Transaction Advisory Services

Meet the Team

Transaction advisors are only as good as the deals they help close or the deals they advise clients to walk away from. With roots in the western U.S., we are solidly positioned to help middle-market, privately held owners sell their business, as well as assist financial and strategic buyers from the world of private equity, venture capital, and premium brands. We understand both sides of the deal.

Wherever you are in your transaction process, our team can help. From day one to deal done.

Strong Leadership to Support You


Joanne Baginski, CPA, CM&AA, leads the transaction advisory services practice at EKS&H and helps ensure clients get the exact due diligence, transition planning, valuation, planning and analysis, and post-close integration support they need.

Paul Edwards, CPA/ABV, ASA, leads the consulting service area at EKS&H and helps bring the full power of our accounting solutions, specialty tax, business technology, and compensation and benefits services to our transaction services clients.


A Team of Experienced Advisors with the Right Skills

At EKS&H, our transaction advisory team offers clients a mix of services before, during, and after the deal that provide the best chance for success. Our accounting, technology, audit, tax, investment banking, and wealth advisory professionals will help you identify opportunities, position you for success, execute the right transactions, and achieve your value-creating goals. Our transaction team includes:
  • 25 dedicated transaction professionals.
  • Certifications and credentials, including CPA, CFA, ASA, ABV, and CM&AA.
  • Experience with more than 400 buy- and sell-side transactions in virtually every industry with a total value of more than $14.5 billion.
Beyond our dedicated team, we are part of a 150-person consulting group and a 700-person firm, ensuring that our services can be scaled to the scope you need and expediently delivered at the speed of the deal. Without the siloed profit centers and national office bureaucracy that some of our competitors must manage, our service approach is defined by collaboration, nimbleness, and a single-minded focus on the outcomes important to you.