M&A Advisors – Investment Bankers

From its’ founding in 2007, BMI’s mission has been to offer privately held businesses the highest levels of service and results in the M&A industry. The entire BMI team works hard to ensure hiring BMI is the most effective and valuable option for you as a business owner. When selling your business, whether you’re selling now or sometime in the distant future, BMI focuses on business owners’ overall personal goals and success.

We always felt they were looking out for our best interest

“The BMI team gave us their full attention from the first moment of engagement through closing. A business is more than just numbers and BMI listened to our desires and helped us strategize our approach to find the right partner for both the employees and the shareholders. The acquisition process can be a quagmire of pitfalls and unknowns, but BMI guided us through each step. We always felt that they were looking out for our best interest and are confident the company is now in excellent hands and would recommend BMI Mergers & Acquisitions to anyone considering selling or purchasing a business”

Jansen Herr, ATI Corporation

Results-Driven Professionals – Focusing on Your Goals

After years of running, buying, and selling large and small businesses, founders Tom Kerchner and Dave Clark put their expertise to work for privately-held business owners, offering the highest levels of service and results that consistently exceed expectations. All our team members today follow the same ethos.
As seasoned M&A advisors with years of experience at major investment banks and corporations, we also bring firsthand operating experience from running private companies. We understand the heightened confidentiality and emotional aspects of selling your life’s work.
Our experience goes back 40 years and covers hundreds of transactions.

Serving Entrepreneurs and Corporations

Providing transaction advisory services for lower and middle market companies.
Building long-term relationships with clients that emphasize trust and confidentiality.
Executing transactions that enable clients to meet their financial and strategic objectives.

Industry Expertise

National and International Reach

Offices in Philadelphia, New York, Charlotte, Raleigh and Lehigh Valley.
Serving clients across the US and Canada.
Access to buyers from around the world. We have the expertise to find hidden buyers and connect them with your business.

Experience Beyond M&A

Our M&A Advisors have extensive experience in buying, selling, and managing the business acquisition process. They have been directly involved as buyers, sellers, or managers in transactions ranging from $1 million to $500 million. Additionally, they have successfully integrated businesses post-acquisition, assuming responsibility for integration and performance. Our advisors have experience across various industries and have worked with business executives in Fortune 500 companies.

Professional Designations & Affiliations

The BMI team includes industry-certified business brokers and M&A intermediaries accredited by the International Business Brokers Association, the Association of Merger & Acquisition Advisors, and the M&A Source. Several advisors also hold FINRA Series 79 (Investment Banking Representative) and 63 (Uniform Securities Agent State Law) registrations as registered representatives with StillPoint Capital LLC (unaffiliated with BMI). These designations and affiliations provide additional assurances to our clients.

Meet the team