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.

Dan Kahn


Dan Kahn | Meet The Intrinsic Team & Board of Directors | Intrinsic

Dan serves as a Managing Director and co-leader of Intrinsic’s Transaction Advisory Services practice. He focuses on the growth and development of the TAS practice, managing relationships and driving value creation across the firm’s private equity clients. Dan leverages nearly 15 years of professional experience. 

Kevin Winters


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

Kevin serves as a Managing Director and co-leader of 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.

Stephen Powers


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

Stephen serves as a Managing Director within the Transaction Advisory Services practice at Intrinsic. He brings over seven 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.

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.