Independent Business Advisor, M&A Advisor, Wausau, USA
M&A Advisor in Wausau Seeking Finance and Healthcare Businesses Upto USD 10 million
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Name, Phone, EmailAvailable after connect
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CompanyAvailable after connect
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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.
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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.
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Transaction Preference
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Investment SizeUpto 10 million USD
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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.
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Overall Rating
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Local Time3:23 PM (America / Chicago)
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StatusActive
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Sector Preference
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