Forward-Thinking Bankers Who Get Deals Done
Work with industry experts who know how to take you and your business into the future you want. We’ll help you position your business to create the most value for the right buyers or investors.
BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR
AWARDS
4 time winner
TOP 25
AXIAL’S Q2 2022 Lower Middle Market Investment Banking League Tables
2022
winner
M&A Awards - Midsize Deal
($50MM - $249MM)2021
TOP 20
AXIAL’S Q2 2021 Lower Middle Market Investment Banking League Tables
2021
WINNER
Boutique Investment Banking Firm of the Year
2021
WINNER
Information Technology Deal of the Year
2021
TOP 20
AXIAL’S Q1 2020 Lower Middle Market Investment Banking League Tables
2020
WINNER
M&A Excellence awards - CEO of the Year awarded to J. Craig Dickens
2020
WINNER
The M&A Advisor's Emerging Leaders Awarded to Nick Devaney
2019
SERVICES
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.
M&A
We manage a Merger from inception through completion so our clients can maintain business focus while achieving the most desired outcome.
Capital
Our capital markets advisors work alongside your corporate team to design optimal capital structures to fit your business model. We will then present the opportunity to the capital markets to identify the most favorable pricing and terms.
Advisory
Our strategic advisory expertise resides in the cross-section of industry wisdom and transactional experience. We provide support for your business transactions by analyzing data and maximizing shareholder value, and helping you navigate: Transaction support services, Corporation finance valuations, Strategic partnerships and Joint ventures.
M&A
We manage a Merger from inception through completion so our clients can maintain business focus while achieving the most desired outcome.
Capital
Our capital markets advisors work alongside your corporate team to design optimal capital structures to fit your business model. We will then present the opportunity to the capital markets to identify the most favorable pricing and terms.
Advisory
Our strategic advisory expertise resides in the cross-section of industry wisdom and transactional experience. We provide support for your business transactions by analyzing data and maximizing shareholder value, and helping you navigate: Transaction support services, Corporation finance valuations, Strategic partnerships and Joint ventures.
DRIVING IMPACT WITH INTENT
Billions of transaction value delivered to our clients and Hundreds of completed deals.
Offices
+
Countries
+
Transactions
1973
Founded
INDUSTRIES WE SERVE
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.
Technology
As fellow technology entrepreneurs and executives, we understand the dynamics that you’re dealing with. Whether you’re arranging growth capital to fund innovation or selling the unique business you’ve created, our goal is to deliver the future you want.
While traditional banks focus on transactions, we focus on our clients’ business and personal goals. Whether you’re in eCommerce, cloud technology, software, hardware, cybersecurity, or automation (or any combination thereof), we have the insights and relationships to unlock the value of your business.
Consumer
Merit Investment Bank’s dedicated Consumer team helps business owners maximize value. Whether selling a company, raising capital, or making an acquisition, we are focused on creating long-term relationships and achieving transformational results for our clients. We always start at the beginning — understanding your own goals and “deal breakers” — to develop and ultimately execute the next stage of your strategy, together.
There’s a reason so many consumer companies have selected Merit Investment Bank to serve as their investment banking advisor: we know what it takes to secure game-changing outcomes.
Industrial
We listen to your business goals, identify the gap between your current state and your desired future state, and then work with you to get you there.
If you are seeking liquidity or looking to buy a competitor, we’ll help you navigate the complex transaction process and remain at your side until the deal is done.
Our goal is to deliver the future you want.
Business Services
We partner primarily with founders and management teams to
help them create liquidity, accelerate growth, and navigate complex strategic events including mergers, acquisitions, recapitalizations, and capital raises
With a global footprint through our partnership with CDI Global, Merit provides clients access to international capital sources, foreign buyers, and cross-border acquisition opportunities.
A&D
We partner closely with founders, entrepreneurs, and shareholders to create liquidity through business sales or recapitalizations, accelerate growth through strategic acquisitions, secure capital, and navigate complex strategic events. With deep transaction experience and long-standing relationships across strategic buyers, private equity firms, and defence-focused investors, we deliver thoughtful, high-impact advice tailored to the regulatory, technical, and mission-critical nature of the A&D industry.
Infrastructure
The infrastructure industry is rife with challenging factors, many of which are unique to the industry – fixed budget constraints, bonding, project accounting, regulatory matters, competitive bidding, etc. Understanding these and other factors helps us negotiate advantageous terms and deliver exceptional client outcomes.
Whether you’re in construction, energy, civil, or MEP, we have the expertise you need to get your deal done.
Technology
As fellow technology entrepreneurs and executives, we understand the dynamics that you’re dealing with. Whether you’re arranging growth capital to fund innovation or selling the unique business you’ve created, our goal is to deliver the future you want.
While traditional banks focus on transactions, we focus on our clients’ business and personal goals. Whether you’re in eCommerce, cloud technology, software, hardware, cybersecurity, or automation (or any combination thereof), we have the insights and relationships to unlock the value of your business.
Consumer
Merit Investment Bank’s dedicated Consumer team helps business owners maximize value. Whether selling a company, raising capital, or making an acquisition, we are focused on creating long-term relationships and achieving transformational results for our clients. We always start at the beginning — understanding your own goals and “deal breakers” — to develop and ultimately execute the next stage of your strategy, together.
There’s a reason so many consumer companies have selected Merit Investment Bank to serve as their investment banking advisor: we know what it takes to secure game-changing outcomes.
Industrial
We listen to your business goals, identify the gap between your current state and your desired future state, and then work with you to get you there.
If you are seeking liquidity or looking to buy a competitor, we’ll help you navigate the complex transaction process and remain at your side until the deal is done.
Our goal is to deliver the future you want.
Business services
We listen to your business goals, identify the gap between your current state and your desired future state, and then work with you to get you there.
If you are seeking liquidity or looking to buy a competitor, we’ll help you navigate the complex transaction process and remain at your side until the deal is done.
Our goal is to deliver the future you want.
A&D
We listen to your business goals, identify the gap between your current state and your desired future state, and then work with you to get you there.
If you are seeking liquidity or looking to buy a competitor, we’ll help you navigate the complex transaction process and remain at your side until the deal is done.
Our goal is to deliver the future you want.
Infrastructure
We listen to your business goals, identify the gap between your current state and your desired future state, and then work with you to get you there.
If you are seeking liquidity or looking to buy a competitor, we’ll help you navigate the complex transaction process and remain at your side until the deal is done.
Our goal is to deliver the future you want.
WHY CHOOSE MERIT
As fellow entrepreneurs, we know building a successful business requires confidence, integrity, and tenacity. We work hard to be trusted advisors who deliver deals worthy of the unique business you’ve created. Our goal is to deliver the future our client envisions.
Firsthand entrepreneurial experience that informs every recommendation
Deep understanding of your aspirations and long-term goals
Sharp gap analysis between current state and desired future outcome
Tailored exit or growth strategies built around your business
Strong network of strategic and financial partners to drive outcomes
Partnership with CDI Global providing us with a strong international network.
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
SUCCESS STORIES
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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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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.