Million Dollar Round Table (MDRT)
OCTOBER 10, 2023
Kyle Atkins, CLU, CFP What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to achieve. ” Then if we know the whys, we can help build the exit strategy and/or the merger strategy to where everything works together.
Axial
JANUARY 30, 2024
Visit FOCUS Investment Banking’s Profile “The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising for middle market clients. Our partners have unparalleled experience, with involvement in over 200 sales and mergers since 1979.
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Axial
OCTOBER 26, 2023
” Visit Woodbridge’s Profile “True North Mergers & Acquisitions advisors serve business owners from across the country who want to sell companies that generate annual revenue between $5 million and $150 million.”
Axial
MAY 4, 2023
These league tables can serve as an information resource for business owners and investment firms who are actively seeking to hire a vetted M&A advisor to assist them in navigating exit strategy. Our partners have unparalleled experience, with involvement in over 200 sales and mergers since 1979.
Axial
JULY 27, 2023
CA 11 Gleason Advisors PA 12 ACT Capital Advisors WA 13 Vercor GA 14 EBB Group TX 15 Sun Mergers & Acquisitions NJ 16 New Direction Partners PA 17 Marshall-Stevens CA 18 Cornerstone Business Services, Inc. ASA has 25 years experience in Mergers, Acquisitions, and corporate exits.”
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