SELL-SIDE ADVISORY
In New York’s competitive deal environment, sellers face buyers with dedicated deal teams who have closed dozens of transactions. Michelet Financial prepares your business for maximum valuation, runs a disciplined confidential process to attract qualified buyers, and negotiates deal terms that protect your interests from LOI through closing.
We establish your business’s true market value through income-based and comparable-transaction analysis, then build a compelling Confidential Information Memorandum (CIM) that positions your company for maximum buyer interest.
We confidentially market your business to a targeted universe of qualified strategic buyers, private equity groups, and financial acquirers—running a controlled process designed to generate competition and maximize your sale price.
From LOI through closing, we negotiate deal terms, optimize transaction structure for tax efficiency, coordinate with your legal counsel, and manage due diligence to protect your interests every step of the way.
New York City is the largest M&A market in the United States. Whether you own a professional services firm in Manhattan, a logistics operation in the outer boroughs, or a media-adjacent business anywhere in the metro, the buyers you’ll face include private equity groups, family offices, and strategic acquirers that negotiate deals daily.
Michelet Financial brings Fortune-500 deal discipline—developed working alongside Tilman Fertitta’s Landry’s Inc., a 600-restaurant, $3B+ enterprise—to business owners in the New York market. We level the playing field between you and the institutional buyers that dominate NYC M&A activity.
Experience That Closes Deals
When you sell a business, you are negotiating against buyers and brokers who do deals every day — so you want an M&A advisor who has operated at the highest level of corporate finance. Our founder, Brandt Michelet, served as a financial strategy lead at Landry’s, Inc. under Tilman Fertitta — one of America’s largest privately held restaurant, hospitality, and entertainment companies, with 600+ venues and billions in annual revenue.
That means your M&A advisor has structured, valued, and pressure-tested transactions at a scale most local business brokers never touch — and brings that same discipline to selling your New York business, acquiring a competitor, or planning your exit. We pair institutional deal experience with the tax strategy expertise of Michelet Financial, so your transaction is structured to keep more of the proceeds in your pocket.
Whether you need a sell-side advisor to take your company to market in New York City, a buy-side partner to evaluate an acquisition, or business exit planning to maximize value before you sell, you work directly with a senior advisor — never a junior associate. Call (225) 396-5511 for a confidential consultation.
M&A Advisory Services
Most M&A advisors work exclusively on large deals. Michelet Financial brings institutional-quality M&A thinking to small and mid-market New York business owners — whether you’re buying, selling, or merging. Brandt Michelet’s background managing acquisitions and financial strategy for a Fortune-500 company translates directly to deals at your scale.
Preparing your business for sale: valuation, financial statement normalization, deal structure analysis, buyer identification, negotiation support, and tax optimization of the transaction. We represent your interests through close.
Finding, evaluating, and acquiring businesses in New York City. Target identification, due diligence financial analysis, valuation, deal structuring, and integration planning. We help you avoid paying too much for the wrong business.
Quality-of-earnings analysis, financial statement review, working capital normalization, debt and liability identification — the financial due diligence that determines whether a deal is worth doing and at what price.
Asset sale vs. stock sale, earn-out structures, seller financing, rollover equity — deal structure has enormous tax implications for both buyer and seller. We optimize the structure to maximize after-tax proceeds.
SBA 7(a) loans, seller financing, PE partnerships, bank acquisition financing — we help you understand and access the capital needed to complete an acquisition without over-leveraging the acquired business.
Financial systems integration, cultural alignment, operational consolidation, and performance tracking — realizing the synergies that justified the acquisition and setting the combined business up for growth.
The Process
We start by understanding the strategic rationale — why this deal, why now, what does success look like. Acquisitions made without clear strategic logic rarely create value.
Deep analysis of historical financials — quality of earnings, normalized EBITDA, working capital requirements, off-balance-sheet liabilities, and cash flow reliability.
Independent valuation of the business, pricing strategy, and negotiation support. We make sure you know what something is worth before you offer a dollar for it.
Structure the transaction for maximum tax efficiency, coordinate with legal counsel, navigate closing conditions, and get you to a successful close with no surprises.
BUY-SIDE ADVISORY
For buyers looking to acquire in New York City, competition is intense and seller expectations are high. We help NYC buyers identify off-market targets, conduct rigorous financial due diligence, and structure acquisitions to ensure the deal creates value at a price that makes business sense—not just because you won a competitive process.
We map the New York market for businesses that fit your acquisition criteria—revenue size, industry, growth profile, and owner transition motivation—including off-market opportunities before they reach a broker.
Quality-of-earnings analysis, revenue quality assessment, working capital normalization, and liability identification. We find the issues before you sign a purchase agreement.
Asset vs. stock purchase, SBA vs. conventional financing, earn-out design, and integration planning. We structure the acquisition to maximize your return and reduce post-close risk.
INDUSTRIES WE SERVE
Michelet Financial works with business owners in the $1M–$50M revenue range across the industries that drive the New York City economy. Our M&A advisory is tailored to the specific buyer dynamics, valuation benchmarks, and regulatory considerations that define each sector.
Don’t see your industry listed? We advise business owners across all sectors. Call (225) 396-5511 to discuss your specific situation.
FAQ
Start with a confidential conversation. We’ll assess your situation and tell you what we think the right move is — no commitment required.
Book a Confidential M&A ConsultationFree Consultation
100% virtual. Serving clients in all 50 states. Response within 1 business day.
No spam. No pressure. We respond within 1 business day.