Our expertise resides in the cross-section of industry wisdom and transactional experience
ADVISORY
ADVISORY
Our strategic advisory expertise resides in the cross-section of industry wisdom and transactional experience.
Here’s how our strategic advisory services can help you
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.
Exit Planning
Exit Planning
Exit Planning
Exit Planning
Strategic advisory valuation service
Strategic advisory valuation service
Strategic advisory valuation service
Strategic advisory valuation service
Restructuring and Special Situations
Restructuring and Special Situations
Restructuring and Special Situations
Restructuring and Special Situations
We provide support for your business transactions by analyzing data, maximizing shareholder value, and helping you navigate
Transaction support services
Corporation finance valuations
Strategic partnerships and joint ventures
TESTIMONIALS
The sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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
TESTIMONIALS
The sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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
TESTIMONIALS
The sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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 sale of VaproShield was uncharted territory for my business partner and me. After 25 years of building the company, it was time to sell our ‘baby.’
We had inquiries and interest from several major, well-known competitors. The Merit team brought process, structure, and invaluable insight into how to successfully navigate the sale. Through a very open and communicative approach led by Merit, a focused group of prospective buyers was developed. This disciplined and thoughtful process resulted in an excellent outcome for both us and the buyer.
The skill and professionalism of the Merit team in guiding us through the entire process were exceptional. I cannot recommend a more qualified, professional group that truly understood our needs in the sale of VaproShield than Merit.”
Mr. Snyder further added that the transaction “validated the importance of having experienced, trusted advisors who know how to manage a keeping all parties aligned toward a successful close.Lee Snyder
Co-Managing Partner of VaproShield
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
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.
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