Advisory - PE Firms

CEO Advisor, Inc. provides a range of services to Private Equity firms, including A) Partnering with and referring clients for equity investments; B) Retained Buy-side Acquisition Advisory Services for bolt-on acquisitions to portfolio companies as a full service; C) Retained Buy-side Acquisition Advisory Services for new portfolio companies as a full service; D) Sell-side Mergers and Acquisitions Advisory Services and E) Preparation and turn-around/clean-up advisory services for companies declined by Private Equity firms to re-introduce the company to the PE firm after the clean-up and advisory services.

Private Equity Firm - Retained Buy-side and Sell-side M&A Advisory Services

With over 160 years of experience and expertise, our advisory firm works closely with Private Equity firms, and our seasoned professionals and completely transparent process is a tremendous differentiator from other M&A firms.

I. Retained Buy-side Acquisition Services to Accelerate the Growth of Your Corporation or Existing Portfolio Companies and Acquire New Portfolio Companies:

  • CEO Advisor, Inc. provides a full service for buy-side acquisitions using our highly seasoned team of M&A professionals.
  • Our completely transparent process coupled with our experienced team ensures you receive real-time, complete information on the buy-side M&A activity by CEO Advisor, Inc.
  • CEO Advisor, Inc.’s highly experienced team members achieve results by getting deals done.

II. Retained Sell-side Mergers & Acquisitions Advisory Services:

  • CEO Advisor, Inc. provides sell-side M&A advisory services for small and mid-size corporations and Private Equity firms.
  • We engage with corporations and PE firms to create your exit strategy and sell companies with sell-side mergers and acquisitions advisory services to meet your goals as a full service firm.

III. CEO Advisor, Inc. Differentiation

  • CEO Advisor, Inc.’s team members all have 20 - 45 years of business and M&A experience.
  • We don’t “sell” you on an engagement and then have Associate level personnel perform 80% of the work.
  • Our seasoned M&A team works 100% on your engagement, and our President manages and leads every engagement.
  • CEO Advisor, Inc. is 100% honest and transparent with a shared Excel file of real-time information of the complete Target List. Every phone call and email from the sellers / buyers are notated by CEO Advisor, Inc. and accessible 24/7/365 to our clients.
  • Our retainer fees are extremely reasonable and our success fees are the best value nationwide.
  • The results are, A) A huge ROI, B) A focused effort by all seasoned M&A professionals and C) Achievement of your goals to secure and grow your companies faster and more efficiently.
Contact Mark Hartsell, MBA, President of CEO Advisor, Inc. at (949) 629-2520, or click Contact Us for more information.
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