comprehensive appraisal report – financial reporting, tax and estate, public company stock, litigation, business planning and transactions.
  • Business Process Outsourcing | Align the right people and right processes with outsourced back office accounting services, tax compliance, fractional CFO/controller, CFO advisory and more.
  • Cybersecurity | Develop a plan to evaluate and mitigate risk with our security check-up, gap analysis, threat assessment and implementation services; engage our cybersecurity awareness training for your employees; and protect your organization’s data with our network monitoring services.

Contact our Transactional Services Group Team for more information:



Advisors | Auditors | Consultants | CPAs - Blum Shapiro is one of the premier public accounting firms in the northeast and a Top 100 CPA Firm in the U.S. Our professionals serve businesses, individuals and organizations in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) ,Quincy (MA) and Newton (MA) with audit, tax and business consulting services. Our firm has developed practice areas in automotive, construction, education, government, healthcare, hospitality, manufacturing, nonprofit organizations and professional service firms. New Haven CT, Fairfield CT, Norwalk CT, Waterbury CT.