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.