Our Transaction Services team delivers robust due diligence and transaction support. We combine deep financial analysis with real-world commercial understanding to help investors access opportunities, identify risks and unlock value throughout the deal process. We work closely with searchers, investors, private equity and founder-led businesses to provide the clarity, confidence and insight needed to make informed business decisions.
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We investigate the financial performance and state of affairs of the business you wish to acquire, sell or invest in. Our flexible-scope approach allows us to cut through the noise and report succinctly on the key matters and risks.
We undertake valuations of ordinary shares and more complex securities ahead of transactions, management incentive schemes, or in connection with litigation.
We build robust integrated financial models that are tailored to your objectives and provide a solid foundation for forecasting and budgeting.
We are skilled in devising and implementing efficient management incentive schemes, designed to engage senior management beyond salary.
We identify and deliver tax efficiencies prior to purchasing or selling assets.
We help you find the right sources of financing for your business, be that bank debt, bond issuance or equity, whilst also managing the process of implementation.
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If you’re currently pursuing a business purchase, sale, fundraising or any other type of transaction, it always pays to arrange a consultation with one of our expert advisers to discuss your current situation and objectives.
Led by Carl Lundberg, Will Abell and Creag Campbell-Ace, our Transaction Services team offers complete transparency over fixed fees and will work closely with you to determine the best approach for your next transaction.
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Our team has secured multiple honours at the South East Dealmakers Awards, including Deal of the Year and Corporate Finance Advisory Team of the Year for two years running.
The Gerald Edelman team were instrumental at helping close Redpath Capital’s acquisition of Just Loos in June 2023. They provided reliable and consistent advice and were always available on a moment’s notice. They went above and beyond by helping with negotiation strategies (regardless of day and time) and by providing in-depth feedback on our financial model over its construction. It was a pleasure to work with them and would happily recommend them to our peers.
Managing Director, Redpath Capital
The team at Gerald Edelman supported us throughout the transaction, liaising efficiently with both our internal team and our legal representatives. Their report was provided in a timely manner and covered all key aspects. From the start to the end of the acquisition process we felt confident that we were receiving the expert knowledge and support that we needed to support our decision-making. Excellent service all round, and we would highly recommend Gerald Edelman accountancy and would engage their services again for any future acquisitions.
Envases
We are also incredibly grateful to the team at Gerald Edelman for their invaluable support and expertise throughout this process. Their guidance has been instrumental in ensuring a smooth and successful transaction.
Managing Director, Birch Faraday Capital
Will, Carl, and the team at Gerald Edelman were instrumental in successfully closing this deal. Their expert guidance and support through all phases of the deal from structuring, due diligence to completion, ensured an excellent outcome for both parties.
Managing Partner at Grazalema Ventures
We engaged Gerald Edelman to support with the Financial DD for our first acquisition. This was a complex situation, as the target business had numerous interrelated sub-entities with unique commercial and financial dynamics. The Gerald Edelman team quickly grasped these various complexities and simplified the situation for myself and for capital providers – ensuring a smooth completion process. Beyond the FDD scope alone, the team supported with negotiations at a critical stage of the transaction. They were available and responsive, even over the weekend, to help resolve a contentious point just a few days before closing. I am very grateful for the advice and guidance they provided throughout the process.
Founder of Backer Group
The lead support from partner Will Abell was outstanding and the contribution from the broader team was equally invaluable ensuring a successful process and conclusion.
Owner, Merebrook Consulting Ltd
Thank you very much for all the work and support you provided. We recognise the complexity involved and really appreciated the pragmatism and responsiveness throughout, and it made a material difference in getting the transaction over the line. We look forward to working together again as Novus continues to grow and as we progress further acquisitions.
Partner at Novus
GE provided a top-class service carrying out the financial and tax due diligence, addressing and advising on key issues, and ensuring we had a comprehensive understanding of Entec’s financial stability. A big thank you to Matt and the team for their work.
Nellmapius
I am extremely glad that we engaged the Gerald Edelman team to advise on this transaction. Their advice has proven invaluable, not only ensuring that the deal completed smoothly but also achieving a substantial taxation saving for me and the other departing shareholders. I extend my sincerest thanks to Carl and Will, whose pragmatism, knowledge and drive was key to securing the successful result. I would strongly recommend them both as corporate finance advisors.
Managing Director of Austin UK
Gerald Edelman not only did an outstanding job on the due diligence but was also instrumental in assessing the deal structure and working capital. Their expertise and collaborative approach truly made a difference.
Managing Director of Profectus Capital Partners Ltd
It was great working with the GE team. They are knowledgeable, always available and pragmatic and just nice people to work with.
Head of M&A, Allvida Group AB
Gerald Edelman differs from other firms in that our transaction services are infinitely flexible and tailored to your exact needs.
The technical expertise of our London-based Transaction Services team in due diligence, business valuations, financial modelling, and transaction structuring is underpinned by real experience in working on deals of all sizes.
As a team, we pride ourselves on exceptional client service and swift turnaround times, working tirelessly to get projects over the line in the required timeframe and pushing deals to completion.
We would recommend that you get in touch with us when you are first considering any type of transaction. This will allow us to advise you on the best route for your business, minimising wasted time and fees. However, we offer our services at all stages of the transaction.
A business transaction involves many complex and time-consuming elements. A skilled Transaction Services adviser brings specialist expertise to every stage of a potential acquisition, helping you clearly understand the opportunities and risks, so that you can maximise value throughout the deal.
Our department provides a full range of transaction services, including mergers, acquisitions, buy-ins and buy-outs. Within this, our expertise covers the areas of due diligence, business valuations, financial modelling and much more.
Our fees are agreed upfront in line with an agreed scope. Our scope of work is fully tailorable, meaning our fees are flexible, which is a benefit of our agile and entrepreneurial team.
We regularly produce educational guides for those wishing to learn more about our industry and services. If you’re looking to learn more about the M&A transaction process, then we recommend starting with our two guides covering business sales and business acquisitions.
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Here we share topical news, updates, and inspirational blogs.
10 February 2026
Corporate Finance, Deal Advisory, Transaction Services
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Business Valuation Services
Corporate Finance
Deal Advisory
Financial Modelling
