Family-Owned M&A

Brentwood Capital Advisors brings decades of experience advising family-owned and founder-led businesses on planning and executing liquidity strategies. Our senior leadership team draws upon extensive backgrounds as advisors, operators, and principal investors, with over 60 completed transactions for these clients. We provide true senior-level attention and a relationship-driven approach from start to finish.

We begin by building trust and deeply understanding the family’s goals and objectives. From there, we deliver objective, conflict-free advice tailored to each unique situation–never a “one-size-fits-all” solution. Our process includes providing a fair market valuation, conducting a thorough review of available options, and offering an independent perspective on liquidity strategies. Once the family selects the path that best suits their needs, our team helps navigate all aspects of the process:

• Selecting the optimal team of advisors
• Wealth management and preservation
• Timing of the transition
• Retaining key non-family talent
• Leading or co-leading the transaction process
• Running a competitive process with sensitivity to confidentiality
• Identifying and selecting the best liquidity partner–considering more than just price
• Ensuring the family’s goals are fully achieved
• Communicating the transition plan to key employees