Institutional M&A thinking for small and mid-market deals. Whether you’re buying a business, selling yours, or navigating a merger — we bring Fortune-500 deal experience to transactions at your scale.
M&A Advisory Services
Most M&A advisors work exclusively on large deals. We bring institutional-quality M&A thinking to small and mid-market 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. 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 the 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.
The deal is done — now what? Financial systems integration, cultural alignment, operational consolidation, and performance tracking to realize the synergies that justified the acquisition in the first place.
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 the target’s 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.
FAQ
Start with a confidential conversation. We’ll assess your situation and tell you what we think the right move is — no commitment required.
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