M&A Advisors & CFOs Helping Businesses
Buy, Sell, and Grow
We serve as M&A advisors to companies and Owners navigating Valuation, Acquisitions, growth, ownership transitions, financing Scenarios, and business sales
Guiding Clients through Their Most Complex Scenarios
Buying a business
Selling your company
CFO resignation
Securing financing
Growing too quickly
Losing profitability
Reporting to lenders & investors
How We Help
Sell a Business
Our team prepares and markets your business to the most qualified business buyers while shielding you from the stressful process to achieve a successful deal.
Buy a Business
We help buyers value, finance, Diligence and acquire exceptional companies, including M&A rollups and one-by-one acquisitions including ETA Searchers
Finance a Business
We prepare companies to secure equity and debt capital from private investors or conventional lenders to execute growth, acquisitions, and real estate.
Our Process Gets Results
#1: Evaluate
We have a no-pressure discussion about your business goals, valuation, challenges, and timing.
#2: Engage
If we have a mutual fit, we make an offer to assist your business and get to work.
#3: Optimize
We analyze, remediate, and optimize your forecast, operations, cash flow, valuation, and reporting processes.
Why Pinewood
We are M&A Advisors and Operators who know exactly what keeps each one of our clients up at night
Big 4 and Wall Street career paths
Actively acquire and operate businesses
Perform complex valuations & deal structures
Advise on SBA 7a, 504, and conventional financing
Experience on buy-side and sell-side M&A
Help businesses scale after acquisition, financing, and distressed situations
