Transaction Advisory

Whether the future of your business involves a sale, merger, acquisition, divestiture or other exit strategy, building a roadmap with a well-marked route is essential to successfully navigating what is often a complex and challenging journey.

With strategic and informed advisory support from MFA the structuring, negotiation and execution of your transaction is addressed in a way that supports the achievement of your ultimate definition of success. We’re able to quickly uncover critical issues and key risk factors as well as identify opportunities to maximize your position in ways that are not always readily apparent.

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Buy-Side & Sell-Side Transaction Advisory Services

MFA’s Transaction Advisory Team focuses on serving owners of family-owned and closely-held businesses as well as private equity groups, venture capital firms and other financial investors.

Sellers

Early on, MFA helps sellers identify valuation drivers in their businesses and courses of action to enhance them. Expect us to go above and beyond as we prepare your team for all angles of the buyer’s financial due diligence process – even staging practice runs during the coaching process. Our informed perspective will help you anticipate and address potential roadblocks before they become deal breakers and effectively demonstrate your company’s overall worth to potential buyers.

Buyers

MFA’s financial, tax, information technology and retirement plan due diligence services provide those who are purchasing with invaluable insight into the target company. We understand the importance of timely, accurate assessments, and we work hard to consistently deliver services that reduce risk and eliminate post-acquisition surprises. We act as your advisors during the entire negotiation process and help structure transactions that minimize tax implications and maximize your financial outcome.

From the start, the MFA team took the time to consider the future I imagined for both my business and my family and weaved the two together effortlessly. With their technical savvy in handling the complexities of the transaction, along with their thoughtful advice and wisdom regarding my personal future, I always felt like I had a true partner at my side.

Ralph Santosuosso, CEO, Aved Electronics, Inc.

Ultimately, to facilitate a successful exit – whether that be an acquisition or IPO – it’ll be imperative that the due diligence process goes smoothly. With MFA on our side, I know the finance aspect of due diligence won’t cause us any disruptions. That makes me feel very secure and gives me a lot of confidence.

Steve Bell, CFO, Liteboxer Technologies, Inc.

From start to finish, we knew the MFA team had the business’ best interests at heart. There were a lot of inflections associated with this transaction, and it would have been easy to focus solely on closing the deal. The MFA team was flexible, nurturing, and most importantly, devoted to ensuring a future for Anchor that we previously only dreamed about.

Christine Schindler, General Manager, Anchor Fitness LLC

Everyone at MFA brought a different area of strength to the transaction, which helped guide the process through to the end. We had a great working relationship and will always value the expertise, professionalism and drive they brought to helping us achieve our goal.

Benjamin Leverone, President & CEO, TTE Laboratories, Inc.

Our family business has been in existence for 50 years. MFA was able to guide us through this emotional experience with expertise and knowledge from an objective perspective. The MFA team worked very closely with our internal team to understand the business and emotional aspects of selling something so personal. Most important was MFA’s ability to connect with us on our goals in passing on the legacy we created and obtaining real value for what we had accomplished.

Ralph Reinherz, President, Intercity Home Care

The advisors at MFA proved to be extremely knowledgeable, attentive, and committed while guiding us through the nuances of our transaction. They examined all facets of the deal and provided expert guidance to ensure an advantageous result that minimized our tax burden and positioned us for future success.

Mike Murray, Co-Owner, Southfit Holdings, LLC

Our goal from the beginning was to identify partners that we felt could help drive the company to the next level and upon our first meeting with MFA, it was clear they understood our vision for the future. They took to heart our emotional attachment and preserved a story that we’re remarkably proud of – all while driving the company forward by identifying a true partner for us in Southfield.

Steve Giannelli, CEO, American Refrigeration Company (ARC)

In any business transaction, we can’t always predict what the other side will do. The MFA team steers through the complexity and gets the deal done. I can’t believe how they personalized the transaction and guided me throughout every step of the process.

Robert Werth, President, Diamond Transportation Services, Inc.

MFA’s expertise is effortlessly displayed within each of their disciplines, but when combined, they work perfectly in synergy to deliver an in-depth analysis for a business that effectively guides it in achieving its desired outcome.

Bill Fidler, Founder, New England Fitness

Beyond advising on the value of our business and leading our firm through the acquisition process, we were fortunate to benefit from MFA’s wealth of knowledge on tax strategy, financial planning and more. Their sound advice and guidance was vital to fueling our ultimate decision, and we look forward to seeing our business thrive under Compass’ innovative direction.

Mara Bushari, Co-Founder, Bushari Real Estate

Throughout the transaction, the [MFA] team worked closely with us to really understand the complicated facets of the renewable energy business. They extensively researched the small hydro project market, which put us in direct contact with potential buyers across the country. I especially liked the direct communication that the MFA team maintained throughout the three stages of the sale.

