M&A advisory services

Make selling, acquiring, and growing a business simpler and more successful with CapEQ.

CapEQ team members - one lady in a yellow shirt, one man in a white shirt

Our expertise

Selling

Exceptional sell-side M&A support guides you through every step of your business sale – from planning and going to market to negotiation, due diligence, and completion.

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Acquiring

Use us if you don’t have your own M&A team or we’ll bolster your existing department. We’ll help you find and evaluate targets for smoother acquisitions.

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Growing

A reassuring presence during critical growth phases, we’ll advise on your options for fundraising and assist you with approvals.

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M&A advisory with a difference

We’re not your average M&A advisors. We were founded on the idea that the finance industry needs to become more ethical and honest, and we’ve been committed to that idea ever since – so much so, that we’re a proud Certified B Corporation. That means we operate at high standards of social and environmental performance, transparency, and accountability.

B Corp operations

What's your strategy?

Whatever you’re planning, considering, or activating for your business, we’re here to help.

You might be nearing retirement, have had an unexpected offer, are facing an investor exit, can’t find a successor, or are simply feeling ready to take a step back.

Discuss selling
You might be looking to diversify your product or customer base, improve margins, or gain a competitive edge.

Discuss acquiring
You might want to bring investors in to scale your business, or need honest advice on expanding into new markets, adding new distributors or improving efficiency.

Growth options

Success stories

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Transaction advisory

If you already have an acquisition target, a buyer, or an investor at the table, our negotiating skills and financial expertise can help protect your interests and reduce stress while we get your deal over the line.

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Mark is conscientious, straightforward, honest, empathetic, and patient. Having worked with him on two complex multinational M&A deals I have come to respect him for his knowledge and experience, and also for his measured but firm approach to negotiations.

Brian Walters, Capital GES (Switzerland)

James nursed me through the whole process, and even after the sale completed, he was still interested and helped to resolve issues that had arisen. All things considered, I would thoroughly recommend James, who steered the project to a very successful conclusion.

John Hinks, Droitwich Pharmacy (UK)

Doug’s ability to navigate the turmoil of a business sale with consummate calm and to instantly identify creative ways around every single barrier is second to none. His personable and gentle nature, combined with his insight and knowledge, helps him to earn trust, gain respect and build a solid rapport with every stakeholder in the process.

Alicia Pearlstone, PCM Healthcare (UK)