M&A Advisor vs. Investment Banker: Who to Pick?

Описание: This guide provides a detailed comparison between M&A advisors and investment bankers to help California business owners navigate the sale of companies generating $2M to $50M in revenue.

It highlights that M&A advisors are typically the superior choice for smaller, owner-led exits that require strict confidentiality and a hands-on approach.

Conversely, investment banks are recommended for larger, more complex transactions exceeding $50 million where a broad auction process is necessary to maximize value.

The text also outlines critical regional considerations, such as California privacy laws, tax clearances, and specific escrow practices essential for a successful closing.

Furthermore, it offers a practical decision framework based on deal size, regulatory complexity, and the owner’s desired level of control. Across various industries, the resources aim to help sellers understand fee structures, timelines, and the importance of sell-side readiness.

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Hello, I'm Andrew Rogerson, Rogerson Business Services

Andrew Rogerson helps the owners of privately held businesses with valuing and brokering the sale of their businesses throughout California.

Additionally, Andrew is a business owner who has been operating for 40+ years, including successfully owning and operating five businesses.

Andrew is a Certified Mergers & Acquisition Professional (CM&AP), Mergers & Acquisition Master Intermediary (M&AMI), Lifetime Certified Business Broker (LCBB), author of 4 books, and is available for speaking presentations on request.

Andrew helps business owners in California value and sell their business in the Lower Middle Market, or with Gross Revenue between $1 million and $100 million.