Through a collaborative approach to understanding your transaction’s complexity, we will curate a strategy that works for you. Our experts are here to see you through the closing of your transaction and beyond.
Perform key analysis including Quality of Earnings, Indebtedness, and Net Working Capital on historical and forecasted results.
Bringing a playbook beyond an individual transaction to support your complete M&A strategy.
Provide advice in relation to the financial definitions, closing mechanism, closing schedules, and purchase price adjustments.
Assist management teams in the preparation of lender reporting packages on an interim or recurring basis.
Partner with stakeholders and support leadership teams through navigating critical issues and preparing for sale.
WM experts are ready to identify potential tax risk and underutilized tax opportunities across US federal tax, US international tax, state and local tax, transfer pricing, and indirect taxes across various legal entity structures to ensure your transaction is structured in a tax efficient manner.
Identify and quantify potential exposures related to historical U.S. federal tax, international, state, sales and use, transfer pricing, and various indirect tax matters.
Provide advice in relation to tax terms, tax definitions, and structuring mechanisms.
Advise on the most effective tax structures to align with the specific requirements of each deal.
Optimization of global tax structure, expansion, rationalization, and general restructuring services during, after and outside of the deal context.
Provide legal entity rationalization, tax exposure remediation, entity structure integration and other post-closing clean-up procedures.
Bring insights into potential risks and underutilized tax opportunities to help better understand the tax risks and opportunities related to the transaction and its pricing.
Learn how WM enabled a private equity firm’s successful exit through the close of a large acquisition for a $250 million portfolio company while integrating prior acquisitions and supporting the annual audit.
Read the Case StudyReady for clear guidance and powerful outcomes? Reach out to our Transaction Advisory team today.
Meet the Team
Partner – Transaction Advisory Leader
Chris brings more than 25 years of accounting, advisory and leadership experience to WilliamsMarston. Chris’ primary practice areas are mergers and acquisitions, financial planning and analysis and private equity services. He is a former partner and Southeast TAS/FDD Leader with BDO LLP and a former Senior Director in Deals at PricewaterhouseCoopers LLP where he spent nine years including six years based in Europe (Sweden and the Netherlands). He began his public accounting career within Deloitte LLP’s audit practice while based in Dallas and New York. He has also worked in progressive corporate controller and FP&A roles earlier in his career.
Chris specializes in providing bespoke financial due diligence and pre/post-closing services to private equity sponsors, corporate clients and founders during their acquisitions, divestitures and recapitalizations. He covers a broad range of industries with a concentration in manufacturing, distribution, industrial products, consumer products and business services and has supported transactions in North America, Europe and Asia.
Chris intentionally focuses on the middle market, delivering value to either the buyer or the seller via price optimization, risk mitigation or identifying other financial considerations. He supports roll-ups of targets below $100 million and has executed on large cap domestic and cross-border entities valued as high as $10 billion. Chris also held a critical advisory role in the divestitures of healthy assets from the Lehman Brothers estate including Neuberger Berman, Trilantic Capital, Tenaya Capital, Liberty View Capital.
Chris is a Certified Public Accountant in the State of Texas and holds a Bachelor of Business Administration in International Accounting from Texas A&M University.
Partner – Specialty Tax Leader
Scott brings over 25 years of experience advising clients on complex tax matters, with a particular focus on M&A strategic tax planning.
Before joining WilliamsMarston, Scott was a tax partner at Nutter, McClennen & Fish. Prior to that, he spent more than two decades at KPMG LLP, where he served as the Leader of the National M&A Strategic Tax practice.
At WilliamsMarston, Scott will advise clients on a broad range of tax matters, including domestic corporate taxation, tax structuring, tax due diligence, cross-border transactions, tax modeling, tax efficient financing, consolidated group issues, and international taxation. He will also assist in structuring tax-efficient transactions, analyzing merger agreements, providing tax opinions, and navigating complex technical tax issues related to C corporations, S corporations, partnerships, and limited liability companies.
Scott earned his LL.M. in Taxation from New York University School of Law, his J.D. from Seton Hall Law School, and his BBA in Finance from The University of Georgia.
Managing Director – Healthcare Transaction Advisory
Matt brings more than 16 years of accounting and advisory experience to WilliamsMarston.
Prior to WilliamsMarston, Matt was a Managing Director at PricewaterhouseCoopers LLP, where he spent his entire career. While at PwC, he advised private equity and corporate clients on complex acquisitions and divestitures, specializing in financial due diligence. His work focused primarily on transactions in the healthcare, healthcare-adjacent, and pharmaceutical sectors, supporting deals ranging from millions to billions of dollars in value. Matt has deep experience across a broad range of subsectors within these industries and is known for delivering a best-in-class client experience on every engagement. He is also recognized as a leader in leveraging technology and data analytics to drive actionable, data-informed insights.
Matt is a Certified Public Accountant in the State of New Jersey and holds a Bachelor of Science in Accounting with a minor in Finance from The College of New Jersey, where he graduated Magna Cum Laude.
Managing Director – Transaction Advisory
Matt brings 14 years of accounting and advisory experience to WilliamsMarston.
