The Shaughnessy Group
The Shaughnessy Group
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    • Home
    • Selling
      • Exit
      • Management Buy-out
      • Retirement
      • Succesion
      • Valuation
      • Why a sell-side advisor
    • Buying
      • Growth
      • Market-entry
      • Private
      • Search
      • Strategic
      • Venture
      • Why a buy-side advisor
    • Debt
      • Aquistion
      • Seed
      • Venture
    • About
      • News
      • Purpose
      • Team
    • Resources
      • Articles
      • Events
      • Mandates
      • Presentations
      • Reports
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Purpose

Purpose

We founded the Shaughnessy Group in 2017 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 all sides of the table, as M&A  advisors, entrepreneurs, lenders, executives, investors and as business operators, and this experience allows us to see the bigger picture,  anticipate challenges and effectively navigate the transactional landscape within the lower middle market.


Since our founding, our clients have asked us to aid them beyond the  sale or divestiture of a division or business, to help them to grow through acquisition and source debt to fund their aquistions.

Contact us

Book a complimentary virtual consultation to discuss your professional needs, opportunities, or challenges, brainstorming ways to help you succeed.

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Our Value Proposition

Focus

Relationships

Experience

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Supplying financial and strategic advisory services to help businesses in the $500 Thousand to $2 Million EBITA range.

Sell-side Advisory

Experience

Relationships

Experience

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Engage with our teams' decades of experience to aid in your successful strategic outcome.

Our Team

Relationships

Relationships

Relationships

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Leverage our rolodex and extensive network of cross-border banking partners, advisors, investors, entrepreneurs, and strategic buyers.

Our Mandates

Collaboration

Financial Alignment

Relationships

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Our do-it-with-you collaboration model includes you at each stage of your project while we lead the execution allowing you to remain focused on operating your business.

Schedule an initial consult

Financial Alignment

Financial Alignment

Financial Alignment

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Our team invests our experience, leverages our network of relationships, knowledge, and third-party database resources upfront as our "skin-in-the-game" and only engages in your project after a thorough review (at our cost) to ensure we are muttually aligned with your expectations and projects outcomes.


The modest financial commitment in our work fees is credited back to you at close of your transaction from our Success fees. 

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