Merger & Acquisition

We didn’t set out to be M&A service providers.

After seeing the roadblocks to success that our AE clients faced, both pre- and post-deal, we felt compelled to create Merger & Acquisition services that lead with people and focus on long-term success. Our team of M&A experts, many of whom have first-hand experiences from the AE buyer and seller perspective, walk with you from the beginning stages of consideration and strategy to measuring success years down the road.

Buyer Advisory

Committed to Your Goals

Buying a firm to meet growth goals can be complicated. It can also be tremendously rewarding. SN’s M&A advisors believe that the most often overlooked areas during the M&A process (people and culture) are actually the biggest success factors.

Our lead with people approach is woven into all of our buyer services including target sourcing, valuation, deal structure, term sheet/LOI, due diligence, and cultural assessment.

Seller Advisory

Your Vision for the Future

The decision to sell your firm can be described as deeply personal, exciting, complex, and overwhelming. That’s why we built a team of Merger & Acquisition advisors who fully understand every part of the process – because they’ve been on the front lines of both buying and selling a firm.

With our unique lead with people approach, we’ll guide you through firm valuation, buyer identification, deal structure and negotiation, and closing assistance.

M&A Clients

Growth Partnerships

Partnering with AE firms nationally, SN has proudly served as M&A advisors to both buyers and sellers, helping them meet their growth goals.

Recent M&A collaborations can be viewed below.

Committed to Your Goals

Buying a firm to meet growth goals can be complicated. It can also be tremendously rewarding. SN’s M&A advisors believe that the most often overlooked areas during the M&A process (people and culture) are actually the biggest success factors.

Our lead with people approach is woven into all of our buyer services including target sourcing, valuation, deal structure, term sheet/LOI, due diligence, and cultural assessment.

Your Vision for the Future

The decision to sell your firm can be described as deeply personal, exciting, complex, and overwhelming. That’s why we built a team of Merger & Acquisition advisors who fully understand every part of the process – because they’ve been on the front lines of both buying and selling a firm.

With our unique lead with people approach, we’ll guide you through firm valuation, buyer identification, deal structure and negotiation, and closing assistance.

Growth Partnerships

Partnering with AE firms nationally, SN has proudly served as M&A advisors to both buyers and sellers, helping them meet their growth goals.

Recent M&A collaborations can be viewed below.