About Morgan & Westfield

They say selling a business is an art, we’ve turned it into a science.

Our Focus

Companies with annual revenues up to $500 million.

Industry Experience

Morgan & Westfield has extensive experience in facilitating M&A transactions in over a hundred industries at various stages of growth.

Global Presence

We have completed hundreds of transactions representing business owners and buyers in North America, Central America, South America, Europe, and Asia. Morgan & Westfield has developed a deep understanding of global markets and brings that expertise to the table. 

Meet Your Team

Jacob Orosz

President and Founder of Morgan & Westfield

Jacob Orosz is President of Morgan & Westfield, author of numerous articles and books, including The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired, and host of the M&A Talk podcast series. He has over 20 years of experience facilitating mergers, acquisitions, sales, and other business transfers. Jacob has successfully participated in or managed the sale of over 300 privately held companies representing both buyers and sellers.

Jacob has represented clients in North America, Central America, South America, Europe, and Asia. He founded Morgan & Westfield in 2008 and is actively involved in both Main Street and middle-market transactions, assisting domestic and international clients with business sales, mergers, acquisitions, valuations, and exit planning. Jacob focuses on sell-side services and is the leader in many middle-market transactions.

Author of 6 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, Acquired, Food & Beverage M&A.

Host of M&A Talk: Host of the #1 podcast on Mergers and Acquisitions – M&A Talk.

Host of Food & Beverage Talk: Host of the #1 podcast on Mergers and Acquisitions specializing in the food & beverage industry – Food & Beverage Talk.

Emery Orosz

Director of Client Intake

Emery has been working with his son Jacob and the Morgan & Westfield team for 10 years, sharing his expertise in running and managing small and mid-sized companies. He has extensive industry experience, from managerial positions supervising up to 1200 people to working with nationwide franchisors to owning and operating two businesses of his own. He brings this range of knowledge about the small and mid-size business market into each conversation he has with potential buyers and sellers. When he is not working with Jacob, Emery enjoys spending time with his wife and family.

Confidentiality

We understand the importance of maintaining confidentiality.

Hiring an intermediary is the ideal strategy to ensure a smooth, confidential transaction.

At Morgan & Westfield, we have developed consistent strategies to help ensure your transaction remains confidential from beginning to end.

Media

Morgan & Westfield is a professional services firm that specializes in the confidential appraisal and sale of small to mid-sized, privately-owned businesses.