Insight. Character. Execution.

Sometimes the journey begins with a private equity group’s investment strategy.

In other instances, our footsteps trace back to a business owner’s readiness to evaluate their options for the future.

Regardless of how we reach the negotiating table, once there, the team at Bilanzic Acquisitions works alongside all parties to help organize a streamlined transaction that is grounded in fairness and built to stand the test of time.

At a high level, groups partner with our firm to help accomplish their M&A objectives for three reasons:

Insight

  • Client engagements are directly infused with the experience and knowhow that lies behind 20+ closed M&A transactions and over $750 million of total enterprise value.

Character

  • Partners are represented by a professional intermediary that serves as a responsible steward of their interests.

Execution

  • Deal stakeholders reap the rewards of working with invested personnel that have the maximum personal incentive to perform.

While the facts and circumstances of our business evolve on a project-to-project basis, one theme that remains consistent is:

Bilanzic Acquisitions is successful when buyers and sellers are successful.

This insight serves as the cornerstone of our strategy, propelling a mindset of external value creation that is predicated upon generating lasting benefits to the people, companies, and industries that we have the privilege of transacting with.

Meet our Team.