AMBROSEADVISORS

AmbroseAdvisors™ is a middle-market investment banking and financial advisory firm focused on guiding and assisting private company business owners with business succession planning, valuation advice, executing business sale transactions, acquisitions and capital placements to companies operating in all industries... ESOP Buyout and M&A Sell-Side. Our strategic approach to investment banking is unique as one of the only providers of dual-track financial advisory services that utilizes the ESOP transaction and its after-tax value as a near-certain backstop to the M&A sale process. Our team simultaneously initiates sale and ESOP processes to efficiently utilize management resources, perform due diligence, and approach the market, while maintaining optionality for as long as practical.This allows business owners to evaluate the following aspects of both transactions: after-tax proceeds, fit with potential buyers, ongoing involvement & impact of management while providing an additional..

Primary location: Newport Beach United States