Purpose

We founded the Shaughnessy Group with the purpose to help business owners successfully transition out of their most valued asset, their privately held, lower middle-market company. These sophisticated transactions or “liquidity events” require immense planning, carefully execution and professional selling that only an experienced M&A advisor can provide.

We exist to create successful outcomes for our business owner clients, but a big part of our job involves educating the various stakeholders,  advisors, intermediaries and entrepreneurs themselves on what the M&A process looks like from 30,000 feet down to a bird's eye view. We’ve been  on both sides of the table, as M&A sell-side advisors and as executive business operators, and this experience allows us to see the big picture,  anticipate challenges and effectively navigate the transactional landscape within the lower middle market.