A Mergers & Acquisition Advisory Firm designed for your business
Fidelis Advisors is a boutique M&A advisory firm representing business across various industries. We specialize in selling to strategic buyers, private equity, and financial investors, ensuring optimal value and personalized service. Fidelis Advisors combines deep industry knowledge with personalized service to ensure each transaction aligns with the goals of their client.
You only do this once.
Let’s do it right!
At Fidelis Advisors, our approach is simple: every decision we make is driven by what’s best for you. We don’t just say it because it sounds good – we say it because that’s the only way we operate. Integrity and dedication to your success define every step we take together.
Why People Choose Us
Choosing Fidelis Advisors means choosing a trusted partner who is invested in your success. We don’t just facilitate business deals; we create lasting relationships built on trust, respect, and confidentiality.
In fact, Fidelis in Latin translates to, “faithful.” That’s what you’re choosing– a faithful business partner.
In addition to faithful service, our team brings deep industry experience and well- established relationships with a network of qualified buyers. We negotiate on your behalf, ensuring that your business is positioned for the best possible outcome.
What’s your business worth?
This question may seem simple, but the answer is quite complex. Valuing your company requires more than applying a simple ‘multiple’ to your earnings—it’s about truly understanding the multiple factors that effect the total value your company will bring. That’s why we go beyond the basics. We work with your legal and tax advisors to ensure an optimal structure which minimizes tax liability and legal risk.
Our team uses a tailored, hands-on approach to ensure you achieve the highest value and the best possible terms. Leveraging our extensive network of qualified buyers from across the U.S., we execute a proven process to connect you with the right buyer—one who values your legacy and offers the optimal deal.
Our Process
Our process is customized to find the ideal buyer who offers the best price and terms for your business. It’s a proven approach that has successfully helped business owners across diverse industries. We have extensive experience including past projects in Manufacturing, Distribution, Healthcare, Landscaping, Construction, and Business Services/Consulting.
1. Initial Discovery
Every business is unique, and every process
is tailored to fit the needs of the business.
2. Strategic Preparation
Highlighting strengths and planning for risk is part of our preparation work.
3. Creating Market Excitement
The more excitement we build, the more
offers you receive.
4. Buyer Selection
Price, Terms, Buyer’s Vision.
5. Due Diligence and Closing
We represent your interests at meetings, in
negotiations, and on documents.
6. Post-Closing Support
Whether a small question or a large issue, our support continues after closing.
Our Experience
Having an Advisor that understands your business and industry is important to getting the highest offer and best terms. We have represented business owners across a variety of industries and led them to a successful transition.
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Business Services
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Contract Manufacturing
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Dental Practices
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Digital Marketing
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Distribution
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Healthcare
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Industrial Services
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Landscape and Construction
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Manufacturing
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Medical Products
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Metal Fabrication/CNC
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Trucking/Transportation