Mergers & Acquisitions

Trusted advisors in complex transactions.

M&A is complicated. And when things are complicated you need advisors who think clearly to guide you along a challenging process. That’s what we do well.

While we have decades of experience across multiple business sectors with a wide variety of clients, each deal is unique. Our ears are always on, as we try to home in on what drives value as well as what the risks are in the specific transaction in front of us. With that, we guide business buyers and sellers on deal structure, transaction strategy and helping our clients define what a “win” looks like for them. Then we address tax, employee benefits, contract review, net working capital issues, hurdles to closing, and closing preparation. We are on top of the details, so that we are never the slow-down in a deal.

We focus on buy-side and sell-side transactions in the lower end to middle of the middle market. Our clients include private equity firms, family offices, middle-market companies doing add-on acquisitions and full entity sales, entrepreneurs and business owners.

Proven success 
in major sector acquisitions.

We have worked with clients as they have grown businesses through acquisitions. We have worked with manufacturers, distribution and transportation companies who have expanded their businesses by near competitors, whether that was by geographic scope or product or service offerings.

By working closely with buy side team, we have streamlined acquisition processes to, yes, keep costs down but results always being met. That includes private equity platform companies.