Highly Focused,
Experienced Team

Norton McMullen Corporate Finance is an M&A firm serving companies that generate $1 million to $5 million in annual profit.

For over 25 years, our founding partners have been helping owners sell, buy and finance businesses. We grew out of Norton McMullen’s accounting practice and its commitment to provide a full array of services to privately held businesses.

In 2011, we incorporated the M&A practice in order to provide a high quality professional service to private business owners. Our team brings a wide range of skills to better serve our clients leveraging our backgrounds in operations, accounting and commercial lending.

Selling Your Business

Helping owner-operators sell their businesses is our primary focus. Our diligent process enables you to continue to run your business while our team coordinates the sales process from pre-market planning to closing. See the detailed sale process breakdown below.

Financing Your Business

Because of our rigorous process, reputation and extensive network of investors, we are called on to help owner-operators secure debt and equity funds for their business needs.

Our team has commercial banking experience and can provide access to a wide range of capital sources including debt (senior, junior and mezzanine) and equity solutions.

Acquiring a Business

We meet with business owners and other M&A advisors to stay connected to new opportunities in the marketplace. Along the way, we selectively work with established businesses that can demonstrate a clear acquisition strategy in a specific industry.

We can provide the dedicated outsourced support needed to identify acquisition targets, negotiate offers and assist in completing the due diligence necessary to close targeted acquisitions.

 

Our Sell-Side Process

Our comprehensive, research-based process ensures that we learn what makes our client’s business successful. This helps buyers better see  the opportunity beyond the numbers, and translates to an industry-leading 95%+ closing rate.

 
Sell-side 7 step-process
 

Step 1: Background Planning

  • We listen to understand your corporate vision and personal goals

  • Discuss your readiness to sell from a tax, financial, organizational and legal perspective

  • Understand the value drivers of your business to recommend the optimal sale structure for you

 

Step 2: Pre-Market Preparation

  • In-person meetings and site visits to gather information on your business and processes

  • Assist you in gathering and organizing upfront your corporate, legal, tax, organizational and financial information for buyer due diligence

  • Analyzing your industry and competitors to identify the ideal type of buyer to maximize the sale value of your business

 

Step 3: Developing the Marketing Package

  • Developing a detailed financial model for investors and lenders

  • Preparing a detailed Confidential Information Memorandum (CIM)

  • Preparing a one page summary for initial prospect conversations

 

Step 4: Targeting Buyers

  • Leveraging our background planning and industry review, we will jointly prepare a buyer list of suitable prospective buyers that can help achieve your desired exit goals

  • We will connect with financial investors and strategic companies operating in your sector. This presents you with various buyer options to choose from

  • All prospects are qualified upfront and will be required to sign confidentiality agreements

 

Step 5: Sourcing & Evaluating Offers

  • Reaching out to targeted buyers and sourcing offers

  • Evaluating offers and reviewing them with you

  • Negotiating terms to provide greater certainty and flexibility

 

Step 6: Negotiating & Closing

  • Negotiating the closing terms & conditions

  • Facilitating buyer due diligence

  • Coordinating your legal and accounting advisors to ensure that you can focus on running your business

  • Closing the transaction

 

Step 7: Celebrating Your Achievement

  • Congratulations!

 
 

Why Us

  • Established reputation and excellence serving business owners

  • Extensive transaction experience across a wide range of sectors

  • A diverse team experienced in operations, accounting and banking

  • Detailed upfront pre-market planning

  • High-touch client service and involvement throughout the entire transaction process

  • Alignment of our fee structure with your desired outcome.