Sell-Side M&A Advisory | Investment Bank
The guidance, preparation, process and care you need to get to the deal you deserve.
You only sell your business once, and it’s a moment you should look back on with pride. Our team has helped hundreds of entrepreneurs understand their value, find the right buyers, and sell with confidence.
$0B+
In Realized Value For Entrepreneurs
100+
Deals closed for founder-led and family-owned businesses
0
Net Promoter Score: World-Class Client Satisfaction
*Based on internal data as of 8/1/2026
A successful exit is about combining the right financial outcomes with terms that fit your needs, wants and goals.
We help founders define their ideal outcome, and then find a buyer and structure a transaction to meet their objectives. Our team can guide you through a full sale and near-term exit, a partial sale with rollover equity, or a process that brings a growth partner to the table to help your business reach the next level. What makes your outcome successful is based entirely on what’s most important to you, so that’s where we start. Check out the section below for more details on our process.
How it works
Strategic insight
Our process to get clients the best outcomes.
Our approach, honed and refined over two decades of helping founders get to their ideal exits, is uniquely suited to find the absolute best buyer fit possible (which is often outside of the “usual suspects”).
Set Your Goals
We get to know you and understand how you view a successful deal outcome, in all its complexity.
Make the case
Working with your team, we examine every facet of the business so we can tell the most compelling, data-backed story to potential buyers.
Cast the net
We develop multiple investment theses to reach beyond the usual suspects, uncovering unexpected buyers and “outlier bids” that often create the best outcomes for our clients.
Push your leverage
We help you analyze offers and negotiate the terms that mean the most to you, usually in conversation with multiple bidders.
Hustle, hustle, hustle
Deals are time-dependent and due diligence is arduous. We lead the process and field the diligence requests at all hours, while you concentrate on the business. Together, we ensure sustained company performance protects deal price and terms and speed to closure maximizes certainty of reaching the finish line.
Exit on your terms
Closing a deal involves signatures, legal review, and waiting for the wire to hit. We work through this final stretch alongside you, protecting the price and terms we've negotiated throughout the process. You walk away with a deal you feel confident and proud of.
Our loyalty flows one way.
We work exclusively for entrepreneurs, never private equity firms or large corporate buyers.
Why does this matter? Many investment banks will represent your company in a transaction with a buyer they’ve partnered with on other deals and hope to partner with again. We don’t allow such conflicts of interest to impede our ability to serve as your strongest advocate.
Get the Class VI M&A Readiness Guide
Download the M&A Readiness Guide.
Download our free guide, designed to help entrepreneurs answer one of the hardest questions in their journey: "Am I ready to sell?" From firsthand accounts from founders who have sold their businesses to tips from Class VI team members who have worked through more than 120 transactions to assessment exercises to see where you stand, the guide has everything you need to approach your exit decision with confidence.
Not sale-ready yet?
Building sustainable value in your business is important to a lot more than just an eventual sale, and our Pathfinder program is designed to help you reach your most critical growth milestones throughout your journey.
Proactive Financial Planning
An M&A transaction is a complex liquidity event. Talk to Class VI Family Office about wealth management, tax-efficient strategies, and more.
Class VI Investment Bank Clients
Our clients share their experience working with Class VI’s investment banking team through a transaction