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M&A Transaction Advisory Services

Our focus is on providing M&A transaction advisory services to owners of privately held middle market businesses who are interested in selling. Taking a collaborative approach, we work to get each client a fair market price from a qualified buyer and a transaction carried out on a confidential basis.

To provide the best service for our clients, we focus solely on the transition/sale of mid-market businesses and let others focus on their specialties, like capital raises, corporate restructuring, and financing.

Drawing on the knowledge gained from years of providing advisory services as well as decades of banking experience, we put together deals that are in the best interests of my clients. In addition, we are available to consult on family business succession planning and management buyouts.

Please note that we only provide M&A transaction advisory services to business owners referred by advisors and past clients. To learn why, please see M&A Transaction Services for Business Advisors.

Recapitalization Services

Sometimes less than a full exit is appropriate. In today’s market, customer solutions can be tailored to allow clients to achieve partial liquidity while maintaining an equity position either with a private equity group &/or the management team while also accessing capital for growth.