Merger & Acquisition Advisory Services

Privately negotiated transactions with family and founder-owned middle-market companies 

SELECTED TRANSACTIONS

OUR TRANSACTIONS

Privately negotiated transactions with an emphasis on discretion and confidentiality

  • Comprehensive M&A advisory services for founder and family-owned companies

  • Senior deal team that maintains a leading role from planning through closing

  • Demonstrated long-term track record of successful dealmaking

  • We are advocates, deal incubators, problem solvers, process managers and closers

  • Emphasis on creating, distributing and capturing value for our clients

  • Majority and Minority Recapitalizations

  • Growth Capital

  • Shareholder Dividends and Liquidity

  • Sale of a Business to Strategic Acquirers

  • Acquisition Searches and Financing

  • Shareholder Conflict Resolution

Flexible Capital Structures

Proven track record of sourcing, negotiating, structuring and closing capital and acquisition transactions that closely align with the economic, structural and cultural needs of business owners and executive management teams of privately-owned businesses.

Strategic Focus

Industry Experience

ABOUT

Founded in 2007, Carriage Hill offers exceptional advisory services tailored to best-in-class privately owned middle market companies and private investment groups. We have a deep understanding of the unique needs of founder, family and employee-owned businesses. Leveraging our extensive operational experience, broad M&A transactional expertise, and vast relationship network, we drive value and achieve outstanding outcomes for our clients.

Since our inception, we have successfully advised and negotiated over 100 engagements for our clients, including management and strategic buyouts, majority and minority recapitalizations, growth capital transactions, platform acquisitions, business unit divestitures, and add-on acquisitions. Our clients have captured billions of dollars in enterprise value leveraging our unique and privately negotiated transaction methods. We closely advise our clients to navigate a variety of situational dynamics including market and industry paradigm shifts, family transition planning, significant growth objectives, shareholder liquidity needs, value-add and synergistic business enhancements, and the development and execution of organic and inorganic growth strategies.

We remain dedicated to serving private, multi-generational, employee and partner-owned middle market businesses. Our approach combines creativity with thoughtful strategic advice, ensuring flawless execution for our clients across multiple industries nationwide. The experience and strength of our professionals, along with the quality of our work, have earned us widespread recognition within our industry as we consistently deliver exceptional results.

Maintaining a high degree of confidentiality and discretion from the inception of our process through closing is one of our core priorities. Our highly-customized transaction processes are tailored to focus on selecting the most likely and relevant counterparties specific to each transaction without the need for running a traditional broad process that often spreads or leaks confidential information to competitors, customers and employees. As an independent M&A advisory firm, we offer unbiased, conflict-free advice and transaction management services to our clients, free from onerous financial institution affiliations.

Our clients also rely on us for insights, advice and strategies that drive their sales growth and accelerate their expansion through synergistic acquisitions. We often operate as an outsourced corporate development team for our clients that have strategically decided to pursue acquisitions but do not have the full complement of internal resources to execute their inorganic growth strategies.

Our success is measured by the short and long-term achievements of our clients.

LEADERSHIP TEAM