M&A Transaction Advisory Services

My 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, I work to get each client a fair market price from a qualified buyer and a transaction carried out on a confidential basis.

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

Please note that I 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.