For those in pursuit of
insight and guidance

• Investment Banking
• Financial Consulting
• Business Value Enhancement

What We Do

Pursant is a middle market advisory firm specializing in M&A, private capital market financing, transaction advisory services, financial leadership support and business value enhancement consulting.  Our powerful, integrative, and customized suite of services deliver the insight and guidance parties seek to:

  • Confidently navigate strategic transactions and complex financial matters
  • Enhance enterprise value
  • Optimize leadership performance

We use a deep immersion process, our expansive networks and experience as owner/operators, dealmakers and financial professionals to achieve optimal outcomes throughout the lifecycle of a company.

Learning Program

Business Owners and CEOs continually ask us for content related to the process of planning for and executing strategic transactions, the act of buying or selling companies.

Sellers want the best possible outcome from an exit or liquidity event and Buyers want to extract as much value as they can from making more and better acquisitions.

With this demand in mind, Pursant’s created a two-day seminar to present the ultimate road map for Business Owners & CEOs to plan and execute a Divestiture, Exit, Acquisition, or Liquidity (D.E.A.L.) event.

Topics include:

  • M&A 101 – The Foundational Basics of M&A Transactions
  • Valuations
  • Deal Negotiations
  • Planning for Your Post-Transaction Life
  • Strategies for Tax Optimization
  • Differences Between Transacting with PE and Strategics
  • The Buyer’s Playbook
  • Building Your Deal Dream Team
  • Due Diligence and Legal Matters
  • Wealth Management
DEAL-Playbook-for-Pursant-Website

We are currently planning the 2025 seminar. Please contact Grace Lau, Managing Director, if you would like to attend or speak at the event.

Attendee Testimonials

⭐ "I was absolutely blown away by the comprehensive information given, the quality of speakers AND attendees in two days!"

⭐"The seminar addressed every issue I had regarding my preparation for sale."

⭐"Excellent seminar! Extremely well-run. “A+” presenters!"

⭐" If you would ever consider selling your business, invest in yourself and your business by attending!"

Thought Leadership

Obtaining quality information is vital to great decision-making. Pursant provides insight and perspective for today’s business leaders contemplating strategic transactions.

Recent and Upcoming Events

Mark Herbick and Hal Katz to speak at BSCAI Contracting Success 2024 Conference in Las Vegas

November 19-21, 2024

Funding M&A and Organic Growth in a Higher Interest Rate Environment

We will discuss the types of financing available to companies, with an emphasis on debt financing. The various financing alternatives will be compared and contrasted including cost, availability, repayment timelines and other common deal terms. We will then review common M&A financing structures and current debt multiples associated with new acquisitions. We will also explain how to assess the amount of financing for which you may qualify, with or without an acquisition opportunity in-hand.

Mark Herbick to speak at YPO Global Business Summit in Dubai, U.A.E.

November 7-9, 2024

Leave Nothing on the Table: Operator Case Studies

Come “behind-the-scenes” in three actual deals and hear the real financial numbers of these deals. Plus, the first-hand ups and downs, highlights and pitfalls of the entire start-to-finish process.

Leave armed with a list of things you MUST know to get a good deal when you buy, and the highest exit valuation when you sell. Maximize the value of your transaction and don’t leave the money on the table!

80/20 Your Deal: Focus on the 20% that Drives 80% of Deal Success

There are hundreds of decisions made and actions taken in an M&A transaction; however, 20% of those 80% of the impact on deal success.

M&A experts will provide an overview of the deal process and use short stories to highlight the elements of deal planning and execution on which you should spend the majority of your time and energy – those that will yield the best returns and significantly improve your odds of getting your deal over the finish line at maximum value.