Steve Brodhead

Introduction

MICRO-MIDDLE MARKET™ M&A ADVISORS

The inspiration for the founding of The M&A Group US was to address the apparent lack of market expertise, and depth of service capabilities, afforded the lower middle- and micro-middle market™ throughout California & the Western U.S.

The collective experience and unique market insight of our Principals’ led us to identify the emerging market need for Fortune 500 level Investment Banking and transactional expertise specifically targeted toward companies with gross revenue in the $5-50 million range and above.

Our Principals collectively possess 78-years of privately held business management and transactional experience, and years of successful micro-middle market transactional experience among them. All are former C-suite professionals in the private sector, with advanced degrees in business and/or finance.

The M&A Group recognized that many sole practitioner and Main Street business brokers lack the experience, resources and expertise to facilitate getting larger, more complex transactions successfully completed. From solicitation, dealing effectively with other trusted advisors such as Attorneys and Accountants, opining on the enterprise value, packaging and marketing the business, marketing them to our exclusive network of intermediaries, private equity groups and high net worth financial buyers and, if necessary, marketing them externally through a targeted approach that hits the Perfect Buyer Bulls-eye vs. a scattered/shotgun approach that hits all that happen to be in the way, most of which have neither the financial resources nor acumen to consider such a transaction.

Our research indicated that larger middle-market Investment Banking firms tend to either ignore the lower- to micro-middle market segment of the market altogether, or when times get tough, took these assignments on for a quick-hit in fee revenue and relegate them to junior associates, “new hires” or recent MBA grad’s. Clients expressed to us a preference not having their businesses be a learning laboratory for trainees. Our further research found that micro-middle market business owners’ are typically entrepreneurial, they are self-made and seek experience (we’ve actually heard “prefer grey hair”) in their M&A advisors, and are suspicious when they are confronted with too much education coupled with too little or no experience.

The M&A Group US’s collective years of varied industry experience presents a logical and natural solution unlikely matched by any equivalent resource in the market.