About Sorrel Advisors
Sorrel Advisors is a new boutique investment bank created by four like-minded and experienced M&A, Investment Banking and Operations executives. Our focus is on advising companies prepare for and complete a full or partial exit, recapitalize to provide additional funds for growth or position themselves for a future transaction. Our experienced team can provide early, mid or late stage transaction guidance, operational improvement plans, valuations, marketing guidance and negotiation strategies.
Our philosophy: Hands on, personal engagement to help you achieve your goals. We accept limited engagements to ensure that every client receives the utmost attention and most advantageous results.
Our Services
Explore our range of customized investment banking, recapitalization, or operational solutions. They are designed to address your specific business objectives.
Mergers & Acquisitions and Divestiture
Our advisory services focus on facilitating strategic transactions that create the utmost value for you or your business, whether you are seeking a merger, acquisition, or divestiture
Recapitalization
We offer tailored recapitalization solutions to provide your business with additional funds for expansion and growth, ensuring a strong financial foundation for the future
Capital Partner Introductions
Gain access to our network of supportive capital partners who are interested in minority or majority positions in strong, well managed companies that they can assist with financial and strategic support
Consulting
While it may not be the right time for an acquisition or divestiture, it's never the wrong time to be ready. With our experience in operational and financial management, we can help you put your business in the best possible position for when the time is right
Referrals
It's always better to be 'bought' than to be 'sold'. We have a wide network of strategic buyers and investment funds that are always on the lookout for the right acquisition. We frequently make introductions for businesses to the one potential buyer looking for a specific industry
Why Choose Sorrel Advisors
Expert Investment Banking
While every M&A firm offers many of the same services, we have built our team from multiple disciplines and areas of expertise. Whether it's planning for a future divestiture, determining valuation, eliminating operational deficiencies, creating succession plans or negotiating the best possible terms, we offer the full range of services and expertise to assist you. Whether you want to grow or expand your business or are considering a life changing financial transaction, having the right experience working for you can make all the difference.
Strategic Mergers, & Acquisitions
Strategic Planning or Divestiture Planning
Tailored Strategies
Capital Partner Alignment
Growth Solutions
Long Term Value Creation
Succession Planning
Operational Solutions
Targeted Industries
Our investment banking firm offers specialized services tailored to meet the unique needs of businesses across various sectors. From M&A advisory to recapitalization, we provide expert guidance and solutions to support sustainable growth and value creation
Industrials
The team has worked with industrial companies in both strategic acquisitions for expansions, divestitures, and founder/successor transactions
Technology, Media, Telecommunications
With significant operational and transaction experience in these areas, we have a unique ability to both assist with preparation for and completion of a transaction. The landscape in these segments can change very quickly and being prepared for strategic moves is critically important
Healthcare
In this active segment, strategic players are constantly on the lookout for both foundational and expansion opportunities
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