
Companies
Acquirers
Professional Advisors

Companies
Considering a sale, succession planning or other strategic transition?

Acquirers
Looking to acquire a company or expand through strategic acquisition?

Professional Advisors
Have a client facing a business valuation, ownership transition or potential transaction?
More Than a Transaction.
A Strategic Process.
Coastal M&A helps business owners and buyers navigate complex transactions with strategic guidance, experienced counsel and a focus on lasting value.
Experienced Advisors
Our team of Certified Business Intermediaries and experienced M&A professionals brings deep transaction knowledge, industry insight and a strategic approach to every engagement. We work closely with business owners and buyers to navigate complex transactions.
New England Roots. National Reach.
Deep understanding of the New England business community combined with a broader acquisition network. Connections to strategic acquirers, private equity, family offices and qualified buyers nationally.

M & A Advisory
Preparation, negotiation, structuring and guidance through closing.

Sell Side M & A
Positioning and representing business owners through confidential transactions.

Buy-Side M & A
Identifying, evaluating and pursuing acquisition opportunities.

Business Valuations
Independent, strategic valuation services for transactions and ownership decisions.

Strategic Transitions
Independent, strategic valuation services for transactions and ownership decisions.

Transaction Advisory
Preparation, negotiation, structuring and guidance through closing.
Coastal M & A
More Than a Transaction.
A Strategic Process.
From the first confidential conversation through closing and transition, here is how a sell-side engagement unfolds.

01
Confidential Conversation
We learn about your company, your goals and your timing, under a confidentiality agreement from the start.
02
Valuation & Readiness
An independent view of value, plus a candid look at what could help or hurt the company in the market.
03
Positioning & Materials
We build the story of the company and the confidential materials buyers will review.
04
Buyer Outreach
Discreet outreach to qualified strategic buyers, private equity, family offices and other acquirers.








