Merger & Acquisition Offering

Experpise for Lower Middle Market Enterprises

Ideal Business Size for an M&A Process:

• Annual Revenue: $5 million and up

• EBITDA: $500,000 and up

• Ownership Structure: Often not owner-operated (or with a strong management team in place)

Common Characteristics of an M&A Process

• Multiple employees and departments

• Scalable operations

• Institutional or investor interest

• Relatively clean financials with limited owner "add-backs"

• Often structured as corporations or LLCs with professional management

Is Your Business Ready for a Merger or Acquisition

Navigating a merger or acquisition requires more than just experience—it demands specialized insight, strategic planning, and a hands-on approach. At Alta Business Advisors, our dedicated M & A professionals deliver tailored services to support every stage of your transaction, whether you’re preparing to sell your business or looking to grow through acquisition.

Customized M &A Support Built Around Your Objectives

Strategic Deal Advisory

Our M & A advisors bring strategic clarity to complex transactions. We help business owners evaluate opportunities, assess risks, and define a plan that supports both immediate goals and long-term growth.

Comprehensive Valuation Expertise

Understanding what your business is truly worth is essential to a successful M & A outcome. Our team uses industry-recognized valuation models and market data to provide accurate, actionable business valuations that stand up to scrutiny.

Market Expansion & Exit Planning

Whether you're entering a new sector or planning to exit your business, our brokers develop custom strategies that reflect your vision, financial targets, and timing. We align each recommendation with your broader business goals.

Buyer Targeting & Positioning

Our M & A specialists craft focused marketing campaigns to reach qualified buyers and investors. By showcasing the strengths and potential of your business, we increase your visibility and enhance buyer engagement.

Deal Structuring & Negotiation

We act as your advocate at the negotiating table—designing deal structures that protect your interests while ensuring a balanced and fair outcome. From purchase terms to post-sale transition planning, we manage every detail.

Transaction Readiness & Due Diligence Support

Our brokers guide you through the due diligence process, coordinating with your legal and financial teams to ensure all documentation is organized, accurate, and delivered on schedule. We minimize surprises and help maintain momentum throughout the deal.

Facilitating Quality of Earnings Reviews

In high-value M & A transactions, quality of earnings (QoE) reviews are essential for financial transparency. While we don’t conduct these reviews in-house, we work closely with trusted third-party providers. We act as a liaison—gathering key financial records and ensuring seamless communication between sellers, CPAs, and QoE analysts. This coordination streamlines the due diligence process and supports a clean, confident transaction.

Your M&A Transaction, Handled with Precision

At Alta Business Advisors, we understand the complexities of selling a business or merging with another company. That’s why our specialized M & A brokers are committed to providing end-to-end service designed to reduce friction, increase clarity, and help you maximize value.

Schedule a confidential consultation

Contact us today to learn how our expert M & A team can help you make the most of your opportunity.

Expert-Led M & A Solutions from Alta Business Advisory