M&A Advisory

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The Alliance of M&A Advisors (AM&AA) has a Membership network that spans 25 different countries.
 
We are committed to providing education, networking, and resources for Members who do domestic, international, and cross-border M&A. We connect Leading M&A Professionals To Build Relationships, Share Resources, and Create Value. One such initiative is our Certified Merger & Acquisition Advisor (CM&AA) credentialing program.
 

If you need help finding an M&A advisor, contact the AM&AA.

Business Contact Name
Mark Norman
Office location(s)
Chicago, IL, USA
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Sales Growth
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BlackCap is a metric-driven global manufacturing advisory firm that analyzes and implements financial improvements across the spectrum of a company’s touchpoints (supply chain, operations, engineering, quality, finance, IT/cyber, sales & marketing, etc.). We have deep experience knowing where the “bodies are buried” in many verticals including automotive, medical device, pharmaceutical, food & beverage, packaging, consumer goods, building products, industrial goods, capital equipment, and others, both domestic and international. BlackCap is often engaged to optimize sales channels and expand markets, implement cost reduction initiatives, define and implement digital transformations, and assist in inorganic growth through greenfield and brownfield initiatives.

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Andrew Pulkrabek
Office location(s)
United States (National) and International (Mexico, Germany, Israel, India, UK)
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Bravaldo Capital Advisors is a boutique Atlanta based Mergers & Acquisitions and Corporate Finance Advisory Firm, providing independent economic and financial advice and execution services for lower middle market companies with revenues typically between $10 million $300 million.

From sell-side advisory and exit strategy valuation planning and positioning to growth through acquisition to complete debt restructuring and corporate recapitalization, Bravaldo Capital provides extensive M & A and Corporate Finance services to a broad range of industries.

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Don Bravaldo, President
Office location(s)
Atlanta, Georgia, USA
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Acquisitive strategic buyers (Corporations), Mezzanine lenders and Private Equity Companies want to make the right acquisition for the right price. That’s why the buy-side due diligence process is so important. CBIZ’s Transaction Advisory Services group utilizes a rigorous due diligence methodology involving analyzing and validating financial, operational and strategic aspects of the deal, making it easier for Buyers to structure and negotiate a favorable deal. CBIZ’s Transaction Advisory Services group’s buy-side due diligence services reveal risks and opportunities so Buyers can make an informed decision about how and whether to proceed.

Additionally, Sell-side due diligence could increase your buyer’s trust level and willingness to pay top dollar. But your staff may not have enough time or experience to identify and explore potential issues. And, they may not know how those issues could affect the deal’s outcome. An investment in professional pre-sale due diligence will produce accurate financial information for your buyer and also address operational, technology and human resource issues that could be the difference between a successful sale and a long, potentially contentious transaction process. This is particularly true today, where due diligence efforts have intensified and buyer-identified issues can place a seller in a defensive negotiating position on price and transaction terms.

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Michael Aquino, CPA
Office location(s)
Philadelphia, PA, USA
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Midsized Company ($15-$150M revenues) Leadership and Management
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We are a consulting firm of former chief executives that improves the leadership infrastructure of midsized companies seeking to accelerate their performance. We help these leaders rapidly elevate their game and lead their companies to the next level and beyond.

We work with the senior-most executive at companies or divisions with revenue ranging from $15 million to $150 million that are facing significant opportunities and challenges. Our clients are very talented CEOs and c suite leaders who nonetheless feel they are still learning their craft, realize their company’s performance depends on improving their own performance and want to enhance their skills rapidly and on the job.

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Robert Sher, Founding Principal
Office location(s)
San Ramon, CA, USA
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Thomas Bonney
Office location(s)
Philadelphia, PA, USA
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Other area of expertise
Rapid response accounting and finance leadership firm
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Hollywell Partners LLC (Hollywell) is an accounting and finance consulting firm founded to provide big firm resources for a much greater value. We are here to help with your fractional, interim, and turnaround CFO and Controller needs through to technical accounting & finance, advisory, internal and operational audit, and other assurance services nationally and provide:
+ A mobile, scalable, highly responsive team ready to work through tight deadlines
+ Little in the way of overhead or needless administration costs with significant client, industry, and transaction experience

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Mike Jerman
Office location(s)
Tampa, FL (HQ), working nationally throughout U.S.
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We connect all the best ways to MAXIMIZE Private Business Value!

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Mike Nall
Office location(s)
Milwaukee, USA
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MoneySoft publishes DealSense software for the M&A and Business Valuation communities.
DealSense gives dealmakers a complete financial analysis tool made specifically for the M&A transaction process. DealSense provides wall-to-wall analysis in one system that integrates financial benchmarking, valuation/pricing, deal structuring, financial projections, Free Cash Flow/ROI analysis, consolidated financials, accretive/dilutive analysis and report writing. DealSense automates the report preparation process and creates several different reports including CIMs/Pitchbooks, Teasers, Valuations and others.
DealSense also includes MoneySoft Business Valuation Specialist for advisors who also need to create defensible valuations for tax, litigation support or planning purposes. Get more info and schedule a live demo here: https://moneysoft.com/valuation-and-acquisition-analysis-software

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Matthew Shipley
Office location(s)
Phoenix, AZ, USA
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We are an investment bank focused on mid-market M&A for deals between $25 million and $250 million in size. Based in New York City, we specialize in three sectors: Marketing, Media and Information. Our team of 35 professionals is made up of former operators who have run businesses in these sectors and done a significant number of M&A deals. We are part of Oaklins International, which has offices in 45 countries and 850 investment bankers, so we can provide worldwide coverage of prospective buyers. Founder 26 years ago, the firm has completed close to 450 M&A transactions and valuations.

