For Entrepreneurs, By Entrepreneurs
Merit Investment Bank is an award-winning, client-focused team of collaborative advisors. We listen to your goals and objectives, then use our deep-rooted experience, relationships, and proven processes to help achieve them.
BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR
CORE VALUES
Our core values reflect what it takes to deliver complex transactions that achieve above-market outcomes. Building a successful business requires confidence, integrity, and grit. We can help you optimize your exit, guide you through the sales process, or find the right acquisition target or investors to grow your business.
Integrity
We commit to delivering our best ideas, best efforts, and best results. We honor our agreements and always pursue our clients’ best interests. We maintain integrity in all relationships to ensure that we are trusted advisors, honest brokers, exceptional colleagues, and respected for the results delivered.
Intelligence
We have the analytical and emotional intelligence to analyze vast amounts of tangible and intangible data and then formulate compelling arguments to advance our clients’ objectives.
Insight
We envision unique solutions by drawing on our decades of experience, and by asking the right questions, in the right way, at the right time. We share the wisdom gained from experience and the lessons learned serving others to create innovative outcomes.
Instinct
We have an aptitude for getting deals done, for analyzing data, for making sense out of chaos, for crafting engaging stories, and for relating well to others, and have the ability to find a way forward where others may not.
Intensity
We like winning for our clients and ourselves.
Integrity
We commit to delivering our best ideas, best efforts, and best results. We honor our agreements and always pursue our clients’ best interests. We maintain integrity in all relationships to ensure that we are trusted advisors, honest brokers, exceptional colleagues, and respected for the results delivered.
Intelligence
We have the analytical and emotional intelligence to analyze vast amounts of tangible and intangible data and then formulate compelling arguments to advance our clients’ objectives.
Insight
We envision unique solutions by drawing on our decades of experience, and by asking the right questions, in the right way, at the right time. We share the wisdom gained from experience and the lessons learned serving others to create innovative outcomes.
Instinct
We have an aptitude for getting deals done, for analyzing data, for making sense out of chaos, for crafting engaging stories, and for relating well to others, and have the ability to find a way forward where others may not.
Intensity
We like winning for our clients and ourselves.
MEET THE TEAM
Our team has over 300 years of collective experience and expertise. Our advisors will work alongside your existing team and remain at your side throughout the entire transaction to deliver great outcomes for clients. Together we have released billions in transaction value while completing hundreds of complex transactions for middle-market entrepreneurs.
Joel Price
Executive Director, Capital Markets and Placement Services
Joel.Price@meritinvestmentbank.com
253-327-1620
LEARN MORE
TESTIMONIALS
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
TESTIMONIALS
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
TESTIMONIALS
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
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.
Jeff Rubenstein
CEO at SmartProcure
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.
Tom Fleck
CEO, GlobalTech
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.
Chris Noorda
President, Noorda BEC
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!
Marco Allegretti
Private Equity / M&A Executive, Atlantia; SpA Managing Director, McKinsey & Co
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.
Bill Adams
CEO and Cofounder, Conscious Leadership
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.
Howard Perea
Co-Owner, RAC Transport Inc.
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.
D. Roberts
EVP, Project Yellowstone
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.
Dave Carr
CPA, Interim CFO
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.
Mike Olson
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.
Keith Jackson
Owner of Industrial Revolution, Inc.
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.
Carl Peterson
Managing Partner, Eisenhower Carlson PLLC
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.
Gary Goeldner
CFO, Apex Linen Service LLC
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.
Walt Maas
Attorney & Partner, Karr Tuttle Campbelle
Get in touch
With offices throughout the United States and serving clients globally, Merit Investment Bank is ready when you are.
info@meritinvestmentbank.com
Phone
(253) 327-1490
Proud Partners
Merit Investment Bank is a proud partner of CDI Global, providing us with a strong international network. This partnership extends our reach, allowing us to source acquisition opportunities across the globe.
CDI Global is a leader in middle-market, cross-border transactions. Our international presence, industry expertise, and market command ensure our ability to help you reach your goals.
Securities are offered through Finalis Securities LLC, member FINRA / SIPC. Merit Investment Bank is not a registered broker-dealer, and Finalis Securities LLC and Merit Investment Bank are separate, unaffiliated entities.
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Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and [Insert DBA Name] along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.