ABOUT EAGLE ADVISORY SERVICES

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We take a unique approach & strategy to every deal to provide our clients with the best advisory services.

We are an M&A Advisory Firm that represent Lower and middle market companies across a variety of industries.including insurance, technology, healthcare, warranty, Financial Companies, Accounting and several other verticals. We provide M&A advisory services to closely held family owned, private equity sponsored and corporate shareholders that wish to sell a portion of their company, a division, a product line or a subsidiary.

Clients appreciate our boutique approach. Pairing the professional expertise of a Large M&A Firm with the senior level attention and entrepreneurial creativity of a smaller firm We work with our clients on a highly personalized basis. Our intent is not to be everything to everybody. Instead we measure our success on the depth of our relationships with our clients and the outstanding results achieved for them.

We seek to obtain the most advantageous terms while being sensitive to the time pressure associated M&A transactions.yet understand and appreciate the importance of maintaining quality confidentiality and integrity throughout the entire process.

Your business is your identity and your legacy. Before making one of the biggest decisions of your life, you need a partner who understands this is a lot more than a financial transaction, it’s the culmination of a generation's work. Complete confidence that your company will thrive under new ownership or merger is a must.

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Our Vision

A company should not create a strategy around a target because you think it may be attractive. Develop the strategy and then find the targets that best fits your strategy.

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Our Mission

Our mission is to help privately held business owners navigate complex business sale transactions with expert legal & financial advice each step of the way. Constantly building enduring value through bold and unique strategies.

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Our Values

We believe every action must be taken with truth & honesty. We strive to provide the highest level of service possible. Each member of our team strives to put forth the maximum effort for all of our clients. We strive to make our clients satisfied with the transitions & transactions that we help accomplish.

Our Smart Approach

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Financial Services

Large Diversified Network

Financial Services

Large Diversified Network

We have buyers in the marketplace doing multiple small and large ...

Insurance & Warranty M&A

We service all verticals.

Insurance & Warranty M&A

We service all verticals.

Within the evolving insurance and warranty industry landscape, the stage is ...

Accounting M&A

Corporate Accounting Firms

Accounting M&A

Corporate Accounting Firms

When selling an accounting practice, past profits are obviously important but ...

Bond Companies M&A

Risk Mitigation

Bond Companies M&A

Risk Mitigation

We have buyers for all types of bond companies. Please inquire ...

SELL YOUR BUSINESS TODAY OWN YOUR FUTURE TOMORROW

We help low and mid market companies grow their business then at the right time for the optimal price we help them exit to reach their goals. We don't just close deals we open up a world of possibilities. Because when you work with us selling your business means owning your future and creating a legacy that will last for generations.

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We take a unique approach & strategy to every deal to provide our clients with the best advisory services.

We do things differently. While we have a high closing ratio and decades of combined experience, it's not simply about getting a deal done it's about building a relationship with you and finding the right suitor who shares a similar vision for the next phase of your business. Unlike other firms, our senior level managing directors are with you through every step of the process. We prioritize what is most important to you and dedicate our resources to delivering the best possible outcome because we're in it for the long haul. We pride ourselves on authenticity, and you can always expect the unvarnished truth. As you take this next step, we want to partner with you to ensure that this isn't just the best financial decision, but the right one for you. Eagle Advisory Services is a multi faceted proxy solicitation and corporate advisory firm that understands success lies in evolving with our clients and their needs. As an independent, management owned firm with a large group of very seasoned M&A Lawyers, Accountants, Financial Advisors, Analysts and M&A Advisors, our year round support and analysis of the investor and governance landscape allows us to prepare for successful outcomes. Our Principals have over 150 years of experience in the M&A Industry. Our firm has applied innovative methods to address the ever changing roles of regulatory compliance, proxy advisory firms, institutional investors, shareholder activists, and the proxy intermediaries. Our success is based on a combination of our dedicated professionals, their expertise, and the firm’s collective commitment to flawless execution. Our clients rely on us for results We value Individual differences. The history of Eagle Advisory Services is one of entrepreneurs and as a firm built on advice, we value the wisdom that comes that multiple perspectives, openly debated, encourage the judgement. By working together across borders, we leverage Eagle Advisory Services from experience. We put a premium on attracting and best solutions for our clients capitalizing on our large network of relationships to achieve extraordinary retaining the best people. results for clients. 1. We anticipate changes rather than react to them. 2. We have the conviction to take bold stands for our clients. 3. We serve our clients best when we are leaders. 4. Through insight and innovation, we create Clients and Opportunities rather than chase them. Our long term success is based on the results we achieve for clients. We are exhaustive in our research and precise in our analysis.

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