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Trever Acers reposted thisTrever Acers reposted this𝐖𝐨𝐰, 𝐰𝐡𝐚𝐭 𝐚 𝐭𝐫𝐮𝐥𝐲 𝐬𝐭𝐞𝐥𝐥𝐚𝐫 𝐩𝐚𝐧𝐞𝐥 for the 3rd annual Spring M&A event called "𝐃𝐞𝐚𝐥 𝐃𝐨𝐧𝐞, 𝐆𝐚𝐦𝐞 𝐎𝐧: 𝐂𝐅𝐎 𝐓𝐚𝐜𝐭𝐢𝐜𝐬 𝐏𝐨𝐬𝐭-𝐂𝐥𝐨𝐬𝐞" for the 𝙎𝙖𝙣 𝘿𝙞𝙚𝙜𝙤 𝘾𝙝𝙖𝙥𝙩𝙚𝙧 of CFO Leadership Council! Big thank you to 𝐒𝐚𝐧 𝐃𝐢𝐞𝐠𝐨 𝐂𝐡𝐚𝐩𝐭𝐞𝐫 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐁𝐨𝐚𝐫𝐝 𝐦𝐞𝐦𝐛𝐞𝐫, Bryan Pruden, CFO at Lindahl Reed Inc.. for putting this team of experienced 𝐌&𝐀 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 together. 𝐊𝐄𝐘 𝐓𝐀𝐊𝐄𝐀𝐖𝐀𝐘𝐒: ❓ "𝘉𝘦𝘧𝘰𝘳𝘦 𝘺𝘰𝘶 𝘨𝘰 𝘰𝘶𝘵 𝘢𝘯𝘥 𝘴𝘵𝘢𝘳𝘵 𝘵𝘰 𝘣𝘶𝘺 𝘤𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴," 𝘴𝘵𝘢𝘵𝘦𝘥 Bryan Pruden of Lindahl Reed Inc., "𝘳𝘦𝘢𝘭𝘭𝘺 𝘥𝘪𝘨 𝘪𝘯 𝘢𝘯𝘥 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝐖𝐇𝐘 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘣𝘶𝘺𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘢𝘯𝘺. 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘵𝘩𝘦 𝐯𝐚𝐥𝐮𝐞 𝐝𝐫𝐢𝐯𝐞𝐫𝐬 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘤𝘰𝘮𝘱𝘢𝘯𝘺, 𝘢𝘯𝘥 𝘩𝘰𝘸 𝘥𝘰𝘦𝘴 𝘵𝘩𝘦 𝘢𝘤𝘲𝘶𝘪𝘴𝘪𝘵𝘪𝘰𝘯 𝐚𝐥𝐢𝐠𝐧 𝐰𝐢𝐭𝐡 𝐭𝐡𝐨𝐬𝐞 𝐝𝐫𝐢𝐯𝐞𝐫𝐬?" 🤝 "𝐘𝐨𝐮 𝐡𝐚𝐯𝐞 𝐭𝐡𝐞 𝐛𝐞 𝐭𝐡𝐞 𝐜𝐚𝐭𝐚𝐥𝐲𝐬𝐭 𝘧𝘰𝘳 𝘨𝘦𝘵𝘵𝘪𝘯𝘨 𝘵𝘩𝘰𝘴𝘦 𝘢𝘤𝘲𝘶𝘪𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘦𝘢𝘮𝘴 𝘵𝘰𝘨𝘦𝘵𝘩𝘦𝘳, 𝘢𝘯𝘥 𝘥𝘦𝘷𝘦𝘭𝘰𝘱𝘪𝘯𝘨 𝘵𝘩𝘦 𝘮𝘢𝘯𝘥𝘢𝘵𝘦𝘴." Varun Bahl, CFO 🧐 "𝐈𝐭 𝐭𝐚𝐤𝐞𝐬 𝐭𝐰𝐨 𝐭𝐡𝐢𝐧𝐠𝐬, 𝐜𝐨𝐮𝐫𝐚𝐠𝐞 𝐚𝐧𝐝 𝐜𝐮𝐫𝐢𝐨𝐮𝐬𝐢𝐭𝐲," said Gregory Brown of ERA Group, "so challenge assumptions. When you're chargees with bringing all theswe things together, you have to 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 𝐄𝐕𝐄𝐑𝐘𝐓𝐇𝐈𝐍𝐆!" 💯 "When you are going through a deal, make sure that there are 𝐜𝐥𝐞𝐚𝐫 𝐞𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐩𝐥𝐚𝐧𝐬 𝐛𝐞𝐟𝐨𝐫𝐞 𝐚𝐧𝐲𝐨𝐧𝐞 𝐬𝐢𝐠𝐧𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐝𝐨𝐭𝐭𝐞𝐝 𝐥𝐢𝐧𝐞." Channing Hamlet of Objective, Investment Banking & Valuation Coulda', woulda', shoulda' been there... Maybe next spring... #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SanDiegoCFO #SanDiegoFinance #AmericasBestCity #AmericasBestCFOs #GetToKnowYourColleagues #Winners #Braintrust Debbie Dunn-Boysen Judy Susser-Travis, CMP, CMM Austin Kakar Gerald Schemidt Jesus Romero Leena Gupta Lindsey Head, MBA, CFO, COO Phu Nguyen Ryan Gray Angel Sutoyo Christopher Colton Dan Bruckart Daniel M. Kabban, MBA, ARM Josue Mendez Armas Melody Stutzman Neal Cook Amanda Lamy Mendes, CPA Andrea Wacker Mitchell Stehly, APEB Clifford Cho Tim Olson Haley Carangelo, MSRE Nicole Freiburger Linda Cortez Michael Casler Priscilla Quintana Pitts ☀Jannies Burlingame, CPA,CRMA
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Trever Acers reposted thisTrever Acers reposted thisWhat is a 409A valuation and when do you need one? Objective, Investment Banking & Valuation #409A #valuation #startups #founders #attorney #cfo #cpa #objectiveibv
