Sell-side M&A advisory | $3M to $150M revenue
Sell your business with experienced M&A advisors.
BMI helps owners of privately held businesses understand what their company is actually worth in the market, and what it would take to achieve a better outcome. From valuation and positioning through buyer outreach, negotiation, due diligence, and closing, our advisors manage a confidential sale while you continue running your business.
Prefer to talk now? Call (215) 240-7648
Four-time Axial Top 25 Lower Middle Market Investment Bank
The BMI difference
The right deal is more than a headline price.
A higher offer does not always mean a better deal. How much you receive at closing, what depends on future performance, and what obligations remain after the sale can change the value of an offer. BMI helps you weigh those terms and the buyer’s plans against your priorities.
Competition among qualified buyers
Competing offers give you a clearer view of how buyers value your business and the terms they are willing to offer. BMI builds a buyer strategy around your company to create competition where the market supports it.
The terms behind the price
Offers with similar prices can produce different results. BMI helps you compare cash at closing, earnouts, seller financing, rollover equity, and working capital terms to understand the value and risk of each offer.
Buyer fit and your priorities
The buyer’s plans for your employees, customer relationships, and your involvement after the sale matter. BMI helps you evaluate those plans alongside the financial terms so you can decide which offer best fits your priorities.
Issues managed through closing
Due diligence findings and purchase agreement terms can affect the outcome after an offer is accepted. BMI stays involved to assess the issues, negotiate terms, and work through them as the transaction moves toward closing.
Confidentiality
A confidential process built to protect your business.
Protecting confidentiality takes more than a signed NDA. BMI screens buyers, shares information in stages, and works with you to decide when employees, customers, or other parties need to become involved.
Start a confidential conversation- You review and approve the buyer outreach plan.
- Buyers are screened and sign an NDA covering confidentiality and employee non-solicitation before receiving information that identifies your business.
- Sensitive employee, customer, and proprietary information may be withheld or redacted until it is needed to evaluate or complete the transaction.
- Due diligence requests are reviewed for relevance, necessity, and potential risk to the business.
Buyer reach
More buyers. More options.
A competitive sale process shows an owner how different buyers value the business, how they would structure a transaction, and which buyer may be the best fit.
BMI builds a buyer outreach strategy for each engagement, combining existing buyer relationships and databases with targeted research to identify strategic and financial buyers whose acquisition criteria align with the business. Rather than relying on a single buyer or an unsolicited offer, the process is designed to create competition where the market supports it.
Learn how BMI finds buyersWho we reach
- Strategic acquirersCompetitors, suppliers, customers, and companies expanding into new markets
- Private equity groupsPlatform and add-on acquisitions across the lower middle market
- Family offices & independent sponsorsLong-term and flexible capital seeking established businesses
- International buyersQualified acquirers outside the U.S. when the business is a fit
Every buyer is screened and signs an NDA before learning the identity of the business.
Client experience
What business owners say about working with BMI.
From our first conversations through this morning’s close, you were the steady hand on this deal. Patient when we needed time to think, direct when we needed to hear it, and always in our corner.
We had numerous offers within weeks of going on the market and closed in 64 days from accepting a signed offer.
It is abundantly clear that we made the correct selection when we were considering whom to choose to take us through the process.
Our advisors
Senior advisors who understand running a business.
Every BMI engagement is led by a senior advisor. Our team brings firsthand experience owning and running businesses to the sale process. That experience informs how we evaluate offers, understand your priorities, and help you work through decisions about your employees, your responsibilities, and your involvement after the sale.
Services
M&A advisory services.
Selling a business
Sell-side representation from valuation and positioning through buyer outreach, offers, negotiation, due diligence, and closing.
Learn more ›Business valuations
Market-based insight into how buyers may view the business, what drives value, and a probable range of values in today’s market.
Learn more ›Pre-sale preparation
Whether a sale is months or years away, identify issues that may affect value, buyer interest, or readiness before going to market.
Learn more ›Buy-side & targeted acquisitions
For strategic buyers and private equity: define criteria, identify and approach targets, evaluate opportunities, and support negotiations.
Learn more ›Know the difference
Business broker or M&A advisor?
Owners often hear business broker, M&A advisor, and investment banker used interchangeably. In practice, each generally serves a different size of business and a different set of buyers. BMI is an M&A advisory firm focused on established, lower middle market companies.
Business broker
M&A advisorWhere BMI works
Investment bank
These roles overlap, and a firm’s title matters less than its experience with businesses like yours. The right question is whether an advisor can run a competitive process for a company of your size and complexity.
Business broker vs. M&A advisor vs. investment bankerSector experience
Deep experience where it matters.
Insights & market reports
M&A insights for business owners.
2027 Security Guard Company Valuation Report: EBITDA Multiples by Revenue
Security guard companies with $5 million to $250 million in revenue have generally sold for 3x to 12x adjusted EBITDA since 2021. EBITDA and revenue size set the range; contract…
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What Should I Fix Before Selling My Business?
We all say in this industry that the best time to prepare is three to five years before you want to sell. The reality is that's often not something owners…
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Should I Sell My Business? How to Know When the Time Is Right
Owners often come to us asking, “Should I sell my business now, or would I be better off waiting?” Usually, they want to know about the market. Is it a…
Read more ›Next step
Start with a confidential conversation.
Tell us about your business, your goals, and what you are considering. We will help you understand what a sale could look like so you can decide what comes next.
No pressure. No obligation. Your information remains confidential.