Trust Sells

  • Protect Your Priorities.
  • Preserve Your Legacy.
  • Partner with Sells.
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Sells is the middle-market investment bank and advisory firm people trust.

We introduce founders and owners of private businesses to the right buyers—creating an environment that ensures mutually rewarding outcomes for all parties.

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Sellers

Founders and owners trust Sells to guide them through their defining moments. We partner with leaders who care deeply about the people, relationships, and cultures they’ve nurtured—ensuring confidence, fulfillment, and optimism long after the transaction closes.

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Buyers

Buyers trust Sells to cultivate relationships with informed, committed founders who want to pursue their futures and preserve their legacies. We work with serious, principled buyers and sponsors who value strategic alignment and transparency.

Trust is the process

Sellers consistently identify trust as the critical factor in their decision to pursue an offer. That’s why we’ve developed an approach that puts the relational back in the transactional—rooted in dignity and honesty, and executed with the utmost integrity.

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Buyer Alignment
Empathy Process
Trust
The Sells ProcessTM — Day One to Close
Phase 1

Weeks 1–4

Preparation and Positioning
  • Conduct initial diligence across financials, operations, customers, people, and legal
  • Understand shareholder goals and objectives in a transaction and transition process
  • Develop premier marketing materials on the company and opportunity, alongside robust data room preparation
Phase 2

Weeks 5-8

Go-to-Market
  • Launch controlled outreach to targets, pre-qualified buyers
  • Manage non-disclosures and initial buyer review of materials
  • Mandate initial offer deadline and ensure buyer alignment with shareholder objectives
Phase 3

Weeks 9–11

Finalist Selection
  • Review and narrow buyer pool from initial offers based on wide criteria from valuation, to culture, to certainty-of-close
  • Facilitate in-person management meetings for in-depth discussions with finalists
  • Navigate final offer details and considerations to select final party
Phase 4

Weeks 12–16+

Due Diligence & Transaction Closed
  • Negotiate terms and enter exclusive due diligence with the ultimate buyer selection
  • Coordinate diligence streams across financial, human resources, insurance, operations, legal, and tax
  • Close transaction and manage deliverables with speed, clarity, and advocacy

TheDifference

Many firms promise efficiency. Few deliver rapport and precision in equal measure.

Only Sells promises all of this—and more.

Seller

Empathy

Discreet, respectful advocacy that protects founders’ priorities.

Buyer

Alignment

Absolute transparency about strategy and objectives.

Clear

Process

A smooth, simple pathway to success, led with precision.

Rewarding Outcomes

All parties feel confident, satisfied, and energized about their futures long after a closed transaction.

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Industries

Each business is unique—and so are the people and stories behind them. Through personal experiences over hundreds of transactions, the Sells team has learned the ins-and-outs of mergers & acquisitions across a wide range of industries, including:

  • Industrial Services
  • Business Services
  • Energy
  • Medical Services
  • Packaging
  • Medical Practices
  • Technology & Software
  • Manufacturing
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Dedicated Professionals

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Services

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Sell-Side Advisory

Sells is built on an owners-first philosophy. Our team helps you prepare your business for sale, identify strategic buyers, and close on the best possible terms for your family, team, and legacy.

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Buy-Side Advisory

Sells helps focused, principled buyers identify aligned founders, navigate complex transactions, and execute with insight—unlocking the full potential in every acquisition.

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Strategic Preparation

Sells provides owners with expert guidance and trusted relationships across every aspect of a transition—from operations and tax planning to financial audits, wealth planning, and beyond—helping maximize both immediate and lasting value when the time is right to exit.

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Transaction Management

Sells spearheads every aspect of a transaction—from positioning and securing client objectives to coordinating work streams and shareholders in due diligence—so buyers and sellers can stay focused on Day One, post-close.

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Let’s Talk

The most successful relationships begin with honest, straightforward conversations. We welcome the chance to meet you and learn about your business—whether you’re planning a transaction today or years from now. A well-crafted exit strategy deserves thoughtful planning and world-class execution.