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Reed Phillips, CEO
Office location(s)
New York, NY, USA
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Corporate, Market, Product, Go-to-Market & Global Operating Strategy

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Jon Kirchner
Office location(s)
Philadelphia, PA, USA
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Other area of expertise
Specialized strategic and transactional services
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Pickwick has emerged as a recognized adviser in the middle market, providing a full range of investment banking services for privately-held companies. Pickwick and our partners take pride in our effective process for creating value for clients. Through our extensive network of qualified buyers and investors, we market our clients to multiple interested parties to find the “outlier” across various markets. We connect people to capital and are focused on providing the highest levels of integrity and value for our clients.

A Security and Exchange Commission (SEC)-registered, and FINRA-member broker-dealer, Pickwick Capital is headquartered outside New York City, with more than 100 senior level professionals across the United States.

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Marty Leclerc, Managing Director
Office location(s)
White Plains, NY, USA
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Financial Due Diligence
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We are CPAs who specialize in M&A and performing financial due diligence on both the buy-side and sell-side of transactions. We work with venture capital, private equity and corporate buyers and sellers.

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Kevin Tomossonie, Founder
Office location(s)
New York, New York, USA
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Joseph H. Huston, Jr.
Office location(s)
Wilmington, DE, USA
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Investment Banking, Sell-side M&A Advisory
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Taureau Group is an independent boutique investment bank providing merger and acquisition services to middle market companies throughout the world. Taureau Group’s team combines the capabilities of large, bulge-bracket investment banks with the service and responsiveness of a middle-market firm.
Taureau Group specializes in transactions that typically involve closely held, founder and family-owned businesses, and private equity firms with transaction values ranging from $15 million to $250 million.

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Ann Hanna
Office location(s)
Milwaukee, WI, USA
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Exit planning and SBA loan prep from $1MM to $5MM
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The Midessa Group is a boutique M&A Advisory Investment firm headquartered in Odessa, TX. We specialize in selling lower to middle-market privately held companies with revenues between $5MM and $100MM in the Oil & Gas Services industry.

Our criteria is simply a starting point for considerations and we encourage you to contact us to share your thoughts and explore opportunities. We offer a complimentary discovery meeting and free opinion of value to our clients.

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Enrique Romero, Managing Partner
Office location(s)
Odessa, TX, USA
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Franchise Consulting & Development; Exit Planning
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Managing Partner, TRANSWORLD Business Advisors of Capital Region..

TRANSWORLD Business Advisors is the world leader in the marketing and sales of businesses and franchises.

Whether you represent an acquisition-minded corporation or are personally interested in owning your own company, Transworld offers professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists.

Three areas of expertise:

Business sales:- We focus on selling your business so you can focus on running your business. The three best things you can do to help get the highest price for your business are to keep good books, maintain profitability throughout the sale process, and advertise to the most prospective buyers. We help you do just that by brokering the entire deal so you can focus on what you do best. And since Transworld spends more on advertising than anyone else in the industry, we will bring you the right buyers.
Franchise Consulting:- For those wanting to start their own business, but wish to have the umbrella of a proven concept and solid support structure, buying a franchise is a perfect fit. Transworld represents over 300 franchises in nearly every industry.

3. Franchise Development:- Many business owners have worked hard to create a great business idea and an attractive image. It’s time, then, to take the next step and expand your business nationally through franchising.

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Hitesh Patel, Business Navigator
Office location(s)
Camp Hill, PA, USA
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We are advisors to closely held family and investor-owned businesses in the manufacturing, technology, real estate, and healthcare spaces. V&R engagements generally last a year or more and are focused on performance improvement, building stronger partnerships and often a recapitalization, for both divestiture and acquisition. We also work with large, often national, not-for-profits as advisors on their M&A, integrations, and sustainability.

Mike Roth is a Founder and Managing Partner of V&R, a management consulting and M&A advisory firm based in Michigan. Mike Roth, Jeff Vlasic, and their now 7 partners have developed a successful M&A Advisory practice that focuses on advising multigenerational and diversely-owned businesses in the healthcare, technology, property and manufacturing spaces through the complicated growth, marketing, sale and earn out phases of a majority sale or “recap.”

Mike favors challenging situations, where leadership or ownership has differing interests and post-sale plans, where a key advisor (often a CPA, FA or attorney) is interested in staying involved through the M&A process, and/or where simply auctioning to the highest bidder and discarding a legacy are not the ideal outcomes. Sell-side focused, and buy-side friendly, the V&R team seeks true partnerships and permanent, not transactional, relationships.

“A CEO-client said it best ‘I trust V&R. They stand behind our people, deliver sustainable solutions, never take credit, and always offer accountability.’ and I couldn’t say it better myself.” -Mike

Business Contact Name
Michael Roth, Managing Partner
Office location(s)
Bloomfield Hills, Michigan, United States