Prior to WilliamsMarston, Matt spent the entirety of his professional career at PricewaterhouseCoopers LLP. While at PwC, he spent the last decade in the Deals practice providing financial due diligence services to both private equity and corporate clients with deal values ranging from $5 million to over $15 billion.
Matt’s financial due diligence experience includes acquisitions, divestitures, carveouts, and recapitalizations. His expertise includes evaluating the underlying integrity of financial information, quality of earnings, cash flows and net working capital. Matt’s experience covers a broad range of industries, with a focus on the technology industry, both domestically and internationally.
Matt is a Certified Public Accountant in the Commonwealth of Massachusetts and holds Bachelor of Science degree in Accounting from Villanova University, as well as a Master of Science degree in Accounting from Bentley University.
Managing Director – Transaction Advisory
Russ brings 12 years of accounting and advisory experience to WilliamsMarston.
Prior to WilliamsMarston, Russ was a Director in BDO USA LLP’s Transaction Advisory Services practice where he provided financial due diligence services to both private equity and corporate clients with deal values ranging from $5 million to $1 billion. Prior to BDO USA, Russ worked at EY LLP in South Africa within the firm’s retail & consumer products group of the Assurance practice.
Russ’s financial due diligence experience includes full enterprise acquisitions and dispositions, minority investments, carve-out transactions and recapitalizations. He works with financial and strategic buyers, sellers and lenders with a focus on quality of earnings, free-cash flow, working capital trends, indebtedness, potential synergies and negotiation opportunities. He has transaction experience across multiple industries, including manufacturing & distribution, software & technology, professional services, restaurant chains, third-party administrators and insurance brokers.
Russ is a certified chartered accountant in South Africa and holds both a bachelor’s degree and post-graduate degree from the University of the Witwatersrand with a concentration in accounting and finance.
Managing Director – Tax
Ricky brings 13 years of tax diligence, structuring, and modeling experience to WilliamsMarston. He has significant experience with acquisitions, divestitures, carve-outs, tax research, dynamic modeling, attribute planning and purchase agreement reviews. Ricky has worked with a variety of organizations ranging from small businesses to Fortune 500 companies, and has broad industry experience including work in aerospace, asset management, automation, healthcare, industrial products, manufacturing/distribution, retail, software and technology industries.
Prior to joining WilliamsMarston, Ricky spent almost two years with Wolf & Company, P.C. in Boston, where he led the firm’s tax professional practice, tax deal, and special project work. He began his career at PricewaterhouseCoopers LLP where he spent eight years primarily in the Tax Deals practice in Boston, where he assisted with deals ranging from $10 million to $10 billion, working on both inbound and outbound transactions involving various tax structures and coordinated transactions with local teams across the globe.
Ricky is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Professional Accountancy with a Tax concentration and a Bachelor of Science in Business Administration with an Accounting concentration from Bryant University.
Managing Director – Tax
Corey brings 11 years of state and local tax diligence, structuring, and modeling experience to WilliamsMarston. He has significant experience with acquisitions, divestitures, carve-outs, tax research and state and local tax planning. Corey has worked with a variety of organizations ranging from small businesses to Fortune 500 companies and has broad industry experience including work asset management, automation, healthcare, industrial products, manufacturing & distribution, retail, software and technology industries.
Prior to joining WilliamsMarston, Corey worked in PricewaterhouseCoopers LLP Tax practice in Boston, MA. While at PwC, Corey was a part of the State and Local Tax Deals practice, working on both inbound and outbound transactions involving various tax types (e.g., income tax, gross receipts tax, sales/use tax, employment tax, property tax, abandoned and unclaimed property and transfer tax).
Corey is a Certified Public Account in the state of New York and holds a Master of Professional Accountancy with a Tax concentration degree from the University of Buffalo and a Bachelor of Science in Accounting from Ithaca College.
Managing Director – Tax
Stephen brings nearly thirteen years of experience advising clients on complex tax matters, with a particular focus on corporate strategic and M&A tax planning.
Prior to joining WilliamsMarston, Stephen was a managing director in KPMG LLP’s Washington National Tax practice. While at KPMG, Stephen served as a tax technical lead on multiple engagements serving public and private companies on spin-offs, acquisitions and divestitures, debt workout/bankruptcy emergence transactions, initial public offerings, and other complex transactions. Stephen is a frequent speaker on taxation and has authored numerous articles for publication in the corporate tax space.
At WilliamsMarston, Stephen will advise clients on a broad range of tax matters, including tax structuring, tax due diligence, corporate taxation, cross-border transactions, tax modeling, tax efficient financing, consolidated group issues, and international taxation. He will also assist in structuring tax-efficient transactions, analyzing merger agreements, providing tax opinions, and navigating complex technical tax issues related to C corporations, S corporations, partnerships, and limited liability companies.
Stephen holds a Bachelor of Arts degree in Economics and Political Science from the University of Notre Dame, a Juris Doctor from the University of Pittsburgh School of Law, and a Masters in Taxation (LLM) from New York University School of Law.
