mergers and acquisitions advisory

Oakland, CA

Based in Oakland, our office serves as your gateway to West Coast opportunities — combining deep local insight with global reach. Whether you’re seeking growth capital, planning a strategic acquisition or exit, or exploring a recapitalization, we deliver tailored, discreet and effective advisory services for private and public companies alike.

What We Offer

Our Oakland practice provides a wide suite of services designed to support companies at various stages — from growth to exit — across sectors:

Sell-Side M&A Advisory — Full exits, majority or minority recapitalizations, divestitures or strategic sales.

Buy-Side M&A Advisory — Acquisition support for strategic or financial buyers, target sourcing, valuation, structuring and closing.

Growth Capital & Financing Advisory — Equity, debt, or hybrid capital solutions to support expansion, working-capital needs, or balance-sheet optimization.

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Recapitalization, Debt Restructuring & Refinancing — Helping companies restructure debt, recapitalize, or reposition their capital-stack for stability and growth.

Valuation & Strategic Financial Advisory — Company valuations, financial modeling, exit-readiness analysis, and long-term strategic planning.

Cross-Border & Institutional Investor Access — For companies targeting growth, acquisition, or recapitalization with global or institutional capital — leveraging our broad investor network.

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Why Partner Us

Boutique-level service, institutional-level access — Personalized advisory with deep market and investor network access.

Multi-industry expertise — Background working with clients across diverse industries including technology, biotech, manufacturing, retail, services, and more.

Full-service transaction support — From initial valuation to deal structuring, negotiation, due diligence coordination, and closing — we manage the full lifecycle.

Confidentiality & Integrity First — We prioritize discretion, transparency and alignment with your business goals.

Location Details

Here When You Need Us

Advisors available in multiple regions to support your goals.

Headquarters —

7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

Phone —

(479) 391 2529

Who We Serve

Mid-market to upper-mid-market privately-held or public companies looking for strategic exits, recapitalization or growth capital.

Business owners or founders exploring partial or full exit, recapitalization, or successor planning.

Investors, private equity firms, or strategics seeking acquisition targets or co-investment opportunities.

Companies needing structured financing — whether for expansion, acquisitions, refinancing, or working-capital optimization.

How We Work

Initial Confidential Consultation

We begin with a private discussion to understand your business, long-term goals, ownership aspirations, and timing expectations. This helps us define the right strategic direction from the start.

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Strategic & Financial Assessment

We conduct a focused review of your financials, capital structure, market position, and growth or exit readiness. This allows us to identify opportunities, constraints, and the most viable strategic paths.

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Tailored Advisory & Structuring

Based on your objectives, we design a customized advisory plan—whether it involves a sale, acquisition, capital raise, restructuring, or a hybrid strategy. Every recommendation is aligned with maximizing value and reducing risk.

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Market Access & Execution

We leverage our network to introduce you to qualified investors, buyers, lenders, or acquisition targets. Our team manages outreach, negotiations, due diligence, and deal execution to ensure a smooth, efficient process.

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Post-Transaction

After closing, we remain available to support integration, recapitalization needs, governance planning, or preparation for future strategic initiatives. Our goal is to help you sustain momentum and long-term value.

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We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.

Access to the Right Buyers, Investors, and Partners

We maintain strong relationships across strategic buyers, private equity groups, family offices, and international investors.

This network enables us to connect clients with the right counterparty — not just any counterparty — ensuring better fit, smoother negotiations, and stronger valuation outcomes.

Focused on Your Legacy and Long-Term Value

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We help protect what you’ve built, preserve your vision, and position your organization for continued growth under new ownership or direction.

The Result

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A clear, disciplined, strategic process — driven by a team that is fully invested in the outcome.

