Our Transaction Services team provides an array of services around business mergers, acquisitions, disposals, fundraisings and other transactions. We work closely with entrepreneurs, investors and company directors to achieve the best possible return from their next investment or fundraising project.
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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, 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 Corporate Finance team has achieved an outstanding milestone, securing three awards at the South East Dealmakers Awards 2025. The team took home the Deal of the Year (£40m+), Corporate Finance Advisory Team of the Year and Nick Wallis was awarded Dealmaker of the Year.
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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
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
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
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
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
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.
There are many complex, time-consuming and potentially hazardous aspects involved with a business transaction. An expert Transaction Services adviser can assess every angle of a potential acquisition to determine the benefits, liabilities and maximum value that you stand to gain.
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.
Yes, Gerald Edelman is a firm of accountants. We are heavily focused towards the provision of advisory services but offer a broad range of professional services, including those of a more traditional firm of accountants. Our clients find this to be an incredibly valuable and convenient solution as they don’t need to engage another firm to cover their accountancy needs.
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 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.
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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Corporate Finance, Deal Advisory, Transaction Services
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Business Valuation Services
Corporate Finance
Deal Advisory
Financial Modelling
