We founded the Shaughnessy Group in 2017 with the purpose to help business owners successfully transition out of their most valued asset, their privately held, lower middle-market company. These sophisticated transactions or “liquidity events” require immense planning, carefully execution and professional selling that only an experienced M&A advisor can provide.We exist to create successful outcomes for our business owner clients, but a big part of our job involves educating the various stakeholders, advisors, intermediaries, and entrepreneurs themselves on what the M&A process…
Since 2002, Trinity Transaction Advisory, a lower middle market M&A (Mergers and Acquisitions) transaction advisory firm, has been assisting owners and shareholders of privately held companies, with annual revenues over $5,000,000, in planning and executing customized exit solutions. The company was founded with a unique concept in mind: providing superior options over the traditional broker model; implementing solid exit solutions; substantially improving our clients’ chances of selling, while increasing business value to our clients. Business owners expect candid…
Located in the Albany, NY Capital Region, ThielGroup, LLC is a business sales, valuations and consulting firm - helping business owners achieve successful exits and counseling business buyers to find and analyze business opportunities. OUR SERVICESBusiness BrokerageMerger & AcquisitionsRetained Buy ServicesCertified Business ValuationsOpinion of Market ValuesDeal ConsultingOUR CLIENTSBuyersSellersCPAsAttorneysMEMBERSHIPSMerger & Acquisition Source (Board of Directors)National Association of Certified Valuators and AnalystsInternational Business Brokers AssociationWe work with…
Privately owned boutique business brokerage firm also serving lower Middle Market companies in the sale of their privately owned companies. Corporate offices in Nashville TN but also serving all adjacent states. All industries. Exit planning services available. Commercial Real Estate services (with business sale). Area expertise in professional services, healthcare, medical, manufacturing, and commercial services.
Pasadena Private is a boutique multi-family office handling the distinct financial needs of affluent families. Our suite of in-house services provides clients with access to experts and financial solutions that address most time sensitive needs. Pasadena Private is comprised of five primary lines of business that include portfolio management, commercial lending, retirement solutions, mergers & acquisitions, and property management. Additionally, our clients have access to direct investments sourced and managed by Pasadena Private in the categories of private loans, real…
GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer brands to transform them into far more valuable and coveted strategic acquisition targets.
Arch Capital is based in the Midwest and specializes in mergers & acquisitions, business strategy, revenue growth, and consulting services to lower middle market companies throughout the US. Our unique capabilities provide clients with a greater number of options, leading to a higher likelihood of success.The principles at Arch Capital have successfully completed M&A transactions for a wide array of clients in virtually every industry. Transactions typically involve closely held and family owned businesses, and private equity firms. We are committed to meeting the unique needs of…
Baker Group M&A Consultants, Inc. is different in numerous ways. Jerry Baker, the President of the Baker Group has over 50 years experience as an entrepreneur, who started and developed many companies over his career. He can relate to a business of any size. His knowledge acquired over the years is extremely helpful in developing a relationship with clients.Since 1988, Jerry Baker’s companies have consulted with and successfully concluded over 200 transactions in numerous industries. Jerry’s experience in starting companies, building companies, taking companies public, selling companies,…
Founded in 1976, Nolan & Associates is a leading boutique investment banking firm with Midwestern roots, global reach, and a focus on the middle market. Nolan provides sell side, buy side and capital raise M&A advisory services to business owners, private equity groups and corporations. Nolan is on the 2022 & 2021 Inc. 5000 lists of America’s Fastest-Growing Private Companies, ranking No. 820 in 2022.