Peter Clark, President, The Swift River Group of Companies (SRG)

What MFA’s Transaction Advisory Services Can Do For You

Consider the various implications of your business’ transaction, including those related to tax obligations and incentives, wealth accumulation and investment management, philanthropy and long-term estate planning
Examine a variety of intangible considerations such as owner separation from the business, customer concerns, future of employees and other daunting “what-if” scenarios
Quickly uncover critical issues and key risk factors and address potential roadblocks before they become deal breakers
Identify opportunities to maximize your position in ways that are not always readily apparent
Effectively demonstrate your company’s overall worth to potential buyers
Design and execute a plan to optimize, among other things, a company’s economic value drivers, normalized EBITDA adjustments and post-transaction after-tax returns
Ensure the merger or acquisition transaction process is a seamless and uninterrupted experience

Spectrum of Services

M&A Advisory

• Sell-side M&A
• Buy-side M&A
• Valuation
• Recapitalizations
• Stock Repurchases
• Bank Financing
• Fairness Opinions
• Deal Negotiation
• General Corporate Advisory

Buyer & Seller Due Diligence

• Company Background & Organizational Review
• Income Statement & Financial Analysis
• Quality of Earnings Analysis
• Financial Forecast Review
• Commitments & Contingencies Analysis
• Tax Review and Analysis
• Retirement Plans

Business Transition & Exit Planning

• Financial Reporting & Tax Planning
• Internal Controls
• Valuation Assessment
• Succession Planning

Wealth Management

• Portfolio Management
• Financial Planning
• Retirement Planning
• Inheritance, Estate & Gift Planning
• Philanthropic Advisory

Recent Transactions

Aved Electronics

Aved Electronics is a New England-based manufacturer of custom cable, wire and harness assemblies as well as battery packs, electro-mechanical assemblies and box builds. MFA Capital Advisors, a part of The MFA Companies, was the exclusive financial advisor to Aved in its sale to Lithion Power Group, a portfolio company of private equity firm TriWest Capital Partners. The transaction was facilitated by MFA Securities, a FINRA-registered broker-dealer.

Anchor Management Group (Anchor Fitness)

Anchor Fitness operates as an independent franchisee of the Planet Fitness enterprise with 13 locations including those in Myrtle Beach, SC and Savannah, GA. Anchor was acquired by Sunshine Fitness, a portfolio company of private equity firm TSG Consumer Partners. MFA Capital Advisors, a part of The MFA Companies, was the exclusive financial advisor providing consulting and advisory services to Anchor, and the transaction was facilitated by MFA Securities, a FINRA-registered broker-dealer.

Bushari Real Estate

Founded in 2008, Bushari Real Estate is an independent, family-owned real estate brokerage firm. With a focus on the sale of luxury property, the Boston-based company saw steady growth in recent years and was named to Inc. 5000’s list of fastest growing private companies in 2017. Acquired by Compass, Bushari received transaction advisory services from MFA Capital Advisors, a part of The MFA Companies.

American Refrigeration Company (ARC)

Founded in 1996, American Refrigeration Company is New England’s largest independent industrial refrigeration services company, providing services for refrigeration and air conditioning system design. ARC was acquired by Southfield Capital, a Greenwich, CT-based private equity firm. MFA Capital Advisors, a part of The MFA Companies, was the exclusive financial advisor providing consulting and advisory services to ARC, and the transaction was facilitated by MFA Securities.

Sergi Filonow

As a member of MFA’s Audit Practice, Sergi supports corporate customers with a variety of attestation services as well as performs buy- and sell-side due…

William Andronico

Instrumental in helping lead The MFA Companies toward its envisioned future, Will is a respected partner to MFA customers as they work to address their…

Robert Busch

With more than 25 years of experience providing audit and consulting services to innovative businesses and entrepreneurs, Rob works diligently to transfer tangible value to…

Bill Duratti

For more than 20 years as a leader in the Firm, Bill has provided business advisory services to MFA’s national customers, including financial advisory, valuation…

Marvin Ritchie

A member of MFA’s Investment Banking Practice, Marvin provides financial and strategic advisory services to companies engaging in merger and acquisition transactions. Marvin has more…

Christine Schneider

Christine is a leader in MFA’s Audit Practice and works closely with customers to help them tackle obstacles preventing them from achieving success. Christine utilizes…

Carl Famiglietti

As Managing Partner of The MFA Companies, Carl directs the Firm’s vision and brings passion and ingenuity to every interaction with fellow Members, customers and…

Laura Moruzzi

Laura leads MFA’s Investment Banking Practice and leverages her 20+ years of experience to guide and support family-owned and closely-held businesses through merger and acquisition…

Meet Our Transaction Advisory Team