Services
Mergers & Acquisitions
BHBCo has served as financial advisor and deal engineer in acquisitions, mergers, clusters, and related arrangements. We advise on both sides of the table — representing sellers and buyers, and acting as transaction facilitator where multiple parties are involved — so you approach the deal with the right economics and experienced counsel from first conversation to close.
On the sell side
- Establish a defensible, ASA-accredited valuation so you go to market knowing what your agency is truly worth.
- Confidentially market the agency to a targeted group of qualified buyers — never a public auction.
- Structure the terms that actually matter — price, earn-outs, retention, and transition — around your objectives.
- Run diligence and negotiations end to end, protecting confidentiality and staff continuity through closing.
On the buy side
- Identify and approach acquisition or merger candidates that fit your growth strategy.
- Value the opportunity and pressure-test the economics before you commit.
- Advise on deal structure, financing, and integration planning.
- Negotiate and shepherd the transaction through closing — and the handoff that follows.
Talk to an advisor
Tell us about an upcoming valuation, sale, or perpetuation — we'll respond personally.
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