Forward-Thinking Bankers who Get Deals Done
Work with industry experts who know how to take you and your business into the future you want. We’ll help you position your business to create the most value for the right buyers or investors.
Client-Focused TRANSACTION Experts:
WE ARE NOT JUST FINANCIAL ENGINEERS AND MARKET MAKERS; WE ARE TRUSTED ADVISORS WHO WILL LISTEN TO YOUR BUSINESS AND PERSONAL GOALS, THEN DEPLOY OUR PROFESSIONAL TRAINING, DECADES OF EXPERIENCE, GLOBAL RELATIONSHIPS, AND PROVEN PROCESSES TO CRAFT THE OUTCOME YOU DESIRE.
Capture the value of your intellectual property, proprietary solutions, innovative business model, assembled team, customer and vendor relationships, market position, and future earnings, via strategic partnerships, growth equity, recapitalization or M&A. We’ve delivered billions of dollars for technology entrepreneurs and their investors.
Gain liquidity for the value built over years of investment in equipment, people, processes, and established vendor and customer relationships, by aligning your business with the right strategic partner or private equity investors. Our professionals have been operators of manufacturing and distribution businesses, and as dealmakers, we have the experience needed to deliver premium outcomes.
Fund growth or finance shareholder transition via innovative deal structures with public/private partnerships (P3), strategic acquisitions or debt/equity recapitalization. We understand the challenges of funding or selling a project-based business as well as the complexities of proving sustainable value. We will help build your business case and present it to the right people to access the liquidity you require.
Access growth capital or extract value from the sale of a consumer-facing business by leveraging insightful market intelligence, deep sector expertise, and a large pool of potential buyers or investors. Accelerate growth via acquisitions or strategic repositioning of a brand or transition to online marketplaces. Our professionals have the industry expertise and dealmaking experience to position a brand or business model to attract premium values.
We Get Results
Transaction value delivered to our clients
What our clients are saying
Meet Our Clients
"The team at Merit Investment Bank works hard and puts in a lot of time and energy. And because of that, they're talking to people with a lot more sincerity than just putting out a deck. They went deeper and not only understood our strategy, but they understood how to pitch the right strategy to the folks on the other end of the transaction. They explained our business so a potential suitor understood how it could be integrated into their business.
Merit Investment Bank thought of a more strategic transaction and they built a better story. It's what's created more offers and what made the offers higher."
"Merit Investment Bank not only did everything they promised, they provided significant strategic guidance required to help us navigate the path of getting this transaction across the finish line. Their patience, tenacity, and professionalism when things got tough was the difference in completing this transaction for us."
“I greatly appreciated Merit Investment Bank’s expertise and guidance throughout this process and appreciated, even more, their attention to the intangible things that were important to me and my company beyond just getting a deal done.”
“I enjoyed working with Merit Investment Bank—they made an enormous contribution in such a complex but successful transaction. I would be happy for the chance to give a reference in the future for what a great job they did!”
"I wanted to work with an Investment Banking firm that was going to be able to understand our business, get to know me and my team, and then not only help us secure the investor, but help us find the right investor because they understood what we really needed. We got that and more with Merit Investment Bank. Their strategic guidance, patience, and diligence were critical in getting this transaction finished, and was the difference maker in this process.”
"We are thrilled with the outcome Merit Investment Bank delivered for our family through the sale of the business. With their guidance, we were able to unlock significant shareholder liquidity while positioning the employees of the company for continued success within a growing platform.”
"We hired Merit Investment Bank over other investment bankers because of the responsiveness to our questions, aggressive approach to winning, persistence in following-up, and the many creative ideas the team presented. Merit Investment Bank added significant value beyond just running a process."
"Unlike many investment banks I've worked with during my career, Merit Investment Bank was attentive at all stages of our transaction, which really made a difference in achieving a great outcome."
“Through the broad auction, Merit Investment Bank got us another 75% above the offers that originally came in. We still have a piece of the company and I’m still able to run it. I feel good that our key employees are going to be secure in the future. It’s a win-win for everybody.”
"The team at Merit Investment Bank have provided invaluable assistance in stabilizing and growing my company. They’ve helped with both short-term challenges and long-term planning. Their experience running multiple businesses like mine and vast network of contacts have brought value to my company and to me personally. If you want help taking your business to the next level, I highly recommend Merit Investment Bank."
"As a business/transactional attorney, I have had the opportunity to work with many investment bankers in the M&A arena. The Merit Investment Bank team is, without question, the best in the local middle-market space. They make clients feel comfortable by both listening to and provide thoughtful advice for legal counsel. Most importantly, they are able to negotiate a great deal.
Quite refreshingly, Merit Investment Bank puts the needs of the client above closing a deal – something very rare in the M&A world. I give my highest possible recommendation to the Merit Investment Bank team."
"The Merit Investment Bank team has provided my company with professionalism and valuable counsel on multiple transactions. They listened to our needs, and as business operators themselves, they understood the opportunities open to us and the challenges we faced to grow. They fought hard for us at every stage. We would absolutely look to them for our future investment banking needs."
“The Merit Investment Bank team has extensive M&A and capital-raising experience in the middle market, both as investment bankers and entrepreneurs. They are great to have on an engagement team and are committed to helping clients succeed, whether buying or selling a business or sourcing capital to scale a growing business.”
"The Merit Investment Bank team was invaluable in several transactions involving a niche consumer products company where I served as CEO. The Merit Investment Bank team is talented, well-disciplined, and rolls up their sleeves to work alongside management to get the work done. With their controlled approach, management can continue to focus on the business for the benefit of all involved. I certainly would recommend Merit Investment Bank & Company and will choose to work with them again.”
Your Trusted Guides
As fellow entrepreneurs, we know building a successful business requires confidence, integrity, and tenacity. We work hard to be trusted advisors who deliver deals worthy of the unique business you’ve created. Our goal is to deliver the future our client envisions.
Here’s how we do it:
Step 1 – We listen to your aspirations. What are your goals for your business, your employees, your family, yourself?
Step 2 – We identify the gap between your current state and your desired future state and create a tailored exit or growth strategy for your business.
Step 3 – We leverage our experience and extensive relationships to connect you with the right strategic or financial partners to achieve a successful outcome.
Step 4 – We work alongside your existing accounting, financial planning, and legal advisors to ensure a smooth transaction process from beginning to end. Our approach is collaborative and reliable.
We provide strategic merger and acquisition guidance, corporate finance solutions, and value-enhancement services to boost your business’s growth, create an exit plan and deliver liquidity.
Mergers and Acquisitions
Access capital to fund growth, make acquisitions, restructure your balance sheet, fund a management buyout, facilitate family share transfers, buy out partners, or pursue other corporate initiatives.