Strategic Acquisition Opportunity of a M&A Boutique Firm
Asset Sale Description
Established M&A Boutique Firm - Asset Sale Opportunity
A rare opportunity to acquire the valuable assets of a successful boutique M&A advisory firm with nearly 25 years of operation in the thriving Southern U.S. market. Founded in 2002, this established practice has built a distinguished reputation serving clients in industrials, distribution, and business services sectors.
Core Business Assets:
The firm has successfully represented nearly 100 clients across M&A transactions, valuations, and private capital services. The acquisition includes proprietary transaction methodologies, comprehensive client files, established relationships, and specialized industry expertise developed over two decades of operation.
Unique Value Proposition:
The firm employs a distinctive advisory approach specifically designed to maximize ROI capture for clients, differentiating it from standard industry practices. This proven methodology has consistently delivered successful outcomes across buy-side and sell-side engagements.
Strategic Advantages:
• Prime positioning in one of America's fastest-growing regions
• Extensive track record with nearly 100 successful client representations
• Proprietary processes and methodologies
• Established client relationships and potential pipeline
• Deep sector expertise in high-demand industries
• Comprehensive historical deal data and client files
Transaction Structure:
Asking price of $250,000 for this asset sale, with seller preference for cash at closing though financing options remain open for discussion. The retiring Managing Director will provide extensive transition support during a defined integration period, including detailed explanations of methods, processes, client files, and operational systems.
Ideal Acquisition Candidates:
This opportunity suits established financial services firms, experienced M&A professionals, or investment groups seeking immediate market entry or expansion in M&A advisory services with a proven platform and established client base.
Seller Motivation:
The Managing Director is retiring from the M&A profession after a successful career, creating this strategic acquisition opportunity.
A Confidential information memorandum available for qualified interested parties that sign a Nondisclosure Agreement.
A rare opportunity to acquire the valuable assets of a successful boutique M&A advisory firm with nearly 25 years of operation in the thriving Southern U.S. market. Founded in 2002, this established practice has built a distinguished reputation serving clients in industrials, distribution, and business services sectors.
Core Business Assets:
The firm has successfully represented nearly 100 clients across M&A transactions, valuations, and private capital services. The acquisition includes proprietary transaction methodologies, comprehensive client files, established relationships, and specialized industry expertise developed over two decades of operation.
Unique Value Proposition:
The firm employs a distinctive advisory approach specifically designed to maximize ROI capture for clients, differentiating it from standard industry practices. This proven methodology has consistently delivered successful outcomes across buy-side and sell-side engagements.
Strategic Advantages:
• Prime positioning in one of America's fastest-growing regions
• Extensive track record with nearly 100 successful client representations
• Proprietary processes and methodologies
• Established client relationships and potential pipeline
• Deep sector expertise in high-demand industries
• Comprehensive historical deal data and client files
Transaction Structure:
Asking price of $250,000 for this asset sale, with seller preference for cash at closing though financing options remain open for discussion. The retiring Managing Director will provide extensive transition support during a defined integration period, including detailed explanations of methods, processes, client files, and operational systems.
Ideal Acquisition Candidates:
This opportunity suits established financial services firms, experienced M&A professionals, or investment groups seeking immediate market entry or expansion in M&A advisory services with a proven platform and established client base.
Seller Motivation:
The Managing Director is retiring from the M&A profession after a successful career, creating this strategic acquisition opportunity.
A Confidential information memorandum available for qualified interested parties that sign a Nondisclosure Agreement.
Detailed Information
- Years in Operation
- 23
- Facilities & Assets
- 1. Trade name, logo & tag line
2. Website
3. Service mark /copyright for M&A services
4. Educational content for live events for Sellside & Buyside M&As
5. Online training course*
6. Server files for clients, prospects, processes
7. Network contact information for referral sources, clients & prospects covering multi-state region
8. Custom built engagement dashboard with extensive detail on COIs
9. Vision+Mission+Culture large plexiglass wall board
10. Valuation templates
11. Business development strategies
12. Report covers with logo /embossed logos
About the Sale
- Transition Support
- Managing Director will offer assistance during an defined integration period whereby he makes himself available to explain methods, processes, models, client files, etc.
- Seller Motivation
- Retirement from M&A Profession
- Financing
- Open to discussion, but prefer cash at close
Listing Info
- ID
- 2387092
- Listing Views
- 214
Listing ID: 2387092 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
