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.

Buy-Side and Sell-Side M&A Advisory
Buy-Side Due Diligence
Financial Due Diligence / Seller Quality of Earnings Analysis
Business Valuation
Deal Negotiation
Business Transition Planning
Succession Planning
Wealth Management
General Corporate Advisory

Featured Transaction:

The MFA Companies Advises TTE Laboratories in Sale to Transcat

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)

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.

Planning an Exit?

Whether you’re nearing retirement, ready to move on to a new opportunity, or simply looking to prepare for ‘someday’, it’s critical that you take the time to analyze your business in order to help guide an exit strategy that meets your needs — whether now or in the future.

MFA’s Exit Planning Services include:

Company Historical Performance and Review
Valuation & Financial Forecasting
Evaluation of Strategic Alternatives/Viable Exit Options
Financial Strategy, Management & Optimization
Go-To Market Support & Advisory

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M&A Considerations & Positioning Your Business for Exit

Learn more about how COVID-19 is impacting M&A activity and how you can prepare your business for a future exit — whether the future is tomorrow or 10 years down the road.

Refining Your Exit Strategy Through Valuation & Due Diligence

Understand more about what’s expected during the valuation and due diligence process and how you can take steps to make your company sale-ready.

Estate Planning & Tax Considerations to Support Your Exit

Explore opportunities to mitigate taxes and design estate planning strategies that capitalize on your business exit and set up future generations for success.

Exit Strategy: Wealth Management & Personal Financial Planning

Learn more about the financial planning process and how to align your personal financial goals and investment strategy when you eventually exit your business.