Mergers & Acquisitions Advisory
We get what matters.
An M&A advisor helps you evaluate opportunities, prepare for a transaction, navigate due diligence, coordinate with your other advisors, and negotiate terms through to close. ProDelta serves owners and investors in the lower middle market, generally on transactions under $50 million in enterprise value, where traditional investment banking coverage isn't practical or cost effective.
Sell-side services
- +Valuation and pricing strategy
- +Sale readiness prep, cleaning up and staging the business
- +Pitch decks and marketing materials
- +Buyer sourcing and screening
- +Deal team coordination across attorneys, bankers, CPAs, and consultants
- +Negotiation support
- +Due diligence streamlining
- +Structuring guidance
- +Exit planning
Buy-side services
- +Target identification and outreach
- +Financial analysis and valuation
- +Deal modeling and negotiation support
- +Due diligence coordination
What we focus on
We look beyond the transaction to help clients get their value, not just a number. Our focus is lower middle market, closely held businesses, the segment where owners often can't get meaningful attention from traditional banks, and where the economics of a full investment banking engagement rarely make sense.
Where we add value
- +Evaluating strategic alternatives and timing
- +Assessing value, KPIs, and pricing expectations
- +Identifying and vetting buyers, targets, and providers
- +Managing the due diligence process and data flow
- +Structuring and negotiating transaction terms
- +Risk identification and mitigation
- +Transaction structure and proceeds optimization
- +Coordinating with attorneys, CPAs, and other advisors
Are you a broker or investment bank?
ProDelta is an advisory firm, not a traditional investment bank or brokerage. Our work centers on valuation, deal readiness, financial analysis, and coordinating the moving pieces of a transaction. When a deal calls for licensed brokerage or investment banking support, we'll connect you with a trusted broker or banker to take it from there.
- +Energy & Natural Resources
- +Technology & SaaS
- +Manufacturing & Distribution
- +Construction
- +Business & Residential Services
- +Professional & Service Businesses
- +Retail
- +Restaurants & Beverages
- +Dental
- +Cannabis, Casinos & Spirits
- +Specialty Sectors
How we work
- +Direct senior involvement from start to finish
- +Clear, practical guidance through the process
- +Flexible level of involvement based on what you need
- +Central coordination across all parties, we quarterback the deal so nothing falls through the cracks
- +Fee structures built around the reality of your situation, size, scope, and how involved you need us to be
Who we work with
- +Business owners and entrepreneurs
- +Investors and private equity groups
- +Family offices
- +CPA firms
- +Attorneys
- +Wealth advisors
- +Corporate finance teams
What does an M&A advisor do?
An M&A advisor helps clients evaluate opportunities, prepare for transactions, navigate due diligence, coordinate other advisors, assess valuation considerations, negotiate terms, and manage the transaction through to close.
Do you work with both buyers and sellers?
Yes. ProDelta supports both buy-side and sell-side clients, including valuation, financial analysis, diligence support, deal modeling, and transaction execution.
How do I know if my business is ready to sell?
Readiness comes down to a few concrete factors: financial performance, reporting quality, revenue consistency, customer concentration, management depth, and how well-documented your operations are. Owners who start addressing these areas before going to market, rather than after buyers start asking, generally get better outcomes and fewer surprises during diligence.
What is deal readiness?
Deal readiness is the work of preparing a business for a transaction before it goes to market: organizing financial records, reviewing key performance metrics, identifying and addressing risks, building out diligence and marketing materials in advance, and clarifying what outcome you actually want from a sale.
Do I need a valuation before buying or selling a business?
Not always, but valuation analysis is one of the most useful tools in a transaction. It helps set realistic pricing expectations, strengthens your position in negotiations, and clarifies whether a proposed deal structure actually gets you what you want.
What is the difference between an asset sale and a stock sale?
The right structure depends on what the buyer and seller are each trying to achieve, and the tax, legal, accounting, financing, and risk considerations tied to each option. ProDelta can help evaluate the financial and valuation implications alongside your tax and legal advisors.
What is a quality of earnings analysis?
A quality of earnings analysis evaluates how sustainable and reliable a company’s earnings actually are, looking at revenue trends, margins, one-time adjustments, recurring items, and working capital to identify anything that could affect transaction value.
What is due diligence?
Due diligence is the process of evaluating a business before a transaction closes, and can cover financial, operational, tax, accounting, legal, technology, human resources, and strategic considerations. ProDelta helps prepare for and coordinate this process.
Can you help evaluate acquisition opportunities, or find buyers and targets?
Yes, on both sides. ProDelta works with buyers, investors, and family offices to evaluate acquisition opportunities, including target evaluation, financial analysis, valuation considerations, diligence coordination, deal modeling, and strategic fit assessment. On the sell side, we support private transaction processes with buyer identification and screening, introductions, pitch decks and book running, and managing information flow throughout.
Can you work alongside our lawyer, CPA, banker, or wealth advisor?
Yes. Transactions almost always involve coordination across multiple advisors. ProDelta often takes on the role of quarterbacking the deal, aligning the work of attorneys, CPAs, lenders, wealth advisors, and other professionals so nothing falls through the cracks.
How are M&A advisory engagements structured?
Support can be structured hourly for targeted, transaction-specific work, or as a retainer for an ongoing advisory relationship spanning multiple deals or a longer strategic timeline. The right structure depends on where you are in the process and how much ongoing involvement makes sense for your situation.
What makes ProDelta different from a traditional transaction advisor?
We love working with lower to middle market companies, the deals and businesses that don’t always get the attention or economics to justify traditional broker or banker coverage. It is where we do our best work, and even when a broker or banker is part of the deal, we’re focused on protecting your economics and making sure you have someone in your corner throughout the process.
Considering selling your business or buying one?
ProDelta can help you achieve the outcome you're after, whether that's maximizing value, preserving what you built, or taking care of your people. Parting ways with your business is always more than a number. Reach out to admin@prodeltaconsulting.com