Lower Middle Market Mergers & Acquisitions Advisory
Experts in M&A advisory, Business Valuation & Value Creation!
Experts in M&A advisory, Business Valuation & Value Creation!
Industry we serve: Healthcare, Industrial, Technology, Consumer Goods, Consumer & Business Services and E-commerce. More specifically, medical practices, dental practices, biotech, IT, AI, software services, manufacturing, HVAC, landscaping, construction, car wash, aerospace, trucking & distribution.
Deal Team: We are a team of seasoned investment & healthcare professionals, consultants, and academicians who bring a combined industry experience of over 100 years. When you hire us, you will get a dedicated deal team with extensive experience in managing & closing deals.
Ideal Deal Size: For sell-side and buy-side, we serve clients with revenues between $2 million and $30 million or EBITDA between $1 million and $15 million. Our minimum expected valuation requirement for a possible strategic buyer/private equity/add-on portfolio sale is $5 million.
Education: Masters in Economics, University of Texas at Arlington; Masters in Data Science, Northwestern University
Expertise: Using Data Science/ Machine Learning to improve M&A advisory, business outcomes, combining data from disparate sources to create actionable insights, and management reporting.
Experience: 15 years of investment & d
Education: Masters in Economics, University of Texas at Arlington; Masters in Data Science, Northwestern University
Expertise: Using Data Science/ Machine Learning to improve M&A advisory, business outcomes, combining data from disparate sources to create actionable insights, and management reporting.
Experience: 15 years of investment & data analytics, team leadership, and business consulting experience.
Develops and maintains Growth Advisors’ predictive business intelligence infostructure.
Industry focus: Technology, E-Commerce, Manufacturing, and Financial Services.
Brandon Eubank is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.
Education: Ph.D. in finance, University of Texas at Arlington
Expertise: M&A advisory and valuation.
Industry Focus: Generalist
FINRA Licenses: Series 79-Investment Banking Representative; Series 82- Private Securities Offerings Representative & Series 63- Uniform Securities Agent
Experience: 18 years of academic, investment and consulting ex
Education: Ph.D. in finance, University of Texas at Arlington
Expertise: M&A advisory and valuation.
Industry Focus: Generalist
FINRA Licenses: Series 79-Investment Banking Representative; Series 82- Private Securities Offerings Representative & Series 63- Uniform Securities Agent
Experience: 18 years of academic, investment and consulting experience.
Aamir Khan is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.
Education: Doctor of Medicine, University of Arizona; MBA, Eller College of Management, University of Arizona.
Expertise: M&A Advisory, startup advisory & valuation.
Experience: 15 years of healthcare, real estate, and advisory experience.
Industry Focus: Medical/Dental practices, Telemedicine, Biotech, Real Estate, Health & Wellness.
As an investment banker of over 25 years, George Odden has worked for multinational banks conducting transactions valued in the billions of dollars, as well as having worked in the middle market helping small companies find the right partners to reach business owners’ goals. He started his career as an officer in the United States Navy,
As an investment banker of over 25 years, George Odden has worked for multinational banks conducting transactions valued in the billions of dollars, as well as having worked in the middle market helping small companies find the right partners to reach business owners’ goals. He started his career as an officer in the United States Navy, serving aboard the USS Tripoli in support of Operation Desert Storm. Having worked on Wall Street at Dillon Read and UBS, with transactions including mergers and acquisitions as well as debt and equity financing, Mr. Odden also led the M&A efforts of two Fortune 500 companies, Rockwell International and Honeywell Aerospace, working to grow these businesses through acquisition and joint venture. Mr. Odden left corporate America to return to investment banking, where he now serves small and middle market clients, primarily helping private owners sell their businesses. Mr. Odden earned a BA from Cornell University and an MBA from Columbia Business School.
Jordan Geotas practiced law for the first 15 years of his 30-year career with his practice covering mergers and acquisitions, corporate, tax, and commercial real estate matters. Since that time, he has served as an investment banker for the lower middle market. Mr. Geotas earned a BA in Political Science and Philosophy from Rutgers College and a Juris Doctorate from Arizona State University.
Education: Bachelors in GS: Political Science & Business; Masters in Management
Send us a message, and tell us more about your needs related to selling your business, business valuation services and M&A advisory in Arizona and nationwide and we will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Growth Advisors, LLC is not a registered broker-dealer, and Finalis Securities LLC and Growth Advisors, LLC are separate, unaffiliated entities.
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