BMI Mergers & Acquisitions

Results Driven Professionals – Meeting Your Goals

We are experienced M&A Advisors, Brokers, and Investment Bankers specializing in facilitating the sale of companies with revenues ranging from $3 million to $150 million. Our confidential process is designed to attract a large pool of qualified buyers, including regional, national, and international entities, ensuring maximum value and options for founders and business owners.

More buyers - better offers - more options
Business Brokers - Confidential

Confidential – Secure Process For Your Protection

Our first priority is to protect your business. With our experience in dealing with all types of buyers, we identify and neutralize threats, and shield your employees, customers, and suppliers.

  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.All buyers are screened and required to sign a non-disclosure agreement (NDA) before identifying the client.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Clients pre-approve the buyer outreach plan.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.The NDA includes protections for confidentiality and non-solicitation.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Due diligence requests are scrutinized for necessity and potential threats.

Custom Marketing Process

Tailored to Your Unique Business

Managing the Process: Successfully selling or acquiring a business requires focusing on every step, from initial planning to identifying qualified buyers, all the way through post-closing integration. Our experienced M&A Advisors manage the entire business sale process, allowing you to focus on running your business. This approach helps maximize business value and ensures successful transactions. There are three distinct phases comprising 15 steps:

  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Phase I – Assessment, Valuation, Analysis of Personal Needs, Sell or Hold Decision
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Phase II – Marketing – Develop Marketing Book, Blind Teaser, Marketing Strategy, Buyer Prospecting, and Evaluation
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Phase III – Negotiating, Closing the Transaction – Letter of Intent, Deal Structure, Due Diligence, Purchase Agreement, Closing, Post-Closing Assistance
custom marketing process
“It is abundantly clear that we made the correct selection when we were considering whom to choose to take us through the process” 
Bill Gregory, Owner, Ecco/Gregory Inc.
Two business professionals shaking hands, representing trust and confidentiality in M&A services.

The BMI Difference

  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Extensive industry knowledge.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.We build long-term relationships with clients, emphasizing trust and confidentiality.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Custom go-to-market plan tailored to the uniqueness of each business.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Extensive, thorough, and persistent buyer outreach, with 3 to 15 offers per engagement typically received.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.We execute transactions that align with your personal, financial, and strategic objectives, all while prioritizing your needs and preferences.
  • !Font Awesome Free 6.5.1 by @fontawesome – https://fontawesome.com License – https://fontawesome.com/license/free Copyright 2023 Fonticons, Inc.Timing when it’s right and best for you.

The BMI Team

Our engagements are led and managed by seasoned veterans with up to 40 years of experience in business sale and acquisition. Our team includes investment bankers, brokers, and business managers who not only handle the buying and selling of businesses but also the post-closing integration.

Our advisors have successfully built their own management consulting, growth consulting, ecommerce, and IT services businesses. They have experience across diverse industries, including electronics manufacturing and software. Some team members have worked at Fortune 500 companies such as Procter & Gamble, Arrow Electronics, Ford, Merrill Lynch, and Hershey Foods.
 
Certain advisors hold industry certifications such as M&AMI and CMAA, as well as FINRA registration Series 79 Limited Investment Banking* for M&A.

BMI Team skydiving
Business Brokers M&A Advisors Philadelphia

Our services

Sell-side advisory

Assisting business owners in the sale of their company, including finding buyers, marketing the business, obtaining offers, managing due diligence, and leading negotiations.

Buy-side advisory

We work with corporate strategic and private equity companies in implementing their growth through acquisition strategies and locating companies available for sale, including those not on the market.

Business Sale Preparation Advisory

Whether your plans to sell are 3 months or 3 years in the future, we can assist you in preparing your business to maximize value and attract the largest pool of buyers.

Market valuations

We provide valuable insights into how your company will be valued by buyers, leveraging our extensive experience, daily buyer interactions, and historical databases.

Industries

While we have sold businesses in many industries, the following are our areas of greatest depth and experience.

  • Manufacturing & Distribution

  • Software & Technology Services

  • Construction and Building Services

  • Business Services

  • Electronics

  • Home Care & Imaging Services

Most Recent News and Insights

  • Construction Sector M&A Update: Heavy Civil Contractors

    Excavators loading dump trucks on a construction site, representing heavy civil construction activities.

    In 2024, we observed a significant increase in M&A deal activity in the lower middle market for specialty trades contractors and, specifically, for heavy/civil construction contractors. In this update, we look back at year-over-year deal activity, including 2024 for heavy/civil contractors, share examples of recent deals, and consider what makes these companies attractive to buyers.…

  • Construction Industry Valuations and EBITDA Multiples (Revised December 2024)

    While several business valuation methods exist, EBITDA multiples are frequently used to determine approximate business value in a sale transaction. Multiples can vary widely by industry and within industry segments, and the construction industry is no different. The data and experience tell us that only premium-quality businesses are achieving extraordinary valuations in the construction industry.…

  • Byrne Chiarlone LP Acquired by Elmsley Capital

    BMI Mergers & Acquisitions Successfully Guides Fabrication and Machine Shop Business Through Transaction Philadelphia, PA—BMI Mergers & Acquisitions, a leading advisory firm specializing in sell-side M&A for privately held businesses, is proud to announce the successful sale of Byrne Chiarlone LP, a Chester, PA-based metal fabricator, to Chicago-based Elmsley Capital. BMI was retained by Byrne…

  • Business Broker vs M&A Advisor vs Investment Banker

    Venn diagram comparing Business Brokers, M&A Advisors, and Investment Bankers, highlighting overlaps and differences in roles.

    An estimated 10,000 business intermediaries operate across the U.S., helping business owners sell their companies under various titles such as Business Broker or Investment Banker.  As advisors in the lower middle market, we have been referred to as business brokers, advisors, and investment bankers by our clients and their attorneys and accountants, highlighting how these…

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