Colleagues of different ages discussing documents together around a table; stock photograph
Our approach to what comes next

Nationwide M&A advisory for privately held businesses

You’ve built more
than a business

We help owners and acquirers prepare for a transaction, evaluate counterparties and coordinate the work through closing, with attention to financial value and the people involved.

Serving business owners nationwideDiscover our work

Selected transaction

Advisor to the seller

Fulcrum Acoustic→Bose Professional
Announced August 2026View transaction

How we can help

Good advice sees
the whole picture

We consider financial value alongside the people who depend on the business and the future you want to create. Those priorities shape the work of a transaction.

01

For business owners

Selling your business

Position the business, engage prospective buyers and evaluate the full offer, including price, terms and what a change in ownership would mean for your people.

Sell-side advisory
02

For acquirers

Acquiring with purpose

Define the investment rationale, research potential targets and examine the financial and operating case before moving through the transaction process.

Buy-side advisory
03

For referral partners

Working alongside you

We work alongside accountants, attorneys, wealth managers and other trusted advisors when a client is considering a sale, acquisition or transition.

Working together

Working through a transaction together

Understand the work
before you begin

A sale and an acquisition start with different questions. Both benefit from a clear purpose, careful preparation and people who keep the work moving. We agree the scope with you before an engagement begins.

  1. 01

    Prepare

    Understand your objectives

    For a seller, clarify priorities and prepare the financial story. For an acquirer, define what an acquisition should accomplish.

  2. 02

    Connect

    Find the right conversations

    Research and approach potential buyers or acquisition targets with attention to fit and confidentiality.

  3. 03

    Evaluate

    Look beyond the headline number

    Examine value, terms, financing and the questions that need diligence, alongside your professional advisors.

  4. 04

    Coordinate

    Work toward a considered transition

    Support negotiations and diligence, coordinate the path toward closing and keep the proposed handover in view.

Explore how we work

Selected experience

The businesses behind
the transactions

Explore our transactions

Choose a transaction

Professional audio
Fulcrum Acousticacquired byBose Professional

Advisor to the seller

August 5, 2026

Fulcrum Acoustic

acquired by

Bose Professional

ThirdSide served as Fulcrum’s financial advisor. President Stephen Siegel described guidance from initial solicitations through diligence and closing.

“Rob's experienced and steady hand helped us navigate the twists and turns that come with this type of endeavor.”

Stephen Siegel · President, Fulcrum Acoustic

Explore the transaction
Explore more of our transaction and advisory experienceExplore all transaction experience

Different businesses, individual priorities

Experience you can
see in the work

The products, customers and people behind a company shape the transaction. These are a few of the businesses we have advised; explore each engagement to understand our role.

Illustrative industry photography

Our transaction experience also includes aquaculture, specialty retail, waste and recycling, and veterinary services.

Explore the businesses we have advised

The people behind the work

Know who is
in your corner

Entrepreneurial perspective, financial analysis and transaction execution, brought together around your objectives.

Get to know our team

A client’s perspective

ThirdSide’s process resulted in a buyer who is a great cultural fit for our employees.

Dave GossPresident, Liberty Cedar

The Liberty Cedar story

Perspectives

A closer look at
the decisions ahead

All perspectives

For professional advisors

An introduction
is a matter of trust

Your relationship with your client matters. We bring M&A perspective to the conversation and work alongside the legal, tax, accounting and wealth advisors already involved.

Begin with the situation and the questions to resolve. We can agree the appropriate next step before detailed business information is shared.

Discuss a client situation

Let’s begin with a conversation

What are you
thinking about next?

A sale, an acquisition, or a question you have not yet put into words. Tell us about the business and what you would like to understand.

Talk with our team617.872.8196