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
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 to speak at the Technology & Manufacturing Association (TMA) Roundtable
May 22, 2025
Every Business Owner Needs an Exit Strategy
There are two common mistakes business owners make that can cost them millions in an eventual liquidity event and derail their lives afterwards: focusing singularly on growth and profits instead of building enterprise value and neglecting to have an exit strategy that includes a post-transaction plan for their new life.
Mark will cover topics on:
- Developing of an exit strategy that focuses on business owner's best practices for growing and capturing the maximum value of what may be their most valuable asset, their company.
- Successfully transition to the next chapter of life after a sale with new perspective, focus and passions after living a life where for so long, a business owner's business was their identity.
This session will provide a framework to develop an exit strategy that position business owners for the optimal eventual post-transaction outcome, economically and personally.
Mark Herbick to speak at the YPO Acquisition Playbook in Miami, Florida
April 14-16, 2025
State of Middle Market M&A, M&A 101 & the Acquisition Playbook Process
Mark will kickstart the playbook with an essential deep dive into M&A 101, key deal terms, and the proven playbook for navigating middle-market acquisitions. Gain a comprehensive, insider’s perspective on the current state of Middle Market M&A and walk away with a clear, actionable roadmap for executing successful acquisitions.
The session is designed for both emerging and experienced buyers who want to sharpen their skills, navigate market complexities, and make better deals.