MergersCorp™ is a distinguished advisory firm specializing in Investment Banking, cross-border Mergers and Acquisitions (M&A) and comprehensive corporate finance solutions for clients globally.We deliver a comprehensive suite of investment banking services to lower-middle and middle-market businesses, spanning the entire transaction lifecycle from deal origination and financial modeling to expert deal execution.Our team comprises 110+ professionals across 23 countries, including seasoned M&A advisors, investment banking professionals, white collar lawyers,…
Carpenter Hawke & Co was established in 1991 to provide sell-side advisory services to privately held businesses with enterprise values between $1 million to $50 million. OUR Business Is Selling YOUR Business, CONFIDENTIALLY!Personal integrity and professionalism govern our performance with the utmost consideration given to our clients' best interest. Our reputation and specialized approach to transactions have earned us the respect of the many clients we have served over the years. Our experience and knowledge of the appropriate steps enable us to provide strategy and plan formulation to…
Most Recent Transactions
Advisor
Nov 2021
Permit Puller
was acquired by
Porch Group
Advisor
Mar 2020
LJM Packaging Company
secured investment from
UNIFIED 2 Global Packaging Group
Advisor
Jan 2020
Chapman Moser Funeral Service, Little Falls , NY
secured investment from
Houghtaling & Smith /Gray-Houghtaling & Smith Funeral Homes New York
Trafalgar Capital Partners is an independent investment bank that provides mergers & acquisitions, private equity capital sourcing and financial advisory services to small to mid-size companies. Our firm is comprised of senior investment banking professionals who gained their world-class investment banking experience at such firms as Morgan Stanley and Citigroup. The firm's professionals have a proven track record of success, closing 100+ transactions with aggregate value exceeding $2 billion. Trafalgar is US-based but conducts business throughout Asia, Central and South America and Europe,…
Berntson Porter Corporate Advisory provides M&A advisory services to private companies in the Northwest in manufacturing, distribution, services, and technology.
JMR Capital provides advisory services to sellers of privately owned businesses. Most of the companies we represent are valued between $2 and $20 million and are located in California. Mark Richardson, the company's founder has been brokering transactions since 1982.
Michael Givner founded IMG Business Advisors in 2013 after spending 16 years working for large investment banks, most of that time with Jefferies Group. IMG specializes in business sales and exit strategies for small business owners. The lower end of the M&A middle market, companies with annual revenues from $5 to $50 million, is their focus with clients across a wide array of industries. Whether advising on the sale of a family-owned business or assisting a growth-minded company with acquisition and expansion, Michael and his teams’ services are tailored to the individual needs of each…
2717 Group is focused on maximizing value for our clients. 2717 Group has extensive Financial, Strategic, and Operational experience in the A/E/C (Architectural, Engineering, Construction) industry, having held executive leadership positions as well as performing advisory services. 2717 Group has over worked on over 80 successful acquisitions in the industry. As a result, buyers and sellers don't waste valuable time explaining their business model.2717 Group Key Service Areas:1) Mergers & Acquisitions Transaction Advisory - Buy side & Sell side2) Strategic Advisory
Most Recent Transactions
Advisor
Oct 2020
Confidential Company
was acquired by
Confidential Buyer
Advisor
Dec 2018
Unlimited Concrete Solutions
was acquired by
Unlimited Contracting Solutions (A Pritzker Organization Portfolio Company)
DLA-Mergers & Acquisitions is a middle market advisory firm located in Overland Park, Kansas. With a seasoned team of experts, DLA helps business owners prepare for growth through acquisition or plan for an exit.
Smith Holland is a different type of middle market M&A advisory firm. Based out of Chicago, we believe results should come before fees and maximizing shareholder value for clients is at the core of everything we do. Every Smith Holland advisor knows how stressful and unpredictable the M&A process can because we have all personally started, operated and sold businesses of our own, which gives us an added layer of transactional insight that can’t be learned in the classroom. The risks are always higher on the sell-side of the deal and that’s why every Smith Holland M&A transaction is led by…
I have been helping Groups Buy and Sell their companies for over 17 yrs.I have sold over 100 different transactions to date. Having also been involved hands on with several businesses in different industries, has given me the opportunity to understand businesses from the operators side. This experience helps me to locate quality companies both for sale and for purchase. If you are looking to acquire or looking to retire, I would love the opportunity to help you.