About Us
Mergers & Acquisition Advisor, Business Broker, Management and Corporate Finance Consultant. I advise businesses in private equity transactions - purchases or sales of businesses, and provide expert valuations of businesses for insurance, estate planning, succession planning, litigation or similar issues. I also provide management consulting services for improving profitability and enhancing enterprise value. I have clients interested in investing or acquiring companies with values up to $100 Million.
How We Got Started
I first became involved in M&A activity as the CFO of a manufacturing company pursuing a potential major acquisition. My first deal did not go through, but it taught me a lot about making deals: how to initiate, negotiate, facilitate and arrange financing for major transactions.
The products and services we offer
Recommendations Received (35)
"He's knowledgeable and a good listener. Experienced in the field."
"David Nelson has significant experience and knowledge in his field. He has impeccable integrity..."
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"David Nelson has significant experience and knowledge in his field. He has impeccable integrity and is dedicated to see projects through to completion."
Products & Services
Analyzing business structure and operation with a view to enhancing its market value as a going concern.
Gallery
Recommendations Given (31)
"Sheena is a true artist with a keen eye for beauty and exquisite metal-crafting skills.
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"Your company's source for integrated communications and connections using technology and expert..."
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"Your company's source for integrated communications and connections using technology and expert support. "
Recent Activity
My approach is to ascertain my clients' and customers' needs and focus on those areas where their needs intersect with my areas of expertise. That basic approach never changes. Adapting to the novel coronavirus is a matter of adjusting methods of ascertaining needs and delivering service. ...
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My approach is to ascertain my clients' and customers' needs and focus on those areas where their needs intersect with my areas of expertise. That basic approach never changes. Adapting to the novel coronavirus is a matter of adjusting methods of ascertaining needs and delivering service. Right now that looks a lot like relying more on telephonic and internet communications and less on personal interaction.
Telephonic and web-based communications permit many employees to work remotely with little or no reduction in productivity. Given the threats of the Covid-19 pandemic, those who can perform their essential tasks using computers and telephones should do so. The most significant drawbacks of...
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Telephonic and web-based communications permit many employees to work remotely with little or no reduction in productivity. Given the threats of the Covid-19 pandemic, those who can perform their essential tasks using computers and telephones should do so. The most significant drawbacks of working remotely are that there will be some
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limitations on the effectiveness of communications and coordination and (2) negative consequences of reduced interaction among members of working teams. Employers will have to find ways to balance the positives and negatives of remote work. The most important step for all employers is recognizing the need to find such a balance. Individual employers will have to work out the details that work for their own applications.
I get deep satisfaction in explaining to people who do not share my areas of expertise why and how I have used my expertise to help them answer questions and solve problems. It is satisfying in two ways - first that I can help them follow my reasoning and second that they believe me and follow my...
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I get deep satisfaction in explaining to people who do not share my areas of expertise why and how I have used my expertise to help them answer questions and solve problems. It is satisfying in two ways - first that I can help them follow my reasoning and second that they believe me and follow my advice.
I am a private transactions specialist. I know how to buy and sell businesses. My areas of expertise include understanding the values of business enterprises, knowing how to arrange financing for transactions and the are of negotiating deals resulting in the sale or recapitalization of...
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I am a private transactions specialist. I know how to buy and sell businesses. My areas of expertise include understanding the values of business enterprises, knowing how to arrange financing for transactions and the are of negotiating deals resulting in the sale or recapitalization of businesses. Most of my work involves manufacturing, distribution or service companies with annual earnings of $1 Million or more. My ideal customers want to sell or buy a company or need a written expert valuation report concerning their company for insurance purposes or for internal transactions or divorce settlements.
Direct mail and email correspondence produce more new leads for me than any other media.
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Direct mail and email correspondence produce more new leads for me than any other media.
To explain in laymen's terms the conclusions and recommendations I make based on my specialized expertise.
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To explain in laymen's terms the conclusions and recommendations I make based on my specialized expertise.
