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Coastal M & A

Strategic M&A Advisory for the Next Chapter of Your Business.

Coastal M&A provides confidential, strategic advisory services to business owners, buyers and professional advisors navigating mergers, acquisitions, business valuations and ownership transitions.

New England Expertise. National Reach.

M&A Advisory for Every Side of the Transaction.

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.

Strategic Advice. Meaningful Transactions. Lasting Results.

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.

Your Company’s Next Move Starts Here.
Client Feedback

"They made a complicated process feel manageable."
Coastal M&A brought a level of experience and professionalism to our transaction that gave us confidence from the beginning. They took the time to understand our business, helped us prepare for the process, and guided us through each stage with clear communication and thoughtful advice. We always felt that our interests were being represented.

★★★★★

Michael R.

President & Owner, Manufacturing Company

"They understood what we were trying to accomplish."
From our initial conversations through closing, the Coastal M&A team was focused on understanding our goals and finding the right path forward. Their knowledge of the M&A process and ability to navigate the details made a significant difference. They were responsive, strategic and always available when we needed guidance.

★★★★★

David T.

Chief Executive Officer, Industrial Services Company

"Their guidance went far beyond simply facilitating a transaction."
Coastal M&A helped us look at our business from a different perspective and understand the opportunities available to us. Their valuation expertise, market knowledge and strategic guidance helped us make informed decisions about our next chapter. We appreciated having experienced advisors alongside us throughout the process.

★★★★★

Susan M.

Owner & President, Professional Services Company

"A trusted partner throughout the entire process."
Selling or acquiring a business involves a tremendous number of moving parts, and having the right advisors makes all the difference. Coastal M&A brought structure, discretion and expertise to every stage of our transaction. They kept the process moving while making sure we understood our options and the decisions in front of us.

★★★★★

Robert K.

Managing Partner, Private Investment Group

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.