transaction advisory







Financial due diligence support

Intrinsic advises middle-market private equity firms on a wide variety of financial due diligence matters. As your strategic partner, we work hand in hand with you, keeping your goals and needs in mind, and perfect our perspectives through continuous dialogue.

Buy-side due diligence

Ensure you have the timely information you need with in-depth analysis that identifies the most critical opportunities, risks, and value drivers of your transaction.

Sell-side due diligence

Take your business to market confidently with no surprises, so you can optimize value, expedite due diligence, and increase speed and surety to close.

An experienced transaction advisory team

The transaction advisory team is led by seasoned professionals with decades of experience working on highly complex transactions. We have backgrounds in Big 4 accounting firms, international consulting firms, private equity, family offices and investment banking.

Stephen Powers


Stephen Powers | Meet The Intrinsic Team & Board of Directors | Intrinsic

Stephen serves as a Managing Director and leader of Intrinsic’s Transaction Advisory Services practice. He brings over nine years of experience assisting private equity and corporate clients on complex buy and sell-side financial due diligence engagements in the construction, consumer and industrial manufacturing, technology, and various other industries.

Matthew Bogle


Matt Bogle | Meet The Intrinsic Team & Board of Directors | Intrinsic

Matthew serves as a Managing Director within the Transaction Advisory Services practice at Intrinsic and is the leader of the Healthcare Services team. He has spent over ten years serving as a trusted advisor to private equity clients, investment bankers and executive management teams. Matthew’s extensive experience performing Quality of Revenue analyses across a diverse set of healthcare specialties has enabled him to provide valuable insight to clients who are looking to assess the accuracy of both historical reported revenue and evaluate the accounts receivable of target organizations.

Kevin Winters


Kevin Winters | Meet The Intrinsic Team & Board of Directors | Intrinsic

Kevin serves as a Managing Director within the Transaction Advisory Services practice. Kevin leads financial due diligence engagements and also focuses on growth and development of the TAS practice. Kevin brings over 15 years of professional experience primarily in transaction advisory services and public accounting.

Our goal is to secure your investment

We take every opportunity to make your job easier. In fact, many of our partners describe us as “user-friendly.” We do everything we can to ensure the due diligence process is as smooth and efficient as possible for everyone involved, including your target company.


We communicate clearly and often, and we respond quickly so you never have to wonder what’s happening.


We listen to your expertise, uncovering your priorities and identifying the unique aspects of the deal.

Good Stewards

We take a thoughtful, sensitive approach when working with you and your target companies to preserve the relationships you’ve built.

Our transaction advisory process is thorough and thoughtful

The financial due diligence process includes thoughtful analysis of historical and projected earnings, net working capital, and operational performance. We identify value drivers, high-risk areas, unrecognized liabilities, and potential deal-impacting issues.

We perform a rigorous assessment of the following:

  • Trial balance-level financial statements
  • General ledger transaction detail
  • Key performance indicators and operational metrics
  • Customer, product, service, and location-level profitability

Over the years, we have worked with many service providers. Intrinsic is the only firm we have worked with where it is like working with an extension of our own team. Working with Intrinsic is less about a project engagement and more about a long-term partnership.

Steve Johnson, Partner

Crest Rock Partners

Experience supporting clients across a broad range of industries

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Responding to client needs with curiosity, pragmatism, and attentiveness

We’d love to learn more about your business and how we can support your goals.
Contact us and a member of our team will reach out to you as soon as possible.