Vigilance should never threaten opportunity

A large investment management firm had a resource problem. It needed to expand resource capacity, increase efficiencies, achieve greater scale, and reduce risks – all within their valuation function. The company required a managed service solution to handle valuations so its highly paid portfolio managers and internal resources could be focused elsewhere instead of compliance.

In the face of disruption, technology innovation, and accelerating industry convergence, M&A transactions represent opportunities to evaluate finance initiatives and capture value beyond the transaction. With the right level of forethought and planning before and during the transaction, you can be prepared to use your company's next M&A transaction as a catalyst to transform your controllership function.

Deloitte's new interactive experience – dedicated to helping you prepare for and navigate the transaction execution & financial integration process and to ultimately maximize deal value and operational integration.

Companies that are preparing to go public have a lot to take into consideration, from timing to industry challenges to choosing what to prioritize. Meticulous up-front planning is critical to completing a successful initial public offering (IPO), so a company can never be too prepared.

Faces of Deloitte Advisory is a new series of true stories that explores the personal history of our practitioners, highlighting key experiences that defined their values and explaining why they do what they do. Read about the early influences of one of our practitioner's entrepreneur father, what taught him the value of leading by example, and the importance of being honest with clients.

With US infrastructure continuing to be a hot market for investment and M&A, the infrastructure bill (H.R. 3684) raises questions for investors. Check out our latest insights and actions you can take in our latest piece.

An initial public offering (IPO) is an important event in the life of an organization as they seek to grow or provide liquidity to early investors and employees. But the path to an IPO is both complex and challenging. In the fifth edition of this report, we explore recent trends, regulations, market shifts that impact the IPO process, and outline strategies to help your organization prepare for going public.

Efficient working capital management is of the utmost importance and central to an organization's financial and operational health. Working with a multitude of large and small clients across various industries, we utilize LiquidityIQ™ to develop insights that can help drive working capital optimization. Explore how we can assist your organization to fundamentally enhance its processes, policies, procedures, and technology to enable improved working capital performance.

Deloitte Corporate Restructuring Group (CRG) and professionals from across Deloitte are leaders in helping companies implement Fresh Start accounting. Our team is on the ground with our clients, bringing specialists in bankruptcy, accounting and valuation, IT, and tax. From planning and systems readiness to implementation and validation, Deloitte's Fresh Start accounting specialists have experience managing some of the largest corporate bankruptcies in US history.

When it's time for a transition in your business, realizing an attractive investment return is often the goal. A healthy return on investment is the payoff for years of hard work, sacrifice, and financial risk—but assigning an actual value to your business can be a challenge. Explore this report, which offers information and insights on strategic liquidity alternatives.