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Mergers & Acquisitions

Middle market business owners, investors and corporations rely on our sell-side, buy-side and financing solutions to execute their growth strategy.

Mergers & Acquisitions

  1. Martin Casaus

    Martin Casaus

    CPA

    Partner

  2. Michael Demers

    Michael Demers

    CFA

    Managing Director

  3. Scott Jackson

    Scott L. Jackson

    CPA

    Director

  4. Paul Johnson

    Paul Johnson

    Managing Director

  5. Howard Loomis

    Howard K. Loomis

    CPA, MST

    Partner

  6. Jed Mecham

    Jed Mecham

    ASA

    Senior Vice President

  7. Michael Milani

    Michael Milani

    Executive Managing Director, Principal

  8. Andy Richardson

    Andy Richardson

    CPA, MBA

    Partner

  9. Baker Tilly Professional

    Deana Serracino

    Director, CPA

  10. Michael Shafer

    Michael Shafer

    CPA

    Partner

  11. Michael Sobelman

    Michael A. Sobelman

    CPA

    Partner Emeritus

  12. Keith Troutman

    Keith Troutman

    CPA, MBA

    Partner

  13. Lisa M. Van Lieshout

    Lisa M. Van Lieshout

    CPA

    Managing Director

At a glance

Baker Tilly Capital

As experienced investment bankers, Baker Tilly Capital works with clients to form an objective view of a transaction and take necessary steps to maximize value. Our team’s deep experience across a wide variety of industries provides clients with practical solutions to meet their unique transaction goals.

Throughout the life cycle of a business, owners often contemplate one of the biggest questions they may ever have to face – do I want to sell or transition the business? Alternatively, business owners are deciding if they want to merge with or acquire another company to capitalize on growth opportunities.

Having experienced investment bankers guide you through the acquisition, divestiture or financing process can prove valuable in the overall success of a transaction. Baker Tilly Capital has completed hundreds of middle market transactions for public and private companies across the U.S., Europe and Asia.

Our goal is to form an independent and objective view of the transaction and work with you to take the necessary steps to maximize value. With deep experience across a variety of industries, our team provides clients with practical solutions to meet their unique goals and objectives.

Working closely with Baker Tilly’s industry and transaction accounting and tax specialists, as well as our estate planning professionals, we help clients:

  • Identify and prepare for a transaction opportunity
  • Negotiate, structure and close the deal
  • Plan beyond the transaction closing with straightforward advice

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Our services include:

  • Management buyouts
  • Sell-side advisory
  • Strategic alternatives analysis
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