About Walden M&A

Transaction Expertise From M&A Advisors Who Have Built, Bought, and Sold

Walden is an M&A advisory firm that combines owner & executive experience with a comprehensive understanding of buyer and seller mindsets, giving both middle-market enterprises and strategic acquirers a competitive edge.

The Walden Advantage

Precise, Peer-Level Partnerships for Middle-Market M&A

Walden M&A is the proven advisory firm built on over 40 years of collective practice and more than 200 closed transactions.

Because every Walden principal is a former business owner, CEO, or operating executive, we offer strategic guidance rooted in firsthand operational reality rather than mere financial theory.

We don't just facilitate transactions; we partner with you to defend your life's work and maximize your outcomes through three foundational pillars:

1) Dual-Sided Market Perspective

Having sat on both sides of the negotiating table, our principals possess a distinct strategic advantage. We inherently understand the motivations, risk tolerances, and strategies of both buyers and sellers. This allows us to anticipate the opposing party's moves, giving you the leverage required to secure an optimal deal structure.

2) Unwavering Advisor Integrity

As a veteran-owned firm, our entire advisory process is anchored in strict discipline, structure, and absolute transparency. We tell the hard truths when it matters most — including whether or not the timing is right for you to go to market — and relentlessly protect your confidentiality. We measure our ultimate success by the quality of your outcomes, not our fee structures.

3) Global Reach & Specialized Focus

We pair our highly personalized, owner-to-owner approach with immense transactional power. As a founding member of the Cornerstone International Alliance, we provide our clients with direct access to an elite, global network of off-market buyers and non-public capital tailored specifically to your industry sector.

Meet the Principals

The Owner-Operator Advantage in Every Transaction

We are former business owners, CEOs, and operating executives who have been in your shoes. We apply the hard-won lessons of our own exits to your engagement, combining real-world operational insight with a meticulously structured process to secure your ideal transaction.

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

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.