BOUTIQUE
M&A Advisors
Specializing in lower middle market sell-side and buy-side engagements
SERVICES
SELL-SIDE M&A
Woodmont Financial Group provides a full range of sell-side M&A advisory services. We take a disciplined approach to our services, shaping our processes to meet your objectives. We design a robust plan and develop offering materials that convey your company’s value proposition in the marketplace. From this point, we manage every step of the sales process minimizing distractions to your business while also providing timely and transparent updates regarding the transaction.
BUY-SIDE M&A
Woodmont Financial Group offers comprehensive M&A advisory services to help your growth-by-acquisition goals. Whether you are looking to enter a new market or increase existing market share, we can assist you with our wide range of industry experience. We ensure that clients are supported every step of the way, from sourcing high-quality acquisition targets to closing the deal.
What Makes Woodmont Financial Group Different?
Our team has worked on transactions from every possible angle.
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Investment Banking: We have advised owners and executives on business sales across a variety of industries so we know how to position your business to extract maximum value.
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Private Equity: We have been on the other side of the table from M&A advisors and actually invested in lower middle-market businesses spanning multiple sectors so we know exactly what these types of buyers are looking for.
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Corporate: We have held financial positions at large corporations which gives us insight into what strategic buyers are looking for.
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Operator: We have acquired and operated our own businesses so we understand what our clients are going through on a day-to-day basis and how important a sale of their business is.
Whichever M&A broker you choose, make sure they can say the same.
OUR VISION
Woodmont Financial Group is a premier M&A advisor that offers a team of highly experienced and knowledgeable professionals that understand the complexities of mergers and acquisitions. In addition to our M&A expertise, we are also former operators, so we have seen transactions from every angle and can relate to our clients. We take a personal approach to ensure that our clients are confident throughout the entire process. We are selective and only take on a limited number of engagements at any given time, so we can provide the attention and care our clients deserve. Our mission is to help our clients achieve their desired outcomes and maximize the value they have worked so hard to create.
CONTACT
WOODMONT FINANCIAL GROUP
OUR ADDRESS
7440 Arrowood Road​
Bethesda, MD 20817
Email: josh@woodmontfinancialgroup.com
Phone: (240) 252-4227
For any general inquiries, please fill in the following contact form:
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