Solutions to get your privately-held business across the finish line

 

Keiter’s transaction team analyzes and coordinates all aspects of your merger, acquisition, or divestiture. Companies and business owners in the lower middle market benefit from favorable results through our specialized financing, sell-side, acquisition, and strategic advisory services throughout many industries. Our team approach focuses on collaboration at an early stage to understand your business goals and help you identify specific needs.

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Considering selling your business?

We help business owners maximize their company’s value.

Looking to acquire a business?

Our team can assist you to ensure the acquisition is a good fit for your organization and your goals.

Maintaining the structure of a transition so that it is tax efficient is one of our top priorities. Our approach minimizes net cash outflows for a purchaser and maximizes net cash received by a seller after taxes.

Through our relationships with investment bankers and other centers of influence, we connect clients with additional expertise in mergers, acquisitions, and divestitures.

 

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Mergers & Acquisitions

Confidently navigate complex transactions with strategic solutions that bring your business vision to life.

 

Considering a merger or acquisition can be a pivotal moment for your business. Whether you aim to expand, diversify, or transition, Keiter guides you through the process with expertise and a tailored approach.

Our Mergers & Acquisitions team’s experience spans over 250 merger and acquisition engagements, including 170 sell-side transactions. We have unparalleled insight into valuation, structuring, and financing components. This depth of experience ensures that every decision you make is informed and aligned with your strategic goals.

 

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Anatomy of an Acquisition

Quality of Earnings & Due Diligence

Maximize value and minimize risk with proven transaction expertise

 

Embarking on a business acquisition, merger, or recapitalization requires a high degree of precision, experience, and assurance. Tailored to the unique needs of businesses and private equity firms, our due diligence and quality of earnings services provide actionable insights, uncover hidden opportunities, and ensure deal confidence – every step of the way.

 

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Tax Structuring

Enhance the value and success of a transaction.

 

Our team works closely with business owners, investors, and legal advisors to design tax-efficient strategies for mergers, acquisitions, divestitures, and succession planning. From entity structuring to capital gains planning and allocation strategies, we provide clear, forward-thinking guidance aligned with both short-term goals and long-term wealth preservation. Whether you’re preparing for a sale, restructuring ownership, or planning a generational transfer, we help you navigate complexity and minimize tax exposure with confidence.

 

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Business Succession Planning

Plan for your business’s future while ensuring you maximize its value, stay in control, and minimize risks

 

Succession planning is one of the most critical financial decisions a business owner will ever face. At Keiter, our collaborative approach provides thoughtful, innovative succession planning solutions for your privately-held business. By working closely with you, we ensure your plan aligns with your vision and provides peace of mind. Our primary focus is to help you define and secure the future of your company.

 

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Keiter Advisors: Acquisition, strategic advisory, and sell-side advisory services for the foodservice distribution industry

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The Pros and Cons of Selling Your Business to Independent Sponsors

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Your Opportunity Advisors

Asif Charania

Partner, Valuation & Forensic Practice Leader

Gary Wallace

Managing Partner

Scott Zickefoose

Transaction Advisory & Tax Partner

Carroll Hurst

Director

Harold Martin, Jr.

Director

Overton Ragland

Senior Associate

Contact Us

Contact Us