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