MERGERS & ACQUISITIONS ADVISORY SERVICES
Allston Advisory Group is an independent mergers and acquisitions (M&A) advisory firm specializing in the sale of privately held companies in the lower middle market. The firm provides comprehensive sell-side advisory services, representing business owners, shareholders, and corporate clients in mergers, acquisitions, divestitures, and ownership transitions across a broad range of industries throughout the United States.
Our approach combines rigorous financial analysis, strategic transaction planning, and disciplined execution. Drawing on extensive transaction experience and an established network of strategic buyers, financial buyers, and well-capitalized individual investors, Allston works to identify qualified acquirers, create competitive transaction environments, and negotiate favorable valuations and terms.
We recognize that every transaction presents unique financial, operational, and strategic considerations. Accordingly, our advisors work directly with clients throughout each stage of the M&A process, providing objective guidance, maintaining confidentiality, and managing the complexities of a transaction from initial planning through closing.
OUR M&A ADVISORY SERVICES
Allston Advisory Group provides a comprehensive range of transaction advisory services, including:
- Sell-Side M&A Advisory: Representing business owners and shareholders in the sale of privately held companies.
- Business Valuation and Financial Analysis: Evaluating financial performance, benchmarking key metrics against industry standards, and establishing market value ranges.
- Strategic Transaction Planning: Evaluating strategic alternatives, transaction structures, and ownership transition opportunities.
- Corporate Divestitures: Advising companies on the sale of subsidiaries, divisions, and noncore business operations.
- Management Buyouts (MBOs): Advising on ownership transitions involving management teams.
- Transaction Preparation and Marketing: Preparing Confidential Information Memoranda (CIMs), financial analyses, and other materials to effectively position businesses in the marketplace.
- Buyer Identification and Competitive Sale Processes: Identifying and qualifying prospective buyers, managing confidential outreach, and creating competitive tension to maximize transaction value.
- Transaction Structuring and Negotiation: Evaluating indications of interest, letters of intent, financing arrangements, and proposed transaction terms.
- Due Diligence and Closing Coordination: Managing the due diligence process and coordinating with legal, tax, accounting, and other professional advisors through closing.
WHY CLIENTS CHOOSE ALLSTON ADVISORY GROUP
Successful M&A transactions require more than identifying a buyer or negotiating a purchase price. They demand careful preparation, sound financial judgment, an understanding of market dynamics, and the ability to navigate complex negotiations while protecting the interests of the client.
To meet these demands, Allston Advisory Group combines the technical capabilities and disciplined execution associated with larger investment banks with the personalized attention and accessibility of an independent advisory firm. Our senior professionals remain directly involved throughout the engagement, providing continuity, responsiveness, and experienced guidance at every stage of the transaction.
Ultimately, through a structured and competitive transaction process, we seek to maximize shareholder value, secure favorable transaction terms, and deliver results that reflect the priorities of the business owners and shareholders we represent.
BEGIN A CONFIDENTIAL CONVERSATION
Whether you are considering the sale of your business in the near term or several years down the road, evaluating strategic alternatives, or preparing for an ownership transition, Allston Advisory Group provides experienced guidance to help you navigate the process and make informed decisions.
Contact Allston Advisory Group to discuss your M&A objectives in confidence.

