We assist operators in selling exceptional businesses
We are a team of deal-makers that is challenging the status quo. What is our mission? To be the #1 investment bank for operators and founders like you. How? We reinvent the expected, discover hidden possibilities, and inject some creativity into the often dull world of M&A.
500+ Leading Brands Have Worked With Our Founder
For over a decade, we have been in your shoes.
Oliver Bogner, Our Founding Partner
is a 2x
CEO, and a 2x
who has previously sold five of his own
companies to strategic buyers, private equity firms, and family offices. He founded The Advisory to try something new, and he constructed a modern M&A playbook that he wished he had when he went through the process himself.
It's your business, your legacy, and we'll get you the best deal possible. We serve the following industries: Consumer Products, Business Services, Home Services, and Healthcare.
We're not only navigating the world of M&A, we're rewriting the entire playbook.
Dissatisfied with the status quo of traditional M&A, we created something a bit different and decided to mix things up. Now, we're thrilled to lead the change in redefining what it means to be a modern investment bank.
So, who will buy your business?
We will present your business to a diverse group of highly qualified sellers, including private equity-owned platforms, family offices, strategics, and high net worth individuals. Most likely, your buyer will be one of the 4,500+ private equity companies who own "platforms" in your sector and are seeking for "add-ons".
A "platform" is often a larger firm in your sector with $50 million or more in revenue and $10 million or more in EBITDA that seeks to acquire similar businesses in new geographies or specialties.
A team that understands what it means to operate a business
Before establishing The Advisory, our Founding Partner helped over 300 businesses grow in different ventures. In the dynamic realm of M&A, experience isn't just required - it's the key ingredient that enables buyers and sellers to navigate this very intricate and complicated process.
Our approach to M&A is unique, just like you and your company.
We'll help you cruise through the complex world of M&A. We've been around the block and understand the entire industry. We're here to make your selling journey as smooth as possible, whether that means navigating negotiations or understanding the complexities of valuations, due diligence, and more.
No matter where you are in your journey, we’re here to help.
Whether you're selling a business you've built from the ground up, or figuring out what to do with a business you’re leading, bought or inherited, we're here to support you every step of the way.
