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Services

Deloitte Corporate Finance Advisory Services

Strategy, mergers & acquisitions (M&A), and employee stock ownership plan (ESOP) advantage for the middle-market

We are the preeminent corporate finance consulting firm for middle-market investment banking. Our experienced middle-market consulting professionals provide unbiased advice and a global perspective to companies considering transformative capital market events—including M&A, board and strategy decisions, and employee stock ownership.

Who we are

How we help our clients

Supporting clients ranging from corporates, private equity to financial investors, private companies, family-owned businesses, and entrepreneurs in the delivery of strategic M&A advisory services that help clients create opportunities for liquidity, growth, and long-term advantage. View select transactions to get a glimpse of how Deloitte Corporate Finance has helped firms navigate recent M&A transactions.

Using alternative M&A methods in 2021

Last year began promisingly for Deloitte Corporate Finance, with a huge pipeline and frothy market environment. This initial outlook was turned upside down when the pandemic hit, putting many businesses on the defensive due to massive reductions in travel and hospitality spending.

The ensuing volatile economy, political uncertainty, and social climate contributed to companies and industries propelling into survival mode, turning to defensive M&A strategies in order to safeguard their future. But these challenges also inspired profound change, highlighting the importance of having a transparent organization and exploring nontraditional M&A.

Looking ahead, Deloitte Corporate Finance reveals how leveraging alternative M&A methods will help clients navigate the crisis, enhance organizational resilience, and pursue new and disruptive growth strategies.

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What we believe

There’s no such thing as a one-size-fits-all solution.
Every organization has specific needs and challenges. We combine global capabilities and a focus on middle-market investment banking to create solutions that serve each client’s individual interests.

Trust is essential.
When it’s time for a transition, you need an adviser you can count on. We forge partnerships with our clients through honest communication, unbiased advice, and a commitment to advancing your objectives.

Teamwork drives performance.
You know your business best. We listen to your ideas and input, using a collaborative approach to drive your organization forward—today and for years to come.

Globe connectivity

Who we work with

We provide corporate finance consulting services and middle-market M&A advice to clients ranging from entrepreneurs and owner-managed businesses to private equity and multinational corporations. Our clients typically have a minimum enterprise value of $30M or at least $4M of EBITDA. Learn more about our clients.
 
We focus on eight industry groups:

  • Automotive
  • Business services
  • Consumer products and Retail
  • Energy and Resources
  • Financial services
  • General industries
  • Life sciences and Healthcare
  • Technology, Media, and Telecommunications

Connectivity

Where you’ll find us

The world may be getting smaller, but the global marketplace is getting bigger. In this environment, cross-border middle-market M&A activity has accelerated and international opportunities abound. We give our clients access to global markets through a network of 2,400 middle-market consulting professionals, in 120+ locations, across 60 countries.

Blue spiral

Middle market focus

Our middle market consulting professionals deliver insight to clients through an integrated platform of live events, signature reports, research publications, webcasts, and newsletters. Get our perspective.

Additional resources

Get in touch

Russell Thomson

Russell Thomson

M&A Transactions Services Leader, US

Russell, a partner with Deloitte & Touche LLP, leads Deloitte’s U.S. M&A Transactions Services. Russell has been with Deloitte for more than 20 years, focusing the last 18 years on growing the M&A pra... More

Phil Colaco

Phil Colaco

CEO | Deloitte Corporate Finance LLC

Based in Charlotte, Phil is the chief executive officer of Deloitte Corporate Finance LLC (DCF), Deloitte’s National Investment Banking practice in the United States, which is one of the leading M&A a... More

Jamie Lewin

Jamie Lewin

Principal | Deloitte Corporate Finance LLC

Based in Dallas, Jamie Lewin is responsible for Deloitte Corporate Finance LLC's (DCF) financial sponsors coverage effort and for the execution of M&A and financing transactions. Jamie has more than 1... More

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