For those in pursuit of
insight and guidance
• Investment Banking
• Financial Consulting
• Strategic Advisory
What We Do
Pursant is a middle market investment banking and advisory firm that provides M&A advisory, strategic transaction services, financial leadership support and consulting, and executive leadership coaching on business value enhancement and more.
Our powerful, integrative, customized suite of services deliver the insight and guidance parties seek to confidently navigate complex strategic initiatives, enhance enterprise value and 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.
Our Philosophy
Pursant is a different kind of investment bank. You’ll experience this difference in the spirit of our approach, which is:
- Questioning, probing, challenging
- Deep, thorough and holistic
- Strategic, not just tactical
- Proactive rather than reactive
- Listening more than pronouncing or directing
- Partnering and advising instead of order-taking
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 co-chairs and speaks at Young Presidents Organization's (YPO) Annual "Acquisition Playbook" event
Apr. 25 - 27, 2023
Session Title: The Acquisition Playbook
This engaging, cross-disciplinary event covered best practices and recommendations for preparing for and launching an acquisition initiative. The event combined education with interactive panels, roundtable discussions and networking opportunities, giving members what they need to source and execute one or more acquisitions from start to finish.
Mark Herbick to speak at 2023 BSCAI Annual Convention
Nov. 15, 2023
Session Title: M&A, It Doesn’t Have to be an All or Nothing Deal
Buying or Selling a company is generally viewed as an absolute event. You either buy or sell all of the business or you don’t buy or sell at all. A meaningful percentage of businesses change hands every day in which the parties become partners as opposed to purely Buyer and Seller. During this session, we will discuss the process and best practices for structuring this type of transaction and the criteria for deciding whether it might be right for you.
Scott Glickson speaks at the annual National Pavement Expo
Jan. 28, 2023
Session Title: Preparing for and Executing a Successful M&A Transaction
During this session, Scott Glickson, Managing Director of Pursant reviewed the current state of M&A in the middle market and armed business leaders with the facts and insights they need to know in order to prepare for and effectively execute an acquisition or business sale.