Mergers & Acquisitions

About Us

Morgan & Westfield is a leading M&A firm specializing in business sales, mergers, acquisitions, and valuations for privately owned businesses.

About Morgan & Westfield

We Help Entrepreneurs Successfully Plan and Execute the Sale of Their Businesses

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 up to $10 million in earnings before interest, taxes, depreciation, and amortization (EBITDA), as well as companies with annual revenues up to $100 million. We have completed hundreds of transactions on behalf of our clients in over a hundred industries and represented business owners and buyers in North America, Central America, South America, Europe, and Asia.

Morgan & Westfield has extensive experience in facilitating M&A transactions of various sizes in a broad range of industries. Regardless of sector, size and location, our tailored approach has been defined, developed, and refined over the course of hundreds of successful transactions.

If the buyer of your business is likely to be another company or a private equity group, then our Middle-Market Division is best suited to help you. Because buyers in the middle-market tend to 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.

Our clients consist of privately owned businesses, online businesses, and emerging growth companies. Our clients represent a diverse range of industries at various stages of growth, 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.

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.

We also understand the importance of maintaining confidentiality and security, 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 non-disclosure agreement and work toward full disclosure only with either an offer to purchase or a letter of intent.

We understand that selling a business can be a complex, intimidating, stressful, and time-consuming process. The decision to put your company on the market is a major one — you have devoted a significant amount of time and energy to building, running, and operating your business. Selling your company represents the culmination of years of hard work, dedication, and sacrifice. There’s simply too much at stake to short-cut the sales process.

Our sales process is designed to produce:

  • Multiple, competing offers from a targeted list of prospective buyers including both strategic companies and private equity groups.
  • The best, market-driven offer for our client: the optimal combination of value and other terms.
  • Coordinated due diligence by the buyer with no surprises or changes to the transaction structure or terms.
  • A confidential transaction closing that produces a win-win for both our client and the buyer.

We are equal parts business expert, diplomat, and trusted confidant — an ally you can rely on to act in your best interests from the first buyer inquiry to the day your transaction closes. We have a professional team exclusively devoted to guiding you through this critical transaction.

Each transaction is unique, so we customize the process based on your needs and the size, industry, and type of your business. We don’t assign junior members to your sales initiative. Our specialists understand the markets and bring that expertise to your business. We put our experts on every transaction.

Experience the Morgan & Westfield Difference

Our only specialty is selling businesses. Our mission is to sell your business quickly, for the best price, and to the right buyer. We do not require a one-year, exclusive contract, as do most brokers and M&A intermediaries.

Most important, you can customize your program based on the size, industry, and type of your business. Morgan & Westfield’s multidisciplinary approach allows us to engage financial, legal, and regulatory specialists from appropriate industries and geographic locations to suit your needs, all while maintaining strict professional confidentiality throughout each transaction.

We can help you sell now or in the future.

We can help you sell your business now if the sale is urgent or help you prepare for the sale years in advance, thus maximizing the proceeds from the sale. Act now. Contact us today to see how we can help you navigate one of your life’s most difficult events. There are no obligations.

About UsContact us today to set up a 30-minute call to see how we can help you.

A Roadmap to the Successful Sale of Your Business (152 pages)

A Roadmap to the Successful Sale of Your Business (152 pages)

You could spend a lifetime figuring out how to successfully sell your business and still end up confused or clueless. What if you can stop the guesswork and start taking action now?

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