PhiladelphiaNew YorkCharlotte
Confidential line: (215) 240-7648

Sell-Side M&A Advisory$3M to $150M Revenue

Sell your business with confidence. Maximize its value.

BMI helps you understand what your company is worth, position it for the market, reach qualified buyers confidentially, and evaluate offers based on what matters most to you.

A private, no-obligation conversation with a senior M&A advisor.

Recognized by Axial among the Top 25 Lower Middle Market Investment Bank  |  Sell-side representation from valuation through closing
$3M–$150M
Client revenue
range
National &
International
Buyer reach
5–15
Typical offers
received
3–12
Average months
to close

Why BMI

A disciplined, confidential process from valuation through closing

Most owners begin with the same questions: What is the business worth? Is the timing right? Can the process remain confidential? What happens to the employees and the company after a sale? We answer those questions by assessing the business the way serious buyers will, from financial performance and customer relationships to management depth, growth opportunities, risk, and owner dependence.

With that foundation in place, we position the company, approach qualified buyers confidentially, and create a process designed to produce meaningful options. We help you evaluate each offer beyond headline price, including structure, financing, contingencies, timing, and buyer fit, so you can make a decision with a clear understanding of the tradeoffs.

We do not tell owners what they want to hear. We tell them what they need to understand to make a good decision.

How We Work

Senior guidance throughout the process.

A senior BMI advisor leads your engagement, supported by the BMI team throughout the process. We present your company without identifying information until a prospective buyer has been qualified and has signed a non-disclosure agreement.

I

Assess Value & Position the Business

We review the company, normalize financial performance, assess how buyers are likely to view it, and prepare materials that present the business clearly and credibly.

II

Identify & Approach Qualified Buyers

We identify strategic and financial buyers whose interests and acquisition criteria align with the company. Initial outreach is confidential, and identifying information is shared only after qualification and an executed NDA.

III

Compare Offers, Negotiate & Close

We help you compare offers across price, structure, financing, contingencies, and fit. BMI manages negotiations and coordinates the process through due diligence and closing.

Sector Experience

Deep experience where it matters

Manufacturing & Distribution
Electronics
Construction & Building Services
Business Services
Home Care & Imaging Services
Specialty & Family-Owned

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. Every negotiation landed better because you were running it. Selling the practice we built over twenty years was no small decision. We’re grateful we made the journey with you.”
Roman Rozin & Richard Goldberg  ·  Owners, Partners Imaging
“We selected BMI to represent us after speaking to other firms. They treated and maintained the process with the confidentiality it required. The BMI team went above and beyond, starting with explaining the steps and timing of the process, valuing our company, creating marketing materials, and cultivating and evaluating offers. We had numerous offers within weeks of going on the market and closed in 64 days from accepting a signed offer.”
Gerry & Missy Lucidi  ·  Owners, Marsden, Inc.

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.

Schedule a Confidential Consultation

Step 1 of 2

BMI Mergers & Acquisitions

Sell-side M&A advisory for owners of privately held lower middle-market businesses. BMI helps owners understand value, prepare their business for the market, reach qualified buyers, and manage the sale process through closing.

Confidential line: (215) 240-7648

Offices

  • Philadelphia, PA
  • New York, NY
  • Charlotte, NC
  • Serving clients nationwide