Our Services

Whether you are Buying a Business, Selling Your Business or want to secure your legacy through Exit & Succession Planning Services, we’ve got you covered.

Comprehensive M&A Solutions for the Middle-Market

We specialize in guiding middle-market businesses through critical financial transitions. Our expert team delivers tailored M&A solutions that maximize value while staying aligned with your business goals and identity.

YOUR TRUSTED m&a PARTNER, EVERY STEP OF THE WAY

We specialize in guiding middle-market businesses through critical financial transitions. Our expert team delivers tailored M&A solutions that maximize value while staying aligned with your business goals and identity.

Step 1: Build a Value-Focused Foundation

We begin with a thorough analysis of your business or investment goals. For sellers and those planning exits, we identify key value drivers and growth potential. For buyers, we assess acquisition criteria and strategic fit. Our middle-market expertise allows us to uncover hidden value and address industry-specific challenges, ensuring a solid foundation for any transaction or succession plan.

Step 2: Prepare a Value-Driving Strategy

Next, we develop a customized strategy to amplify your value, whether you’re positioning your business for sale, preparing for an acquisition, or planning for succession. This step includes in-depth financial analysis, strategic valuation, and creation of compelling materials. Our industry-specific insights inform every aspect of preparation, positioning you for success in the market.

Step 3: Strategic Outreach

During the outreach process, we leverage our extensive network and industry knowledge, ensuring your goals are communicated effectively to the right audience. For sellers, we target potential buyers that align with your value proposition. For buyers, we identify acquisition targets that meet your criteria. And when it comes to succession planning, we help you engage key stakeholders throughout the planning process.

Step 4: Expert Negotiation & Due Diligence SUPPORT

Our customized deal team leads negotiations with a focus on maximizing value, whether you’re on the buy-side or sell-side. For succession planning, we help structure agreements that satisfy all parties. We handle deal structuring, oversee due diligence, and proactively address issues, drawing on our integrated financial acumen to secure optimal outcomes. And importantly we’ll guide you through the tax implications of the deal structure to ensure you maximize your after-tax outcome.

Step 5: Execute a Smooth Transition

As we approach closing or implementation, we’ll coordinate closely with legal and tax advisors to preserve and enhance your value and the integrity of the transaction. Our support extends beyond closing—we provide post-deal integration guidance for buyers and sellers and ongoing support for succession plans, ensuring long-term success no matter which side of the deal you sit on.

Throughout this process, our approach combines deep market understanding, tailored strategies, and comprehensive support. We build long-term relationships with our clients, often advising them years before and after a transaction or succession event to continuously enhance business value.

By choosing Mercadien Capital Advisors, you’re gaining a strategic partner committed to maximizing value throughout your entire M&A or succession planning journey.