Business Details
Trusted Financial Consulting Services for SEC Reporting and M&A Transactions
Floyd Advisory delivers actionable financial solutions rooted in decades of expertise in accounting, compliance, and strategic advisory. Our team of seasoned professionals specializes in SEC reporting, transaction advisory, litigation support, and valuation services, serving Fortune 500 companies, private equity firms, and leading law firms. With a focus on integrity and responsiveness, we provide tailored guidance to navigate complex financial challenges, including mergers and acquisitions, forensic investigations, and regulatory compliance.Our partners bring over 35 years of global experience, offering deep industry knowledge and a commitment to client-centric service. We combine technical excellence with clear communication to deliver trusted insights that drive informed decision-making. Our work spans anti-corruption compliance, data analytics, and expert testimony, ensuring clients receive comprehensive support in high-stakes scenarios. Recognized by Chambers & Partners and the GIR 100, we uphold a legacy of excellence in financial consulting.
Services
SEC Reporting
Transaction Advisory
Investigations and Compliance
Valuation and Strategy
Data Analytics
Litigation Services
Anti-Corruption Compliance
Government Contracting Compliance
Business Valuations
Expert Testimony
Highlights and features
- We offer 35+ years of global experience in financial consulting and SEC compliance.
- Our team provides tailored M&A advisory services with risk mitigation expertise.
- Recognized experts in forensic investigations and anti-corruption compliance.
- We deliver data-driven insights for complex litigation and valuation matters.
- Our partners have testified as expert witnesses in federal and state courts.
Associations and certifications
- Chambers & Partners
- GIR 100
Services
SEC Reporting
We provide expert guidance for accurate SEC financial disclosures, ensuring regulatory compliance and stakeholder trust. Our team assists companies with restatements, audits, and reporting challenges, leveraging deep expertise in GAAP and regulatory frameworks. Clients benefit from tailored solutions to navigate complex financial reporting issues.
Transaction Advisory
Our M&A advisory services help buyers and sellers mitigate risks and maximize value across the deal lifecycle. We offer forensic due diligence, valuation analyses, and post-transaction integration support. Clients receive strategic insights to navigate complex transactions with confidence and clarity.
Litigation Services
We deliver specialized litigation support, including expert testimony and economic damage analyses. Our team assists in commercial disputes, intellectual property cases, and post-acquisition conflicts, providing clear financial insights for courtroom proceedings and arbitration.
Valuation and Strategy
Our valuation experts provide accurate business appraisals, goodwill impairment analyses, and strategic planning services. Clients rely on our insights for mergers, acquisitions, and financial reporting, ensuring informed decisions aligned with long-term objectives.
Anti-Corruption Compliance
We specialize in Foreign Corrupt Practices Act (FCPA) compliance, conducting anti-bribery due diligence and remediation programs. Our team helps clients mitigate risks in global transactions, ensuring adherence to international anti-corruption laws and regulatory standards.
People
Todd Antonelli
Partner
Todd Antonelli is a Partner at Floyd Advisory with over 35 years of global experience in strategic advisory and M&A transactions. He specializes in guiding companies through complex business combinations and transformations.
Danniel J. Baer
Partner
Danniel J. Baer leads Floyd Advisory's Valuation Practice, specializing in economic damages and business valuations. He has extensive experience in commercial disputes and financial reporting for diverse industries.
Joseph J. Floyd
Co-Founder
Joseph J. Floyd is a Co-Founder and Partner with expertise in financial reporting and expert testimony. He has testified in federal courts and advised Global 1000 companies on complex accounting matters.
Michael W. Phillips
Managing Partner
Michael Phillips is Managing Partner at Floyd Advisory, specializing in forensic accounting and SEC investigations. Recognized as a global thought leader, he provides expert testimony in high-stakes litigation.
Gregory E. Wolski
Partner
Gregory Wolski is a Partner with over 40 years of experience in forensic services and anti-corruption compliance. He previously led EY's Transaction Forensics practice and specializes in M&A dispute resolution.
Questions
What services does Floyd Advisory offer?
We specialize in SEC reporting, transaction advisory, litigation services, valuations, anti-corruption compliance, and forensic investigations for Fortune 500 companies and law firms.
How does Floyd Advisory support M&A transactions?
We provide end-to-end M&A advisory, including due diligence, risk mitigation, valuation analyses, and post-transaction integration to maximize deal value and reduce disputes.
Can Floyd Advisory assist with SEC compliance issues?
Yes, we offer expert guidance on SEC financial disclosures, restatements, and regulatory compliance to ensure transparency and stakeholder trust.
Do your partners testify as expert witnesses?
Yes, our partners frequently provide expert testimony in federal and state courts on accounting, valuation, and financial reporting matters.
How does Floyd Advisory handle anti-corruption investigations?
We conduct FCPA due diligence, global anti-bribery audits, and remediation programs to help clients comply with international anti-corruption laws.
What industries do you serve?
We work with clients in technology, healthcare, financial services, pharmaceuticals, energy, and manufacturing, among other sectors.
