The decision to sell your business, or a small part of your business, is a process that requires equal parts creative thinking, critical analysis, expert advice, sound planning, and flawless execution. Having the right team of investment banking professionals working for you is critical for success.

Investment Banking and M&A Support

Silver Oak Securities can help you find the trusted partner you need to make selling your firm a success for you, your family, and your clients. We have partnered with CFA Mid-South and CFA Mid-West of Corporate Finance Associates (CFA), which is one of North America’s oldest and most prominent investment banking firms serving middle-market companies, to create the Silver Oak Securities, Inc. M&A Division.

We can offer you over 33 years of experience helping Mid-Size business owners develop and execute an exit strategy based on the business owner’s goals. Your situation is unique, and we will personalize the entire process to put your best interests at the forefront of this exciting phase of business transition.