We know that every deal is different for business owners because everyone’s objectives and concerns are different. Withum’s Investment Banking and M&A professionals deliver comprehensive transactional strategies built around your deal’s purpose and desired outcome. Whether you are selling a company or seeking growth through acquisition or a strategic initiative, Withum’s Investment Banking Services Team has the experience to enhance certainty to close and optimize transaction value.

Our team of experts is here to help with strategic and financial alternatives, assist with cost-effective financing solutions or implement a sell-side or buy-side M&A strategy. Our Transaction Advisory Team understands the nuances of each stage in the lifecycle of a deal and will be there with expert guidance through each phase.

Investment Banking Services

  • Buy-side acquisition advisory
  • Sell-side advisory
  • Capital formation advisory
  • Exit planning and transaction readiness

Our Approach

Middle-Market Experts

Working exclusively with family and founder-owned middle-market companies, the M&A advisory team has executed over 75 transactions throughout the past 15 years across a variety of sectors and economic cycles. Our in-depth knowledge of how companies approach deals in the middle market, drawing on historical trends through our multi-faceted lens, gives our clients the value-added insight and guidance and support necessary to achieve their goals. We create and execute the right solution based on client-specific challenges and desired results.

Unparalleled Resources

No other investment banking boutique firm has the access to market research, relationships and subject matter experts that comes with the Withum experience. Business leaders choose to work with Withum’s Investment Banking and Transaction Advisory teams because of our reputation in the marketplace as trusted advisors in our respective industry sectors.

Contact Us

For more information, please contact a member of our Investment Banking Services Team.

Leadership

Kevin Bodnar

Principal

Whippany, NJ