M&A advisors who run lower mid-market sales on one platform
Lower mid-market deals of 2 to 20 million USD move through a structured process: teaser, NDA, CIM, indications of interest, management meetings, LOI and confirmatory diligence. CompanyBrokers gives advisory teams the listing, buyer qualification, data room and reporting tools for each stage, and gives owners a place to find M&A advisors who handle companies their size.
- TK Principal Admin 18
- RS Advisor Editor 7
- LM Analyst Editor 4
- PD Assistant Viewer 0
For M&A advisory firms
- Blind teasers with EBITDA, revenue, margins and deal type
- NDA e-signature and buyer qualification before the CIM is released
- Data rooms per mandate with folder permissions, watermarking and an audit log
- Team pipeline with stages from teaser to closing and owner reports
- Branded deal pages on your own domain
- 10 seats with roles on Brokerage, custom seats and SSO on Enterprise
For owners looking for M&A advisors
If your company earns more than about 1 million USD in EBITDA, an M&A advisor usually runs a broader, competitive process than a Main Street broker, with outreach to private equity groups, family offices, search funds and strategic buyers. Value your company first, then ask to be matched with advisors who handle your industry and size.
Buyers in the lower mid-market
- Private equity groups making platform and add-on acquisitions
- Independent sponsors with committed capital partners
- Search funds acquiring one company to run
- Family offices with long holding periods
- Strategic buyers adding a product line or territory
Buyers on CompanyBrokers set criteria by industry, EBITDA range and region, and receive matching teasers by deal alert.
How M&A advisors are paid
Most combine a monthly retainer or an engagement fee with a success fee at closing, often on a sliding scale such as a modern version of the Lehman formula. Retainers are frequently credited against the success fee. Read more on business broker fees.
M&A advisor or business broker
Below roughly 2 to 5 million USD in value, priced on SDE and sold to an owner-operator, a business broker is usually the right fit. Above that, with a management team and EBITDA as the measure, M&A advisors run the process. Some firms do both.
Plans for advisory teams
Brokerage is $399 per month or $199 per month billed yearly ($2,388) with unlimited listings, 10 seats, branded pages, unlimited data rooms, team reporting, feed export and priority matching. Enterprise adds SSO, custom seats, an SLA, invoicing, a security review and API feed sync. See pricing and security.
What size companies do M&A advisors handle
Most lower mid-market advisors work with companies earning about 1 to 10 million USD in EBITDA, or 2 to 50 million USD in enterprise value. Main Street brokers handle smaller owner-run companies.
Can buyers see our teasers without an NDA
They see the blind teaser only. The CIM, the company name and the data room open after the NDA and your approval.
Do you support watermarking
Yes. Documents viewed or downloaded from data rooms carry a repeated watermark with the viewer's email.