Walden M&A

M&A Advisory Built for the Middle Market by Former Business Owners

Advisor-led M&A from people who have been on both sides of the table. Partner with veteran operators who combine firsthand operational experience with direct market access to drive exceptional results on your behalf.

40+

Years of transaction experience

200+

Transactions closed

$200M+

Total transaction value since 2006

About Walden M&A

Principals Who Measure Success by Outcomes, Not Fee Structures.

Walden M&A, a veteran-owned firm, understands the intricacies of both exits and acquisitions.

Built on 40 years of practice and 200+ closed transactions, we leverage our dual-sided perspective, advisor integrity, and direct access to non-public capital networks to maximize your outcome.

John S. Phillips
President & CEO,
CM&AP, MBA
Industrials & Business Services Practice Lead
A.J. Alexander
Director, CM&AP, MBA
Industrial Automation Practice Lead
Samantha Jones
Director, CM&AP, MBA
Buy-Side
Practice Lead
Bill DiMaio
Director, CM&AP,
CEFA, MBA
Healthcare & Life Sciences Practice Lead

Industries

Deep Vertical Expertise for Buyer & Seller Value

Precise, industry-specific advisory for expanding through acquisition or navigating legacy-preserving exits

Industrials

Command a superior exit valuation, or acquire off-market industrial targets to systematically scale your operations.

Business Services

Transition your firm to the right buyer, or capture proprietary add-ons to strategically advance your core thesis.

Technology

Translate your complex IP into wealth, or source off-market technology systems to expand your internal capabilities.

Our Processes

Growth Without Distraction

Partner with an independent and objective team to secure off-market targets and drive transaction certainty — without pulling your leadership off day-to-day operations.

01
Originate
We secure exclusive, off-market opportunities by crafting and delivering a compelling narrative on your behalf, giving owners a definitive, strategic reason to sell to your organization.
02
Qualify

We rigorously filter the market using proprietary screening and structured scoring methodologies, ensuring your team only spends its valuable time reviewing the highest-quality targets.

03
Execute

We drive the entire acquisition process for you — expertly managing everything from the initial letter of intent and due diligence through final negotiations and a successful close.

Operator-Led Advisory for an Exceptional Exit

By engaging early, we establish the infrastructure necessary to minimize diligence friction and fiercely defend your EBITDA. Through direct access to exclusive, off-market buyers, we ensure a transaction that not only captures a premium valuation but guarantees continuity for your team and protects the people who helped build your life’s work.

01
Prepare

We work alongside you to define your specific post-exit goals and transition timeframes to build a strategic runway that secures your legacy-preserving exit.

02
Evaluate

We conduct rigorous pre-market evaluations to minimize diligence friction, proactively translating your operational excellence into a highly defensible EBITDA.

03
Position

We leverage our exclusive networks to align your enterprise with acquirers’ strategic needs, maximizing market demand while maintaining strict confidentiality.

04
Execute

We navigate the final negotiations decisively on your behalf, manage due diligence and aggressively defend your valuation multiples to close successfully.

Recent Transactions

Speciality Precision Fabricator
has been acquired by

Little River Partners

Advised on Sale of Company

Specialized Precision Manufacturer
has been acquired by

KIHM Metal Technologies

Advised on Sale of Company

global flags unlimited
Flag Distribution & Manufacturing
has been acquired by

Search Investment Group, LLC

Advised on Sale of Company

paradigmsecurity-logo
Guard and Patrol Security Services
has been acquired by

Pinnacle Security & Investigation

Advised on Sale of Company

Hear from Our Clients

Discuss Your M&A Strategy with a Walden Advisor

Explore your M&A options with a Walden principal and get answers about your prospects, your timeline, and your ultimate goals.