M&A Consulting + Investment Banking in Salt Lake City

Helping business owners get the highest possible return on their life’s investment.

Assess

Grow

Sell

Thrive

Helping entrepreneurs in Salt Lake City with investment banking + M&A strategies

We know that every transaction is personal—and your investment banking services should be as unique as your company is. That’s why our team offers customized exit planning, valuation, M&A, investment banking, and wealth management services to entrepreneurs in Salt Lake City and across the country.

Let our team of experts guide you along your entrepreneurial journey. With hundreds of middle-market transactions and strategic advisory engagements completed, our industry-leading investment bankers know what it takes to complete your transaction.

Recent M&A transactions

We work with companies generating annual revenues of $5-$500m across multiple industries—including consumer, healthcare, business services, technology, industrial & manufacturing services, and more.

Investment Banking

What our clients say about us

Considering an M&A or sales transaction in Salt Lake City? We've got you covered.

  • Hidden
  • This field is for validation purposes and should be left unchanged.
Scroll to Top

Take our CoPilot Market Readiness Assessment!

Enter your information below, and a team member will be in touch.

  • This field is for validation purposes and should be left unchanged.

Interested in seeing if your business is market-ready?

Computer Showing Class VI Website

Enter your information below, and a team member will be in touch.

  • This field is for validation purposes and should be left unchanged.