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Independent Business Advisor, M&A Advisor, Wausau, USA

M&A Advisor in Wausau Seeking Finance and Healthcare Businesses Upto USD 10 million


  • Name, Phone, Email
    Available after connect
  • Company
    Available after connect
  • Professional Summary

    I am an independent M&A advisor based in Wisconsin. I am focused on strategic partnerships, capital introductions, and growth opportunities across healthcare, senior housing, real estate, and middle-market businesses. I help connect quality operators, investors, and acquisition opportunities where alignment and execution matter. My approach emphasises integrity, relationship-driven deal flow, disciplined screening, and long-term value creation. I am particularly interested in scalable platforms, real asset-backed opportunities, and experienced management teams seeking growth capital or strategic relationships.

  • Fee Details

    Fee structures vary depending on the scope of engagement and opportunity. Flexible arrangements include success-based compensation ranging 1 to 5%, referral fees where permitted, consulting retainers, or milestone-based structures. The preferred approach is alignment with client outcomes and value delivered.

  • Transaction Preference
  • Investment Size
    Upto 10 million USD
  • Investment Criteria

    I look for well-managed businesses and investment opportunities with strong leadership, transparent financials, scalable operations, and long-term growth potential for my clients. Particular interest in healthcare, senior housing, real estate-backed opportunities, and cash-flowing businesses with experienced operators. I value aligned partnerships, integrity, and clear execution plans. Less interested in distressed situations without a turnaround strategy, weak management, or unrealistic valuations.

  • Overall Rating
    7.1 / 10
    View Details
  • Local Time
    3:23 PM (America / Chicago)
  • Status
    Active
  • Sector Preference
  • Location Preference
  • Preferences
    Industries25%206.4420183313213245.55798166867866425%206.44201833132132148.4420183313213225%103.55798166867868148.4420183313213525%103.5579816686786545.55798166867868IndustriesFinanceHealthcareBuilding, Construct…Building, Construction and MaintenanceFactoring
    Locations50%234.5106.050%75.5106.00000000000001LocationsWisconsinMiami
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct. Note that SMERGERS is not liable for any loss, damage, costs, claims and expenses whatsoever arising from transacting with any other user from the website. The final responsibility of conducting a thorough due diligence and taking the transaction forward lies with the users. Please read best practices on SMERGERS.
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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