Owner,
Meg Technologies, Inc.
“The Embarc team played a pivotal role in orchestrating the successful sale of our company. Prior to their involvement, our sales endeavors had faltered. With their arrival, Embarc assembled a highly adept team of experts who swiftly immersed themselves in the intricacies of our company, crafting a succinct yet comprehensive summary to present to the market. Their efforts sparked considerable interest among prospective buyers, and they adeptly narrowed down the field to the top four contenders. Embarc orchestrated meetings with each, guiding us with precision to select the most promising suitor.
Throughout the process, it was an absolute pleasure collaborating with the Embarc team. Their dedication and expertise were truly remarkable. Upon the signing of the IOI, their involvement kicked into high gear. Their seasoned experts stood by us at every step, seamlessly collaborating and channeling our energies into compiling the requisite volumes of data. Together, we navigated through the few challenges that arose along the journey to a successful sale of the business.”
Partner,
Network Doctor
“Jay and the Embarc team were recommended to my business partner, Paul, and I when we had already started our M&A journey. We had been working with another investment bank, but they didn’t seem to understand our space, and they were wanting a piece of the deal. In meeting Jay, I realized quickly that he is confident, knowledgeable, honest, and most often the brightest finance professional at the table—so we knew we wanted him sitting at our side of the table.
Almost immediately we felt like he was part of our team; he helped us feel prepared at all times, and he could articulately respond to any and all questions and requests. We were beyond satisfied with the work and the results that Embarc got for us—Jay truly is the Jerry Maguire of investment banking.”
Founder & CEO,
MAXPRO Fitness
“I initially chose to work with Embarc Advisors because of the way Jay articulated how a smaller start up like MAXPRO Fitness could benefit from the expertise of consultants who had worked with some of the larger advisory firms and had executed on significant deals–and it made sense to me.
The biggest benefit I experienced from working with Embarc Advisors was having a sounding board and advisor; whether it was related to financing, capital raise, legal introductions, or corporate structure, I had someone I could call for trusted advice and counsel. With that said, the Embarc team also helped MAXPRO Fitness with other specific projects, including the preparation of investor decks, as well as the creation of a highly complex and professional financial model.
The team at Embarc Advisors has been very professional, friendly, and down to earth. They have shown my company respect and continued attention, and I have found them to be unwaveringly trustworthy.”
President,
Rich LTD.
Embarc Advisors did a phenomenal job bringing this transaction to fruition. Their experience, their analytical rigor, their thoughtful strategic approach, and their deal acumen are what set them apart from the many other firms I interviewed.
Not only did they do all the heavy lifting so I could focus on running my business, but they made me feel like I was their only client. Their process is highly collaborative, and their extraordinarily talented team was always accessible and responsive. They are also well-networked and introduced me to a number of other helpful advisors. I owe a huge debt of gratitude to Jay and his entire team.”
CEO,
Empaxis
“Jay and the team at Embarc Advisors are professional, diligent, super knowledgeable, and good partners. They work hard and turn things around quicky while delivering very professional work product.
Initially, we chose to work with Embarc Advisors because of their approach; they were different from other investment banks that were heavier and seemed solely focused on getting a cut of the deal.
At the start of our partnership, we had a very specific need that the Embarc team was assisting us with, but over time they helped us realize the strength of our firm and emboldened us to try new and different things. They opened our eyes to a new way of looking at our business and showed us how to configure Empaxis in a way that makes it more valuable in the long run for stakeholders, and which generally set us up for greater growth and success.”
Co-Founder
Strata
“Selecting the right advisor to facilitate the sale of our business was critical. After thoroughly evaluating several highly qualified advisors, we confidently chose Jay’s team.
From the onset to the conclusion of the transaction, their professionalism was evident, enabling my co-founder and me to concentrate on our core operations. The team demonstrated exceptional responsiveness, responsibility, and expertise. Their service quality can be likened to the bespoke experience one would expect from industry giants like McKinsey and Goldman, but tailored for businesses of our scale. Our gratitude extends to the entire Embarc and Quoin Advisors Team.”
CEO,
Kept.pro
“Embarc Advisors is the go-to firm for most fractional CFO work—especially Finance and M&A work. I am a big fan of their Finance-as-a-Service model, and the fact that they are doing this work on an hourly basis is amazing.
For companies that need finance bandwidth or finance related advice, or for those that are considering a transaction or need more robust FP&A, Embarc is the most competent and trusted resource
available.”
Co-Founder
TechMD
“Choosing Embarc as our M&A advisory firm was one of the best decisions we made in this entire process.
Jay Jung and his team helped us position the company for sale, marketed TechMD in a way that generated numerous competitive bids, and guided us every step of the way until close. They were top-notch in terms of expertise but more importantly, they were most interested in protecting our interests and helping us get the best deal possible.”
Book a call with Embarc Advisors to learn more about how we can help you achieve your goals.
© 2024 Embarc Advisors. All Rights Reserved | Privacy Policy | Google Privacy Policy | Google Terms of Service
