Morgan & Westfield is a leading M&A firm specializing in business sales, mergers, acquisitions and valuations for privately-owned businesses. Our transaction focus is on lower middle market companies that produce between $1,000,000 and $5 million in EBITDA, or companies with annual revenues from $5-50 million.

If the buyer of your business is likely to be another company or a private equity group, then our Middle-Market Division can help you. Buyers in the middle-market have significant experience acquiring privately-held companies. Having our Middle Market Division on your side helps steady the negotiating table and levels the playing field.

Through our network we are able to leverage buyer databases, industry specific knowledge, and administrative support of our system. We are unique in our capacity to bring extensive financial, legal, managerial and entrepreneurial experience to the table. Our team members have completed hundreds of transactions on behalf of our clients.

Our middle-market team is highly process-driven and focused, but not to the extent of being formulaic. We understand when a fresh approach is needed in order to gain and optimize value from a transaction.

We understand the importance of maintaining confidentiality, so information about your business is shared with potential buyers in stages only as their level of interest heightens. We do not disclose confidential information without a signed Confidentiality Agreement and work toward full disclosure with either an Offer to Purchase or a Letter of Intent.

Our clients represent a diverse range of industries including manufacturing, distribution, business services, retail, and technology firms. Due to the unique nature of our firm, all middle market clients have the opportunity to work closely with an experienced team of business intermediaries, many of whom have previously owned or managed their own middle market companies, and are experienced in the process of bringing middle market opportunities to the marketplace.

Morgan & Westfield’s multi-disciplinary approach engages financial, legal and regulatory specialists from appropriate industries and geographic locations to suit the client’s needs, and maintains strict professional confidentiality throughout each deal.