matters
After a lifetime of hard work and sacrifice, you deserve an exit strategy that gets you not just any deal but the RIGHT deal.

M&A is not just a numbers game.

After a lifetime of hard work and sacrifice, you deserve an exit strategy that gets you not just any deal but the RIGHT deal. Without expert guidance, you may be leaving money on the table or missing significant opportunities you hadn’t even considered.

At Persient, we have spent decades preparing business owners for success, helping them realize the full potential value for their companies. We look beyond simple price and terms to skillfully execute deals that fulfill owners’ lifestyle, legacy, and monetary goals.

Because your business is not just a business. It’s personal.

What we do

You are more than a number. And so is your business.

We understand that a company’s total value on the global market is only partly determined by financials and execution. Real premiums are gained in the precise positioning and storytelling of a company’s intrinsic value to a well-matched buyer.

Our Promise: To put our unparalleled M&A expertise to work for your interests and not rest until we have negotiated the RIGHT deal for you. You deserve nothing less.

You are more than a number. And so is your business.
You know your business. We know M&A.

How We Do It

You know your business. We know M&A. There is no substitute for proven, trusted experience in getting companies across the finish line. That’s our specialty.

We design and orchestrate a customized M&A experience to gain maximum value for your business while easing the pain points of the journey. Every aspect of our approach is driven by the belief that 99% of success is execution.

We are serious about transparency and pride ourselves in a controlled market-clearing process that achieves growth, maximizes value, and ensures the successful completion of your transaction.

How We Add Value

M&A is our singular focus.

Selling a business or bringing on new partners is probably not something you do every day. We understand how important it is to get the countless details exactly right.

We give you peace of mind throughout the process, knowing you are armed with the most complete data and insights needed to make the best decisions to meet your goals. Typical offers have a spread as high as 2x between the highest and lowest offers – who you speak to and how you position the company matters.

M&A is our singular focus.
Persient is a middle market investment bank delivering creative, global take-to-market strategies for mature, profitable businesses ready for sale.

Who We Are​

Persient is a middle market investment bank delivering creative, global take-to-market strategies for mature, profitable businesses ready for sale.

Our leadership team is comprised of investment banking professionals with decades of experience. We are also former business owners and operators that have been through the M&A process ourselves. This diverse personal experience on all sides of the transactional table translates into strong, highly compelling offerings that get attention – and results – for our clients.

Who we are not

Persient is not a monolithic, "bulge bracket" Wall Street investment firm solely focused on large enterprises and the next "unicorn".

Our Team’s Past Successes

We are obsessed with providing exceptional client care, hand-selecting the companies we believe we can best serve with our approach to M&A advising.

Who We Serve

We are obsessed with providing exceptional client care, hand-selecting the companies we believe we can best serve with our approach to M&A advising. We focus on mature, profitable mid-sized private companies whose owners are looking for an exit strategy or growth option for their business. Our clients typically generate sales in the $10 – $200 million range OR expect to generate profits/earnings (adjusted for nonrecurring add-backs) in the $2 – $20 million range.

We have experience working with companies in a variety of industry verticals, including:

Past client experiences

From the day we started the process, I felt like we were one team with a shared mission to find the best strategic and economic partner for my business. [You folks] took the time to learn my business and articulate my value proposition; they diligently pursued all opportunities well beyond just the low hanging fruit; and they never missed a deadline. I liked that [they] are industry agnostic. I think it made them look harder for potential deals without pre-conceived ideas or existing relationships on the buyer’s side. What’s more, they were an absolute pleasure to be around. I could not have asked for more and would recommend them to anybody. I can honestly say I feel they earned every penny of the fee – and I’m not very sure most sellers can usually say that about their bankers!

-Carin,

Strategic Life Science Communications Agency, CEO & Founder

We chose [them] because of their independence, confidential outreach and capability to provide an extremely tailored approach. The team worked with us intimately to understand our science, MOA and positioning, and with a very disciplined approach reached key decision makers of domestic and international big-pharma and biotech companies on an expedited basis. They made the entire process extremely easy given their preparedness, transparency and in-depth insight of strategic players who would have an interest in our platform.

-Dan,

Public Biotech Company, CEO

While we have been approached in the past with potential acquisition inquiries, they never resulted in a successful deal for one reason or another. Working with [them] allowed us to attract not only strong interest in the company, but also highly detailed, quality offers from multiple parties, including private equity firms and large, multinational firms from Asia and Europe. As a result of their strategic, proactive approach, we were able to get higher EBITDA multiples than we thought possible and we were able to choose the ideal buyer for our company, with the skills and resources that will enable the company to grow and thrive in the years ahead.

-Kevin,

Specialized Manufacturing Company, CEO & Founder

We worked with the principals at Persient on business valuations over a period of many years even before their current configuration. The team took time to understand just what we were looking for and why it wasn't just an "out of the box solution". They were always responsive in their delivery and understanding of our deadlines. They were insightful in their interactions with management and board and a pleasure to work with. Their assessment and understanding of both our industry and our ownership dynamics assisted with our internal discussions and approvals.

-Steve,

Global Professional Services Firm, CEO

After owning my company for 21 years, I decided it was time to sell and move on. I spent many years in the mortgage industry as my line of work and buying and selling homes was second nature, how hard could it be? However, with all my research, I learned selling a company could be a very stressful and emotional transaction, significantly different from selling a home. So, I took the advice from many and interviewed several banking M&A firms and decided to go with the principals of Persient. I felt their passion and experience set them apart from other M&A firms I spoke with. As we went through the arduous process of selling my company, their attention to detail, step by step support, and friendship we built along the way was priceless. I highly recommend [them] and I'm grateful for their help and guidance through this entire process. I always felt they had my best interest at heart.

-Annemaria,

Mortgage Compliance Firm, CEO & Founder

After receiving an unsolicited indicative offer, we knew we needed a partner who could help us negotiate and navigate the transaction process. Persient’s principals came highly recommended from a colleague and we quickly engaged with them. They negotiated favorable terms for us and made due diligence seamless. With minimal burden on me or my team, we were able to close the transaction in only 45 days – in the depths of the pandemic. Undergoing a transaction can be highly stressful and time consuming, but they made it painless for us. I would highly recommend them to anyone.

-Ed,

Content Aggregating Blog Company, CEO & President

I have loved working with you two. You SO deserve it after what you have put up with from our company. You guys are top notch and I have really enjoyed getting to know you. I hope our paths will cross again one day and I have no doubt that perhaps we will work together.

-Deena,

Fortune 200 Public Energy Company, VP

Some of our previous clients.
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