Lutz M&A
Guiding Businesses Through Successful M&A Transactions
Lutz M&A provides expert merger and acquisition advisory services for lower middle market businesses across the country. Whether you're planning a sale, acquisition, recapitalization, or ownership transition, our experienced team offers tailored guidance to help you navigate complex transactions with confidence.
When you’re preparing for a sale, recapitalization, buyout, or new acquisition, the stakes are high. You need advisors who combine technical skill with a deep understanding of the mid-market. At Lutz, you can count on experienced professionals who know how to protect value, minimize risk, and keep your goals at the center of the process.
As one of the largest and most experienced M&A firms in the Midwest, we’re known for our integrity, confidentiality, and ability to deliver outcomes that align with your vision.
Transaction Advisory
We provide comprehensive transaction advisory services tailored to meet the unique needs of lower middle market businesses. Our team goes beyond standard due diligence to help you evaluate, structure, and execute successful transactions.
- Buy-Side Advisory
- Sell-Side Advisory & Full Process Representation
- Due Diligence
- Quality of Earnings
- Purchase Price Allocation
Business Valuation
Our accredited professionals deliver valuations that provide a clear, accurate picture of your company’s worth. We analyze your operations, financials, and industry landscape to give you insights you can trust for planning, compliance, and transactions.
Succession Planning
Your business represents years of hard work and strategic decisions, and its future deserves the same careful planning. We help business owners prepare for ownership transitions with strategies that protect value, reduce tax burdens, and ensure continuity. Our Certified Exit Planning Advisors (CEPAs) partner with you to design a plan that reflects your goals and safeguards your legacy.
Why Choose Lutz?
-
01
Midwest, Lower Middle Market Focus
We understand the unique dynamics of the Midwest and lower middle market, providing insights that national firms often miss.
-
02
Reputation for Confidentiality
We hold ourselves to the highest standards of discretion throughout the entire process, ensuring your transaction remains confidential until you're ready to disclose.
-
03
Decades of Combined Experience
Our team has decades of combined experience guided businesses ranging from start-ups to fifth-generation family-owned companies.
-
04
Accredited Team
Our team has the credentials and expertise to execute each transaction to the highest standards, including CPA, ABV, CVA, and CEPA designations.
Why Choose Lutz?
No two companies or deals are alike. We build strategies that reflect your business, your goals, and your legacy, ensuring you get the maximum value from your transaction.

.jpg?width=300&height=175&name=Mega%20Menu%20Image%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(2)%20(1).jpg)
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)

%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(3)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(4)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(5)%20(1).jpg)
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)