Walden

Walden is a trusted Atlanta-based M&A firm built upon integrity, creativity, and confidentiality since 1991. Our principals lead an experienced Atlanta M&A firm of specialists with decades of combined experience, including successful histories as business owners.

Why Private Equity is Eyeing Middle Market Businesses

The mergers and acquisitions (M&A) landscape has seen a significant shift, with private equity (PE) firms increasingly focusing on middle-market businesses. Several key factors have driven this trend, presenting both unique opportunities and challenges for family and founder-owned businesses. To help business owners understand this dynamic, Walden M&A’s President John Phillips and Principal Dean McDonald shared […]

August 15, 2025

Selling a SaaS Company: Understanding Vertical Market Software Consolidators

The dynamic world of technology mergers and acquisitions includes a diverse range of buyers, each with specific investment needs. Among these, specialized acquirers known as vertical market software consolidators stand out as a notable acquirer of Software as a Service (SaaS) and technology-enabled businesses. Gui Carlos, a Principal at Walden M&A with a specialized focus on […]

July 28, 2025

Introducing Gui Carlos: New Walden M&A Principal and Technology Expert

Walden M&A is excited to announce the addition of Gui Carlos to its team of principals. Carlos brings a wealth of experience in venture capital and a specialized focus on technology mergers and acquisitions, further strengthening Walden M&A‘s capabilities in this dynamic sector. His international background and deep understanding of tech valuations position him as […]

July 16, 2025

Common Pitfalls in Selling a Business

Selling a business is one of the most significant decisions a founder or family owner will make. It’s a complex journey, and while the potential rewards are substantial, so are the risks. Many business owners, despite their entrepreneurial acumen, stumble into common pitfalls that jeopardize a sale, reduce valuation, or lead to a frustrating experience. […]

July 9, 2025

Walden’s Strategic Approach to Buy-Side M&A Transactions

Walden M&A’s robust strategy for buy-side M&A transactions is a direct response to the growing demand from strategic buyers seeking professional assistance in identifying and acquiring businesses. This initiative reflects Walden M&A’s commitment to offering comprehensive investment banking-level services, extending the firm’s expertise beyond sell-side representation to actively guide companies through the intricate process of […]

June 24, 2025

Introducing New Walden M&A Principal Bob Tankesley

Walden M&A is excited to announce the addition of Bob Tankesley to our team of principals. Bob Tankesley brings a wealth of experience and a unique perspective to the firm, particularly in guiding owners of lower-middle-market companies through successful exit strategies. His focus on the industrial sector further strengthens Walden M&A’s ability to serve a […]

June 16, 2025

Selling a Manufacturing Business in 2025: Navigating Market Dynamics for a Successful Exit

The beginning of 2025 has brought its share of market turbulence for some businesses, with fluctuations in tariffs and the stock market creating a range of emotions for manufacturing business owners and operators. For those contemplating the sale of their companies, the landscape for selling a manufacturing business presents a mix of challenges and opportunities. […]

May 29, 2025

Takeaways from the Smart Business Atlanta Dealmakers Conference 2025

For many family and founder-owned businesses, the decision to sell signals a significant life transition. As you contemplate this pivotal moment, understanding the current M&A landscape becomes crucial. The Smart Business Atlanta Dealmakers Conference 2025 recently convened savvy M&A professionals, business owners, and financial advisors, offering valuable insights into the evolving world of mergers and […]

May 22, 2025

Selling a Franchise: Unique Considerations for Business Owners

Selling a business is a significant undertaking for an owner. Selling a franchise presents a distinct set of considerations for both the seller and the potential buyer. While the fundamental principles of mergers and acquisitions still apply, the presence of a franchisor introduces an additional layer of complexity to the transaction. Understanding these unique aspects […]

May 15, 2025

The Accountant’s Role in Mergers & Acquisitions

Mergers and acquisitions (M&A) involve a complex web of financial, legal, and operational considerations. While the M&A advisor’s role in managing the transaction is essential, accountants also play a crucial role in ensuring financial clarity and accuracy within the process. Understanding the Accountant’s Responsibilities Caleb Lloyd, an Accounting Advisory Services Partner at Smith & Howard, […]

April 16, 2025