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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 strategy to tactical execution. 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 acquisitions.

Contact us

Book a complimentary virtual consultation to discuss your professional needs, opportunities, or challenges, brainstorming ways to help you through our mergers and acquisition advisory, strategic consulting, and valuation services.

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Our Value Proposition

Focus

Relationships

Experience

Our focus is closing your lower middle market transaction. Being selective ensures aiding owners, entrepreneurs, and executives through the business life cycle, buying, financing, and selling their business.

Why an advisor?

Experience

Relationships

Experience

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

Our Team

Relationships

Relationships

Relationships

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

Our Mandates

Collaboration

Collaboration

Relationships

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.

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Alignment

Collaboration

Alignment

Our team invests our experience, leverages our network of relationships, knowledge, and third-party and proprietary 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 mutually aligned with your expectations and project outcomes.


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

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Process

Collaboration

Alignment

Creating highly confidential, custom-made, professionally tailored, global demand for your transaction through a pro-active, competitive process, to assure closing your transaction in a timely fashion, at preferential terms and highest value. 

View our process

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