PEOPle

Our Leadership

Robert Hild

Chairman & CEO

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Curtis Case

Co-founder & Managing Director

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Michael Vanderslice

Managing Director

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John Norton

Managing Director

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Matthew Latimer

Managing Director & General Counsel

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Trevor Hill

Managing Director

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Chris Sheppard

Managing Director

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Stephen Q. Spencer

Managing Director

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Jeff Jones

Managing Director

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Regan Sander

Managing Director

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Nick Gunn

Managing Director

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Katie Hecox

Director of Talent Acquisition

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Kevin Outcalt

Managing Director

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Jeff Zanardi

Managing Director

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Madison Brown

Managing Director

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Ivan Trindev

Vice President

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Blake Ponuick

Managing Director

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Victor Koosh

Managing Director

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Paul Humphreys

Managing Director

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Brad Bodenman

Managing Director

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Joe Smith

Managing Director

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Curt Jacey

Managing Director

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Kenneth H. Johnson

Managing Director

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Neil Paschall

Managing Director

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Tami Fratis

Managing Director

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Ron Huff

Managing Director

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Mary Kate Bierly

Marketing Director

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Devesh Sharma

Managing Director

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George E. Gifford

Senior Advisor

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Zack Hsieh

Associate

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Garrison Glisson

Associate

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Sara Morgan

Business Development Coordinator

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Daniel Nicklaus

Managing Director

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David Pickard

Managing Director

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Resources & Insights

Stay Informed with the Latest M&A Perspectives

Explore All Insights
Category Name

How evolving market trends and global shifts are redefining deal-making

Deal Spotlights 
 |  
04 Nov, 2025
Category Name

Essential insights to boost valuation, attract the right

Deal Spotlights 
 |  
04 Nov, 2025
Category Name

Essential insights to boost valuation, attract the right

Deal Spotlights 
 |  
04 Nov, 2025
Category Name

Essential insights to boost valuation, attract the right

Deal Spotlights 
 |  
04 Nov, 2025

We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.

Careers

Advance Your Career in M&A

At Mergers & Acquisitions, we’re always looking for talented professionals who are passionate about helping clients achieve exceptional outcomes.

32K+
Goldman Sachs: Empowering People Worldwide
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Apply for Exciting Opportunities Across Our Global Offices
95%+
Clients Consistently Recognize Our Team for Excellence and Expertise

Headcount and external application data as of 2024; insights from the 2023 Biennial Client & Stakeholder Survey, representing feedback from a broad cross-section of the firm’s global client base.

Expert Advisory

Why Choose MergersandAcquisitions.net for M&A Advisory Services?

We specialize in providing expert mergers and acquisitions (M&A) advisory services to businesses looking to scale, diversify, or realign their growth strategies. With a proven track record in guiding both acquiring and target companies through each stage of the M&A process, we understand the intricacies involved in structuring deals that maximize value and create sustainable growth.

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White Papers & Reports

Gain strategic insights from our latest research and analysis designed to guide your next move

2025 M&A Outlook Report

Explore global deal trends, valuation shifts, and industry forecasts shaping the next wave of mergers and acquisitions.

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Private Equity Insights

Discover how private equity investors are adapting to changing market conditions and emerging growth opportunities.

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Post-Merger Value Creation Guide

Learn proven strategies to unlock synergy, streamline integration, and maximize post-deal performance.

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Get exclusive insights and analysis from our advisory team — designed to help you stay ahead of the market.

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Enter new markets with confidence
Focused & Confidential
We manage each engagement with discretion and precision, minimizing disruption while maximizing buyer interest, competitive tension, and deal outcomes.
Deep Market Expertise
With decades of deal-making experience across industries, we bring sharp market insight and rigorous analysis to every transaction, helping you make confident decisions.
Aligned Incentives
Our compensation structure ensures our goals are tied to your outcomes—when you succeed, we succeed—creating a partnership built on performance, accountability and trust.
Strategic Advisory
We provide tailored M&A, capital raising, and corporate finance solutions designed to align with your long-term business objectives and maximize value at every stage.
Ready to Explore a Strategic Exit or Capital Raise?