Built around the right deal
Keystone advises owners of middle-market companies on selling, buying, and raising capital. A senior banker leads every engagement from the first call to closing.
One deal can shape the next twenty years
Selling a company, buying one, or bringing in new capital is rarely routine for the people involved. It is often the largest financial decision an owner will make, and the terms stay with the business long after closing.
We start with an honest view of what the company is worth and what buyers or investors will ask. Then we prepare the business, find the right parties, and run a process that keeps our client in a position of strength.
Our clients are founders, families, management teams, and sponsors. Most are doing this for the first time, and we treat that as a reason to explain every step.
Senior attention
The banker you meet in the first call runs the engagement.
Strict confidence
Your company is not named to anyone until you agree.
Aligned fees
Most of what we earn depends on a successful closing.
Two practices, one team
Many owners weigh a sale against a raise. Because we do both, the comparison you get is a fair one.
Mergers & acquisitions
Advice for owners selling all or part of a company, and for buyers pursuing an acquisition.
- Sell-side advisory Full or partial sale
- Buy-side advisory Search and negotiation
- Management buyouts Leadership as buyer
- Divestitures Divisions and carve-outs
Capital markets
Equity and debt for growth, acquisitions, recapitalizations, and refinancing.
- Growth equity Minority or majority
- Private credit Senior to mezzanine
- Recapitalizations Partial liquidity
- Acquisition financing Matched to the deal
Industries we know well
Every industry is valued on its own terms. Select an industry to see what buyers and investors look for, and the areas we cover.
Industrial & manufacturing
Buyers study customer concentration, equipment condition, and how much revenue repeats. We show the strength of contracts and the capacity still left in the plant.
- Precision parts
- Industrial technology
- Packaging
- Aerospace components
Transportation & logistics
Fleet age, contract terms, and safety records weigh heavily on value. We prepare the operating data that buyers test first.
- Trucking
- 3PL and warehousing
- Freight forwarding
- Fleet services
Healthcare services
Investors focus on payer mix, provider retention, and compliance. Having those answers ready keeps diligence on schedule.
- Physician practices
- Dental and specialty care
- Home health
- Labs and diagnostics
Technology & software
Recurring revenue, retention, and product depth drive value. We put technical strengths in terms financial buyers can price.
- Vertical software
- Managed IT services
- Data and analytics
- Cybersecurity
Construction
Backlog quality, margin consistency, and bonding capacity sit at the center of value. We help owners show the pipeline and the crews behind it.
- Specialty contractors
- Building products
- HVAC and electrical
- Engineering services
Consumer & food products
Brand strength, channel mix, and repeat purchases shape interest. Strategic buyers often pay for distribution they cannot build.
- Food and beverage
- Consumer brands
- Co-manufacturing
- Specialty retail
Energy & infrastructure
Contract length, asset quality, and regulation come first. We match these companies with buyers and lenders who understand long-life assets.
- Energy services
- Renewables
- Utility services
- Environmental services
Business services
Value rests on recurring contracts, client retention, and how much runs without the founder. We present the team and client base alongside the numbers.
- Professional services
- Facilities services
- Staffing
- Testing and inspection
How an engagement runs
Most sales and raises take four to nine months. The order rarely changes, and you will know where things stand at every stage.
Assessment
Your goals, timing, and a realistic value range.
Preparation
Financial analysis, materials, and a data room.
Outreach
Confidential contact with a selected list of parties.
Negotiation
Offers compared side by side on price and terms.
Closing
Diligence, final documents, and the handover.
Begin with a conversation
Every inquiry is confidential and carries no obligation. Write to us about the company and the decision in front of you, and a senior banker will reply with a straight view of your options and the likely timing.
Selling or buying a company
For owners weighing a sale, and buyers with a target in mind.
Email about M&ARaising capital
For companies considering growth equity, debt, or a recapitalization.
Email about raising capitalOr email info@keystonecapadvisors.co
