Mergers & Acquisitions Advisory
Independent, conflict-free advice for middle-market transactions. We represent sellers, buyers, and boards navigating complex strategic decisions.
Discuss a TransactionBoutique Expertise.
Institutional Execution.
Palmstone Capital provides independent M&A advisory services to entrepreneurs, family-owned businesses, corporations, and private equity sponsors. Our senior bankers bring decades of experience executing complex transactions across industries and geographies.
We offer the focused attention of a boutique firm combined with the capabilities and reach of larger institutions. Every engagement is led by senior professionals who remain actively involved from initial strategy through closing.
Our independence ensures our advice is always aligned with our clients' interests-we have no conflicts from lending, trading, or asset management activities.
Transaction Capabilities
We advise on the full spectrum of M&A transactions, tailoring our approach to the specific circumstances, objectives, and timeline of each engagement.
Sell-Side Advisory
We represent shareholders seeking to maximize value through a full or partial sale of their business. Our structured sale processes are designed to create competitive tension among qualified buyers while maintaining confidentiality.
- •Full company sales and majority stake dispositions
- •Management buyouts and employee ownership transitions
- •Strategic minority investments
- •Secondary sales and sponsor-to-sponsor transactions
Buy-Side Advisory
We advise strategic and financial acquirers on identifying, evaluating, and executing acquisitions that align with their growth objectives and investment criteria.
- •Target identification and screening
- •Valuation analysis and deal structuring
- •Due diligence coordination
- •Negotiation support and transaction execution
Divestitures & Carve-Outs
We help corporations and private equity sponsors divest non-core assets, subsidiaries, or business units through structured processes that maximize value while minimizing operational disruption.
- •Subsidiary and division sales
- •Non-core asset dispositions
- •Carve-out structuring and separation planning
- •Transition services agreement negotiation
Strategic Alternatives
When clients face inflection points, we provide objective analysis of available strategic options-whether that involves a sale, recapitalization, merger, or continued independence.
- •Strategic options assessment
- •Standalone value analysis
- •Merger-of-equals advisory
- •Defense advisory and shareholder activism response
Our Process
A disciplined, proven approach to M&A execution that maximizes value while managing complexity and risk throughout the transaction lifecycle.
Strategic Assessment
We begin every engagement with a comprehensive analysis of the business, its competitive positioning, and the universe of potential counterparties. This phase establishes the foundation for a successful transaction.
Preparation & Marketing
We develop compelling marketing materials that articulate the investment thesis and position the business for maximum value. Our materials are designed to resonate with institutional buyers and sophisticated investors.
Process Management
We manage all aspects of the sale process, maintaining competitive tension while ensuring interested parties have the information and access needed to develop compelling proposals.
Execution & Closing
We lead negotiations through definitive documentation and coordinate all parties to achieve a timely and successful closing, protecting our client's interests at every stage.
Sector Expertise
Deep industry knowledge enables us to identify the right buyers, articulate compelling investment theses, and negotiate from a position of strength.
Technology
Healthcare
Manufacturing
Financial Services
Energy
Real Estate
Why Palmstone Capital
In a crowded market of M&A advisors, we distinguish ourselves through senior-level attention, global reach, and a relentless focus on execution excellence.
Senior Banker Involvement
Our senior professionals lead every engagement from beginning to end. You won't be handed off to junior staff after the pitch-the bankers who win your mandate will be the ones who execute your transaction.
Global Buyer Network
Our relationships span 4,600+ institutional investors, strategic acquirers, and family offices across North America, Europe, the Middle East, and Asia. We ensure your opportunity reaches the right buyers regardless of geography.
Conflict-Free Advice
As an independent advisory firm, we have no lending relationships, principal investments, or trading activities that could create conflicts. Our only interest is achieving the best outcome for our clients.
Execution Discipline
We bring institutional rigor to every transaction-from professionally prepared materials to disciplined process management to aggressive negotiation tactics. We hold ourselves to the same standards as the largest investment banks.
Considering a Transaction?
We welcome confidential conversations with business owners, shareholders, and boards exploring strategic alternatives. Our initial consultations are complimentary and without obligation.