Wall Street M&A advisory for the lower middle market
Contact- $40bnCompleted M&A
- $7bnDebt restructured
- $5bnCapital raised
We provide trusted strategic counsel to owners and management teams of companies with $5 million to $250 million of revenue and $1 million to $25 million EBITDA. Experience earned in the trenches running highly complex, sophisticated sale processes for clients ranging from the largest Fortune 500 companies to family owned businesses to financial sponsors.
Leadership across complex, high-stakes assignments
*Clients at predecessor firms
Expertise, judgement and discretion to help you achieve your strategic objectives.
For shareholders and owners
- Wall Street Expertise & Judgement. Few M&A advisors or investment bankers serving the lower middle market have advised on $40bn of closed M&A transactions, $7bn of debt restructurings or $5bn of capital raises
- Senior-Focus. Our Founder and Managing Partner, Aaron Eisenberg, personally leads every engagement, is involved at every stage of the assignment and is highly invested in your success
- Buyer Board Room Perspective. Few lower middle market advisors have sat in the Board Room of a $500m or multi billion strategic or private equity backed platform as they set their acquisition strategy and their blueprint to sell themselves. We have. We understand what your buyer is thinking, how your company fits into their M&A playbook and broader strategic vision. We can use this perspective to protect and advocate for you.
- Sale Process Specialists. How do you maximize buyer engagement and competition? How do you compare seemingly similar proposals that might actually be quite different? How do you deal with a bidder cutting value or re-trading in diligence? A sale process entails countless strategic and tactical decisions that can individually and cumulatively lead to very different outcomes. Selling businesses is what we do, and we have spent our careers learning how to handle each of these specific situations.
For fellow advisors
Thinking about selling? Start with a confidential conversation.
Tell us about your company and your goals. We will give you an honest view of how buyers are likely to view your business, what it may be worth in the current market, and whether now is the right time. There is no cost and no obligation.
Schedule a confidential conversation