Blog postFP&AM&A BuysideM&A Sellside

February Newsletter: Unlock M&A Success with Super Bowl Strategies!

February 2024 | Embarc Newsletter

Super Bowl Strategies for M&A Sell-Side Success!

Our Senior Director, Matt Holtz, discusses how the high-stakes path to the Super Bowl aligns with the journey of selling your business. From meticulous preparation to seamless teamwork, he walks through leveraging winning tactics to ensure your business emerges victorious in the market. Dive into our latest blog to uncover the parallels between the gridiron and the boardroom, and unlock the secrets to a successful sale.

Embarc Secures Spot in Axial’s Prestigious Top 25 Investment Banking League Tables

We are thrilled to share the incredible news that Embarc Advisors has been recognized on Axial’s 2023 Lower Middle Market Investment Banking League Tables, earning the 7th spot on the list. This recognition is a significant milestone for us, as it highlights our disruptive hourly-based fee model in M&A advisory.

You may be wondering how an M&A advisory start-up firm like ours managed to achieve this recognition. The answer lies in understanding the criteria set forth by Axial. Unlike other rankings, Axial measures quality, not just quantity. They aim to uplevel middle market M&A by recognizing firms that prioritize excellence in execution over sheer volume. 

This recognition reaffirms our effective growth strategy and deep understanding of our client’s needs. As we move forward, Embarc Advisors is committed to setting new benchmarks in financial advisement, solidifying our position as leaders and trailblazers in the lower middle market sector. 

Click here to read more about Axial’s Top 25 list.

Embarc Advisors Spotlight

Welcome New Team Members: Sneha Mathew and Jennifer Moon

Sneha’s expertise spans both sell-side M&A and buy-side transactions. This dual perspective enables us to offer top-quality advice to our clients in numerous scenarios. Sneha is based in Chicago, IL, and is a graduate of the University of Illinois at Urbana-Champaign. She joins the Embarc team following a tenure at Chartwell Financial Advisory and AmeriVet Veterinary Partners. 

Jennifer brings a distinctive skill set to the Embarc team rooted in her chemical and biological engineering background. After graduating from the University of Colorado at Boulder, she started with a focus on recycling initiatives before moving into roles that explored organic and inorganic growth strategies at leading manufacturing, recycling, broadcast media, and telecommunication firms. Jennifer advanced her career further as a senior corporate development analyst sharpening her expertise in the field.  

For more information on open opportunities, or to learn more about our team, please visit our website linked here

Featured Blog Posts
Embarc in the News

Discover a New Way to Build and Execute Business Strategy

Our firm is taking a different approach to corporate finance advisory. Get in touch with our team if you’re interested in learning more about how we can help your business take the next step.

See the Difference that Embarc Advisors Can Make for Your Business

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from - Youtube
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Consent to display content from - Spotify
Sound Cloud
Consent to display content from - Sound