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
- We are not a monolithic, "bulge bracket" Wall Street investment firm solely focused on large enterprises and the next "unicorn".
- We are not a regional investment bank whose mid-level bankers are juggling multiple deals at a break-neck speed using a standardized, one-size-fits-all process.
- We are not an industry-specific investment bank, operating in a small "sandbox" with inherent conflicts of interest or with tunnel vision that misses important but less obvious opportunities.
- We are not business brokers who tend to focus on sub-$5M deals and are subject to legal restrictions on deal structuring and securities transactions.
- We are not interested in a high-volume, churn-and-burn approach to deal-making, but rather genuine partnerships that allow us to do what we do best - adding meaningful value for our clients throughout the M&A process.
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:
Manufacturing/ Distribution
Business Services
Technology
Media and Marketing
Healthcare
Specialty Services and Products
Our Team’s Past Successes
A Mortgage Compliance Services Company
**
Exclusive Sell-Side Advisor
A Biotechnology Company
**
Exclusive Sell-side Advisor
A Content-Aggregating Video Blog Company
**
Exclusive Sell-side Advisor
A Life Science Strategic Communications Company
$31,000,000
Exclusive Sell-side Advisor
A Fortune 200 Company
A Retail Electricity Provider Company
**
Exclusive Buy-side Advisor
A Business Process Outsourcing Division
**
Buy-side Advisor
A Testing & Measurement Equipment Company
**
Exclusive Sell-side Advisor
A Corporate Education Center Division
**
Exclusive Sell-side Advisor
A Global Management Consulting Company
**
Strategic Assessment
A Color and Additives Concentrates Company
**
Exclusive Sell-side Advisor
A Textiles Manufacturing Company
**
Exclusive Sell-side Advisor
A Window Systems Manufacturing Company
**
Exclusive Buy-side Advisor
A Loose Fit Protective Packaging Division
**
Exclusive Sell-side Advisor
A Paper Converting Division
**
Exclusive Sell-side Advisor
A Bankers Training & Consulting Division
**
Exclusive Sell-side Advisor
A Workplace Learning Division
**
Exclusive Sell-side Advisor
A Building Materials Distribution Company
**
Advised on Equity Buyback
A Wholesale Supplier of Access Controls Company
**
Exclusive Sell-side Advisor
A Propane Retail Distribution Company
**
Exclusive Buy-side Advisor
A Building Materials Distribution Company
**
Exclusive Sell-side Advisor
A Book Publishing Company
**
Exclusive Sell-side Advisor
A Newspaper Inserts Producing Company
$122,000,000
Sell-Side Advisor to Minority Shareholders
A Greetings Card Company
**
Exclusive Sell-side Advisor
A RE Leasing & Petroleum Storage Company
**
Advisor- Going Private, Reverse Stock-Split
A Specialty Medical Technology Company
$45,000,000
Exclusive Placement Agent
A Specialist Oncology Company
$17,000,000
Private Placement of Common Stock
A B2B Integrated Marketing Company
**
Exclusive Sell-side Advisor
A Social Media Company
$500,000,000
Exclusive Sell-side Advisor
A Specialty Printers & Terminals Company
**
Buy-side Advisor
A Video Search Engine Company
**
Exclusive Sell-side Advisor
A Treated Wood Poles Company
**
Exclusive Buy-side Advisor
An Information Technology Division
**
Exclusive Sell-side Advisor
An Automotive Parts Manufacturing Company
**
Exclusive Sell-side Advisor
A Specialty Chemicals Company
**
Exclusive Sell-side Advisor
A Lighting Equipment Company
**
Exclusive Sell-side Advisor
A Management Consulting Company
**
Advisor to Valuation Committee
An Automotive Parts Manufacturing Company
**
Exclusive Sell-side Advisor
A Japanese Public Company
An Amusement Ride Manufacturing Company
**
Buy-side Co-Advisor
An Appellate Services Company
**
Exclusive Sell-side Advisor
An Automotive Products & Engineering Company
**
Exclusive Sell-side Advisor
An Electrical Transmission Construction and Maintenance Services Company
**
Board Advisor on Takeover Offers
A ESOP Healthcare Group Purchasing Company
$32,000,000
Exclusive Sell-side Advisor
A Legal Workplace Compliance Training Company
$32,000,000
Exclusive Sell-side Advisor
American Metals
An Aluminum Die-Casting Company
**
Bridge Financing Financial Advisor
American Metals
An Aluminum Die-Casting Company
**
Exclusive Buy-side Advisor
A Management Consulting Company
**
Board Advisor for Strategic Assessment
A Information Technology Company
$350,000,000
Debt Restructuring Advisor – Minority Shareholder
A Private Equity Company
**
Exclusive Buy-side Advisor / Strategic Assessment
A High Security Windows Systems Division
**
Exclusive Sell-side Advisor
Talk to us about what it takes to sell your business.