M&A Advisors
Your trusted advisor for every step of the M&A process
Advisors who put your goals first
Navigating the M&A market is something many private businesses only do once, yet doing so carries significant future consequences for both the shareholders and the company. As the company’s trusted advisor, we leverage the full breadth of experience of Aldrich and our trusted partners to optimize both value and economic terms to meet your objectives.
Learn more below about how Aldrich Capital Advisors can help you through your merger or acquisition.
Buy-Side and Sell-Side Advisory
Aldrich Capital Advisors specializes in serving the needs of privately-held companies. As the company’s representative, we leverage our experience to optimize both value and economic terms to meet our clients’ objectives.
Whether you’re looking to acquire new businesses or to realize a full or partial sale, we provide a high-touch approach and guidance in preparation for transition and a successful close.
Growth Capital
Companies that seek to make acquisitions or pursue other growth opportunities do not always have the funds readily available to execute on management’s strategy. Our team can help you think through solutions to execute on your vision.
Recapitalization
As a main source of their personal wealth, private business owners may desire to realize some liquidity without exiting the company. A common situation arises when inactive partners wish to sell while active owners wish to stay.
Aldrich Capital Advisors assists owners with strategic options to best match all owners’ desire for liquidity with ongoing control and involvement with the business.
Marketing Your Business
The business-for-sale marketplace is unregulated and often disorganized. There is no multiple listing service, no centralized, structured source that participants in the marketplace can rely on. To further complicate the task, the process relies upon confidentiality — selling the business without telling anyone it’s for sale.
Because of these factors, there is no “cookie cutter” approach that works for every business. Each owner must begin with a marketing plan that is unique to their specific needs. Our professionals will help you create a marketing plan that determines what makes your business attractive to buyers, who the likely buyers are and how to find those potential buyers and motivate them to purchase.
Meet Our Professionals
Partner
Carl Pinkard, CFP®, CEPA®
Aldrich Wealth LP
Since 2002, Carl has specialized in working with high-net-worth families and business owners, providing financial planning and consulting services. As a Certified Exit Planning Advisor (CEPA), he spends time with our clients as they prepare their businesses for a transition and helps them plan for the impact that will have on their personal financial goals…. Read more Carl Pinkard, CFP®, CEPA®
Carl's Specialization
- Business owners
- High-net worth families and individuals
- Certified Financial Planner™
- Certified Exit Planning Advisor (CEPA®)
- Medical practitioners
- Financial planning and consulting services
Looking for support or have a question?
Contact us to speak with one of our advisors.
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