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There are many business owners who have built excellent companies in the $5 million - $50 million space, often referred to as the “lower middle market”. When your company is larger than a traditional “main street” deal, you don’t have to turn to a slick-talking, three-piece suit, New York investment banker to sell your company if that’s not your style. It is important to find a M&A Advisor who aligns with your values, that you personally connect with, and is qualified to handle your more sophisticated and complicated transaction.
Our team brings a common sense, client-centered, straight-talking approach to the world of Mergers and Acquisitions. We like working with business owners who care about their employees, customers, and their legacy. Learn more about our ideal client here.
Jennifer Smith Broeckling, our M&A Advisor, is board certified in mergers and acquisitions (CMAI designation) and has completed M&A deals in various industries. She is a creative problem-solver who has the experience necessary to structure win-win deals. Jennifer and our team help you navigate the complicated process from the offer to the closing. Learn more about our team here.
Connect: schedule a confidential and complimentary discussion
Value: determine what your business is worth
Engage: partner with us to find the right buyer or we can work with a buyer you source
Close: transition ownership
Selecting the right M&A Advisor for a deal in the lower middle market space is vital. You want to make sure that you have someone looking out for your best interests, is a creative dealmaker, and has connections with private equity groups and/or family offices who may be likely buyers for the business. Jennifer was once described as “part angel, part pitbull”…meaning that she gets the job done with a smile, but will fight for you to get the best deal possible.
Our team is here to provide comprehensive guidance throughout the entire process.
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