Overview of Services

Middle Market Firms


Buyers - Strategic Acquisitions
Our firm has helped clients with their strategy to grow through Acquisitions. We have facilitated hundreds of acquisition transactions and are uniquely qualified to help build and execute a firm's growth strategy.


Pre-Acquisition Planning services – Deciding what to buy
Deal Execution – Target search and screening, valuation, due diligence, deal structure, negotiation, document coordination, financing, and closing.
Post Closing - Integration


Sellers - Owners Wanting an Exit Strategy


We assist clients who want to sell by helping them prepare their business for sale and getting them a premium price from a premium buyer. Our efforts for our sellers are conducted to protect the confidentiality of the sale process, while structuring a transaction that satisfies the seller's pricing expectations.


Private Equity Firms

Platform and bolt-on acquisitions

Welcome

Midwest Financial - M&A provides confidential investment banking services to private and public middle market companies and private equity firms. Using a client-focused approach, we first take the time to learn and understand our clients’ needs, goals, and objectives. 


Offices in Bloomfield Hills, Michigan and Delray Beach, Florida.

Our Clients


We are a confidential advisor with a history of providing innovative and independent advice.

Our focus is founded on original ideas, long-term relationships, and building value for our clients.

We strive to help our clients achieve long-term strategic and financial goals.

Our solutions are based on years of experience combined with a clear understanding of each client’s objectives and our commitment to achieve unparalleled results. 


We help clients to identify ideal acquisition targets, and quickly and effectively complete the purchase.

We assist clients who want to sell their firm or division in exploring strategic alternatives and determining the fair market value of their business.  

Mergers and Acquisitions
Working with Buyers
Representing Sellers
Due Diligence Analysis

Structuring and Negotiating Transactions
Leverage Buyouts
Management Buyouts and Buy-ins
Joint Ventures

Raising Debt and Equity Capital
Structuring and Securing Financing
Private Equity
Restructuring - Recapitalization

Private Equity 
Understanding the Investment Criteria
Delivering Relevant High Quality Deal Flow
Assisting with Valuation and the Investment

Business Valuations - Fairness Opinions 
Provide clients a fair market value estimate of their business.
In-depth business valuations and fairness opinions