mergers and acquisitions advisory

The Challenge

San Diego’s business landscape is growing, but accessing the right capital or navigating a transaction is rarely straightforward.

Founders often face unclear valuation expectations, limited investor networks, and time-consuming processes that distract from running the business.
Whether you're preparing for a sale, raising funds, or evaluating strategic alternatives, the complexity of financial negotiations, due diligence, and deal structuring can create uncertainty and stall momentum.

Our Solution

We simplify the path forward by providing founders and business owners with clear, actionable guidance and a structured process from day one.
Our team helps you understand your options, quantify your value, and connect with qualified investors or buyers.
With a balance of strategic insight and hands-on execution, we manage outreach, negotiations, and documentation — enabling you to focus on your business while we drive the deal toward a successful outcome.

What We Do

Growth & Expansion Capital: Supporting companies in securing the right mix of equity, debt, or hybrid capital to fuel growth.

Sell-Side Advisory: Guiding business owners through full or partial exits with a structured process designed to maximize value.

Buy-Side M&A Support: Helping buyers identify opportunities, assess fit, and execute acquisitions aligned with strategic goals.

Recapitalization & Debt Advisory: Improving capital structure through refinancing, restructuring, or new debt solutions tailored to your needs.

Valuation, Strategy & Long-Term Planning: Providing clear valuation insight and strategic guidance to support smarter long-term financial decisions.

Capital Raising

We assess your business stage, financial profile, and growth objectives — then structure and source the optimal capital solution (equity, debt, or hybrid). Whether you’re seeking working capital, funding for expansion, or financing to support an acquisition, we connect you with institutional investors and lenders whose goals align with yours, and guide the process from initial structuring through term negotiation.

M&A Advisory

Whether you’re pursuing an acquisition or planning to sell, we manage the full transaction lifecycle — from identifying potential targets or buyers, evaluating fit, to negotiating terms and closing the deal. Our expertise across deal-structuring, valuation, due diligence, and negotiation allows us to maximize value while minimizing risk, making sure every step aligns with your strategic objectives.

Strategic Financial Advisory

We help you build a robust financial strategy geared for long-term value creation. That includes readiness planning, optimizing capital stack for efficiency, and aligning financial structure with your growth targets. Additionally, we provide guidance on working-capital management, cash flow optimization, and financial planning to support sustainable growth.

Comprehensive M&A-Support Services

Beyond raising capital or executing deals, we offer end-to-end transaction support — including valuation, due diligence, risk assessment, deal structuring and post-transaction integration planning. Our goal is to provide clarity and confidence at every stage: whether you’re tapping new capital, merging, acquiring or repositioning, we deliver strategic insight, operational guidance and financial discipline for optimal outcomes.

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

Why San Diego Businesses Choose Us

Experienced middle-market advisors

Institutional + private investor access

Clear, transparent process

Local insight with national reach

Complete confidentiality and professionalism

Our Process

Initial Discussion

We begin by understanding your goals, timeline, business profile, and key priorities. This helps us define the right approach and establish a clear roadmap.

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Strategic Assessment

We analyze your options — whether capital raising, a sale, an acquisition, or a blended strategy. This stage includes evaluating market conditions, valuation expectations, and the feasibility of each path.

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Execution

We manage the full execution process: preparing materials, engaging investors or buyers, coordinating due diligence, negotiating terms, and guiding the transaction through to a successful close.

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Ongoing Support

After the deal, we continue to support your long-term goals with integration guidance, financial planning, and strategic advisory to ensure sustained value creation.

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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
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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.

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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?