Driving value in the
middle-market
FD Transaction Advisory is your trusted partner in navigating middle-market transactions. Across both buy-side and sell-side transactions, our hands-on partners and expert team provide impactful insights and strategic guidance, enhancing visibility of transaction risks and opportunities.
Our Services
Focused Transaction Services, Broad Experience
Buy-Side Financial Diligence
Our buy-side financial diligence services validate financial performance, uncover risks and opportunities, and provide insights to support valuation, deal structure, and negotiation.
Sell-Side Financial Diligence
Sell-side financial diligence addresses issues early, presents financials clearly and credibly, and supports clients throughout the transaction process.
Office of the CFO Support
Our Office of the CFO services provide experienced support to help navigate complex financial and operational challenges in preparation for, during, or following a transaction.
75+
Years of transaction, CFO, and restructuring experience
200+
Transactions
$5B+
Enterprise value supported
95%+
Virtually all projects come from repeat clients or referrals
Why do our clients continue to use FDTA?
At FDTA, we combine expertise, a disciplined process, and a client-focused approach to deliver exceptional results. Our mission is to help clients mitigate risk and provide dependable support throughout the transaction process. Here’s why clients trust us:
Proven Track Record
Decades of experience navigating complex transactions across various industries.
Tailored Solutions
Customized services designed to address each client’s unique needs and objectives.
Experienced Professionals
Our team blends M&A, CFO, and restructuring expertise, offering both financial and operational insight.
Partner-Led. Boutique-Focused.
Hands-on partner involvement at every stage, delivering high-impact, personalized service.
Independence
FDTA is an independently owned transaction advisory firm providing objective and practical due diligence services aligned with our clients’ needs.
Trusted Relationships
Ongoing partnerships based on trust, responsiveness, and personalized service.
About Us
We are your trusted partner in success.
FD Transaction Advisory is more than just a service provider. We minimize risk and empower you to achieve your goals with confidence.