Investment Banking

Strategic Advisory

Our investment banking team is dedicated to helping companies and individuals create business value, sell and acquire businesses, raise equity and debt capital, and evaluate strategic alternatives. We focus on middle-market companies with revenues between $10 million and $350 million. Our expertise spans numerous industry sectors representing a wide range of businesses.

Our investment bankers know that you have options. We’ll help you evaluate them and choose the strategy that best fits your personal and business objectives. We combine senior-level industry experience, proprietary knowledge, research, and merger and acquisition capabilities of a global network of financial services firms.

Investment banking offered through Moss Adams Capital LLC, a fully licensed broker-dealer with FINRA and the SEC.


Representative Transactions

Representative Transactions

From serving as financial advisors during acquisitions on the buy- and sell-side to overseeing recapitalizations, and more, our professionals help guide clients through transactions across a variety of industries. Discover how we’ve helped clients thrive as they moved to the next phase of their business life with an overview of our past successful transactions.


Industry Market Monitors

Industry Market Monitors

Tapping into the most accurate and timely trends, data, and research can help you make more informed and strategic business decisions. Our Industry Market Monitors deliver insight into the ever-evolving market forces that impact your industry so you can make sure your business stays competitive.


Transaction Announcements


Transaction Announcement
Moss Adams, via its affiliate Moss Adams Capital, served as the financial advisor to Falmat, Inc. in its sale to Winchester Interconnect, a subsidiary of Aptiv PLC.

Transaction Announcement
Moss Adams, via its affiliate Moss Adams Capital, served as the exclusive financial advisor to Riverside Physician Network in its sale to a confidential buyer.

Transaction Announcement
Rockmount Research & Alloys, Inc. was acquired by Tricor Pacific Capital, a Canadian, privately held family office founded in 1996.

Insights


Article
Learn the external, internal, and personal factors you should evaluate before deciding to sell your company.

Article
Learn steps to take if you receive an unsolicited offer to purchase your business.

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Family offices founded by individuals with large sums of wealth have shown an increase in activity and appetite for diverse assets.

Article
Effective pretransition preparation can improve the conditions of a sale and help owners and executives meet personal and professional goals.

Article
Conducting transaction preparedness before selling your business could save time, resources, and money—and add value for you and your business.

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Follow these steps to help clarify your organization’s objectives and set the stage for a more successful M&A transaction process.

Team

Our team is comprised of highly experienced senior bankers who are dedicated to the unique needs of middle market companies. The collective experience, diverse background, and results-oriented outlook of this team have shaped an approach that promotes teamwork and a relentless focus to assist you in maximizing your value. Our senior bankers play an active, hands-on role with each client, and are supported by an outstanding team of professionals who bring the highest standards of excellence to our work.