Our Services

Solutions Tailored to Your Goals

Buy-Side M&A Advisory

Divest with confidence trust an advisor who puts you first.

M&A Advisory (Sell-side)

Sell your business confidently and achieve maximum value.

Strategic Acquisitions

Expand your portfolio with smart, growth-focused acquisitions.

Divestitures & Carve-outs

Support in separating and selling non-core business units.

Integration Planning & Execution

Ensuring smooth, value-driven post-merger integration.

Valuation & Due Diligence

Clear, accurate assessment of value, risks, and financials.

Private Equity Partnership / Co-Investment

Deal support and opportunities aligned with PE strategies.

Cross-Border Transactions

Guidance on international M&A complexities and execution.

Special Situations / Restructurings

Strategic solutions for distressed or complex business challenges.

Experience That Delivers Results

Senior debt, private credit, mezz, and equity introductions—run like an institutional process, sized for the lower middle market.

What You Get

A lender/investor-ready package, targeted outreach, and a clean path from “soft interest” to signed commitments.

Specifically built for: 

Buying a business with a clear operator plan but need reliable capital formation

Sponsors with human constraints in capital procurement for a deal under LOI

You have a deal too big for SBA, too small for bulge-bracket attention

Tired of “warm intros” that don’t convert into real term sheets

Help with capital when you are active in QofE and DD 

Every engagement is led with intention, discretion, and a personalized plan.

Independent Sponsor Capital Raising — Typical Fee Matrix

Ranges below reflect common market outcomes for lower-middle-market acquisitions. Final pricing depends on deal size, complexity, timeline, and whether we’re raising one tranche or the full capital stack.

Success fee (typical) Retainers often credited Funded vs. committed negotiable Seller rollover typically excluded
Capital Type Typical Fee Range Most Common Structure When It Fits Best Notes / Watch-outs
Senior Debt (Bank) 0.50% – 1.50% Success fee at close Conservative leverage; strong DSCR; clean diligence Often lowest cost; process depends on bank appetite and collateral profile
Senior Debt (ABL / Hybrid) 0.75% – 1.75% Success fee + lender process management Inventory/AR-heavy businesses; working capital swings Borrowing base mechanics matter; ensure covenants match seasonality
Private Credit / Unitranche 1.00% – 2.00% Success fee (sometimes tiered) Need speed/certainty; leverage above bank tolerance Expect lender OID + legal fees; clarify “fee on funded” language
Mezzanine Debt 2.00% – 3.00% Success fee + structured term negotiation Fill the gap without giving up control; complex stacks Often includes warrants/kickers; define economics clearly up front
Preferred Equity 2.50% – 4.00% Success fee + terms process Need flexible capital without senior leverage constraints Define pref coupon, redemption, and control rights; avoid hidden vetoes
Common Equity (Family Office / HNW / Sponsor-friendly funds) 3.00% – 5.00% Success fee; sometimes tiered by check size Repeatable LP relationships; platform-building strategy Negotiate tail period, exclusivity, and what counts as “introduced”
Small Equity Raises (sub-$10M EV deals) 5.00% – 7.00% Higher success fee; smaller minimums Smaller checks require more outreach and follow-up to close Common to include a minimum success fee ($75k–$250k typical)
Common commercial terms to set early:
(1) Fee on funded vs. committed capital • (2) Tail period (12–18 months common) • (3) Exclusions (seller rollover, management rollover, pre-existing relationships) • (4) Retainer crediting and minimum success fee • (5) Exclusivity scope and duration.

Aligned Interests. Transparent Process.

We operate with a client-first mentality.

That means:

Clear communication at every stage

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No hidden agendas

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No unnecessary complexity

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Access to the Right Capital, Investors, and Partners

Raising capital isn’t just about securing a check—it’s about aligning with partners who understand the business, the industry, and the long-term strategy. The wrong lender or equity partner can slow growth, impose restrictive covenants, or create friction at critical decision points. The right partners, on the other hand, provide not only capital but flexibility, speed, and the ability to support future acquisitions or expansions.

Our process focuses on fit as much as funding. We target lenders and investors who regularly finance businesses in your size range, sector, and capital structure, and who have a track record of closing. By running a structured outreach process and qualifying interest early, we help independent sponsors build a capital stack that works not just at closing, but through the hold period and beyond.

What We Raise (and how) 

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Senior debt (bank / ABL / cash-flow term loan)
Best for conservative leverage and lowest cost of capital.

Private credit / unitranche
Best when speed, certainty, or leverage requirements exceed bank appetite.

Mezzanine / preferred equity
Best when you need additional leverage without giving up control.

Equity (family offices, HNW, sponsor-friendly funds)
Best when you need flexible terms and repeatable capital partners.

How We Work

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1) Capital stack strategy (week 0–1)
We pressure-test EBITDA, leverage, collateral, covenant tolerance, and DSCR.

2) Investor/lender-ready materials (week 1–2)
Capital memo, sources & uses, pro forma, downside case, lender deck addendum.

3) Targeted outreach + term sheet process (week 2+)
We run a controlled process: outreach → NDA → data room → IOIs → term sheets → credit.

4) Closing support
We coordinate lender Q&A, diligence requests, and final documentation flow.

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

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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.

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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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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Mergers and Acquisitions

Frequently Asked Questions

What is a mergers and acquisitions advisory firm?

A mergers and acquisitions (M&A) advisory firm helps businesses buy, sell, or merge with other companies by providing expert guidance throughout the transaction process. These firms assist with valuation, deal strategy, financial analysis, negotiations, and managing the entire deal lifecycle to ensure clients achieve the best possible outcome.

How do you find potential acquisition targets?

Potential acquisition targets are identified through market research, industry analysis, and deep sector networks. Advisors evaluate companies based on strategic fit, financial performance, and growth potential. They also use proprietary databases, direct outreach, and industry relationships to source high-quality opportunities.

What are the benefits of a merger or acquisition?

A merger or acquisition can accelerate growth by expanding market reach, product offerings, or capabilities. It creates opportunities for cost efficiencies, synergies, and stronger competitive positioning. It also enables companies to gain talent, technology, and operational scale more quickly than through organic growth.

How long does the M&A process typically take?

The M&A process typically takes 6 to 12 months for most transactions.
Smaller or straightforward deals can close in 3–6 months.Complex deals with extensive due diligence, regulatory review, or multiple stakeholders may take 12–18 months or longer.

What is due diligence and why is it important?

Due diligence is a detailed investigation of a company’s financial, legal, and operational health before an M&A transaction. It helps identify risks, validate information, and ensure the business is accurately represented. This step is essential for making informed decisions and protecting both parties in the deal.

What happens to employee benefits during a merger or acquisition?

During a merger or acquisition, employee benefits are reviewed to determine which plans will continue, change, or be consolidated. Companies aim to align benefits across the new organization while maintaining fairness and compliance. Employees are typically informed of any updates and transition plans to ensure clarity and stability.

How is the value of a company determined during mergers and acquisitions?

Good tax planning is key. Some strategies include: maximizing eligible deductions/credits, choosing the appropriate tax regime, structuring income/investments efficiently, and ensuring compliance to avoid penalties. We guide you with lawful, up-to-date approaches tailored to your situation.

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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?