Mergers & Acquisitions

Our sell-side and buy-side investment banking services help business owners grow and protect the value of their businesses. Whether it’s through a sale of the business or helping to manage an acquisition, we’re positioned to support owners through every stage of the transaction process.

Our sell-side advisory services involve working with business owners, private equity firms, and strategic buyers in sale transactions. We guide clients through all stages of the sale process, starting with understanding their personal and business objectives as well as the company’s market value. Our work includes developing a list of strategic and financial buyers; preparing confidential documents and management presentations; due diligence planning and preparation; and soliciting, coordinating, and analyzing offers.

Our buy-side advisory services assist clients who have identified a reason to expand, which is usually determined by whether it’s a good time to enter a new geographic market, expand product or service lines, or acquire a key competitor. Our structured approach includes defining acquisition goals and criteria; performing target evaluation and financial modeling; evaluating and arranging financing alternatives; and developing and assisting with the transaction structure.

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

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