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.
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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