M&A Services

We bring the marketing process and expertise of a boutique investment bank to the middle market.

Lutz M&A provides comprehensive M&A services that are not widely available to smaller businesses. Our team of seasoned professionals with significant transaction experience will take the time to understand your business.  We will prepare detailed marketing and financial materials that will draw maximum interest from prospective buyers.  You can count on senior level attention, confidentiality, and professionalism every step of the way.

When setting the stage for M&A, we can help identify key issues early in order to devise a transaction strategy that enables deals to proceed smoothly.  From the initial planning and marketing stages, to tax consulting and deal structuring, we have your best interest in mind.  If you are just beginning to contemplate a sale, we can help with an action plan to prepare you for when the time is right.  We understand that smart strategic and financial moves are critical to your success, and they become even more important as you prepare to sell your business.

Our marketing process maximizes business value by identifying the right buyers, and cultivating heightened interest, urgency and competition among prospective suitors.  Lutz M&A will take a hands-on approach to get to know your business beyond the financial statements.  We will learn about your operations, competitors, products, people and markets.  This allows us to create a compelling story so that we can find the most suitable buyer, both financially and culturally.

Let us help you navigate the complex world of M&A, so that you can avoid the land mines.  We will work with urgency to complete your transaction.  Whether you seek an aggressive timeframe or you want to develop a long-term roadmap, our team will design a plan and put that plan into action.  Having negotiated transactions from both buy-side and sell-side perspectives, we know what it takes to get deals across the finish line.


Lutz M&A Service Offerings:

  • Sell-Side Advisory: Our bread and butter, we can represent your business in a sale transaction.
  • Buy-Side Advisory: Assist with finding, negotiating, financing, and closing acquisitions.
  • Recapitalizations: Access to capital partners for a minority investment.
  • Valuations and Appraisals: Financial opinions for corporate finance, tax, estate, and litigation needs.


To begin, we would like to offer you a complimentary meeting.

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