Our Services
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Being a family-owned or closely-held company does not exempt an organization from unique complexities, ownership dynamics, and market forces that come to bear on your most consequential decisions. Regardless of a company’s size, when considering a significant transition for your business, you deserve the support and advice of experienced professionals who understand your business and the environment within which you operate. The CRI M&A Advisors' team possesses a breadth of experience and expertise in the disciplines most critical to achieving your desired outcome.
Industry
CRI M&A Advisors has assembled a team of mergers and acquisitions professionals with extensive experience across various industries. Manufacturing, agriculture, transportation, business services, technology, healthcare—we have been there. Our team members include entrepreneurs and specialists who enable us to grasp the unique nuance of your specific industry and the particular subsectors and circumstances in which you operate.


Ownership Dynamics
Unless your company is owned by a group of otherwise disassociated shareholders who view their investment and involvement in your company strictly through a financial lens, you face unique challenges when considering a transition in ownership. Family relationships, long-term friendships, estate, and generational wealth considerations impact the already complicated process of selling all or a portion of your company. The CRI M&A Advisors' team works extensively with family-owned and closely held companies to navigate these important relational aspects while remaining focused on the critical business elements of the processes that drive maximum value and deliver targeted results.
Complexity
Selling all or part of your business will perhaps be the most complex business endeavor you undertake in your career. Every transaction is complicated. However, every transaction also brings unique complexities that must be identified, managed, and turned to the seller’s advantage. CRI M&A Advisors enables clients to navigate highly sophisticated and intricate transactions, including fixed assets and real-estate heavy businesses, multiple entities and ownership groups, international acquirers, private equity and publicly traded acquirers, and financially fragile or distressed companies.


Counterparts
Our firm has indeed grown from its southern roots. However, don’t believe the myth that all the horsepower resides with the New York, Chicago, and Los Angeles advisory firms. Our team routinely negotiates and executes transactions across the table from large corporations, publicly traded companies, Big Four accounting firms, and the nation’s largest and most formidable legal firms. Up for the most rigorous challenges, our team of skilled mergers and acquisition advisors is backed by over 2,000 tax, accounting, and financial professionals. This enables our clients to draw from a deep well of resources and expertise.