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Trever Acers reposted thisTrever Acers reposted thisSome days just check all the boxes. Yesterday I started the morning with a very important business decision…a really good breakfast and catching up with Lara Buitrago, CPA. Always enjoy our conversation and a great way to start the day. By the afternoon, productivity and caffeine levels needed a boost so the perfect excuse to grab coffee and catch up with Jonathan Elbaz. But we weren’t done yet… Wrapped things up with a Happy Hour...finally meeting Tami Wiersma, SPHR and Alicia Erby in person and reconnecting with AJ Davidowski, Tiffany Geib and Bao Le who are always great to see. And if you ever need support—from valuing your business to outsourced accounting (bookkeeping through CFO), advisory, tax, HR consulting, payroll, benefits, or HCM & PEO solutions...this group truly has you covered. Objective, Investment Banking & Valuation #networking #connections #coffee #breakfast #happyhour
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Trever Acers reposted thisTrever Acers reposted thisGreat to be part of the April 22 panel hosted by the San Diego CFO Leadership Council on “CFO Tactics Post-Close” alongside an outstanding group of leaders Bryan Pruden, Channing Hamlet, Gregory Brown. A key takeaway: the CFO’s role doesn’t end at close, it accelerates. In a #merger or large #acquisition, the CFO becomes a catalyst for integration and value creation, partnering with leaders in the firm to drive revenue synergies through market expansion (enabling cross-selling across newly combined client bases), while also leading vendor consolidation and workforce optimization. In the #law firm context, CFOs partner closely with the firm’s leadership on both sides to shape the “3Cs” that define the firm’s culture and operating model: Compensation, Capital, and Control. Getting these right aligns behavior, preserves culture, maximizes synergies, and enables effective integration. With multiple workstreams in motion, chart of accounts consolidation, ERP and data integration, and delivery of both revenue and cost synergies, disciplined planning and sequencing become critical to execution. With continued consolidation across the #legal industry, the CFO’s role as both operator and strategic integrator has never been more critical.
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Trever Acers reposted thisTrever Acers reposted thisGreat to be part of the April 22 panel hosted by the San Diego CFO Leadership Council on “CFO Tactics Post-Close” alongside an outstanding group of leaders Bryan Pruden, Channing Hamlet, Gregory Brown. A key takeaway: the CFO’s role doesn’t end at close, it accelerates. In a #merger or large #acquisition, the CFO becomes a catalyst for integration and value creation, partnering with leaders in the firm to drive revenue synergies through market expansion (enabling cross-selling across newly combined client bases), while also leading vendor consolidation and workforce optimization. In the #law firm context, CFOs partner closely with the firm’s leadership on both sides to shape the “3Cs” that define the firm’s culture and operating model: Compensation, Capital, and Control. Getting these right aligns behavior, preserves culture, maximizes synergies, and enables effective integration. With multiple workstreams in motion, chart of accounts consolidation, ERP and data integration, and delivery of both revenue and cost synergies, disciplined planning and sequencing become critical to execution. With continued consolidation across the #legal industry, the CFO’s role as both operator and strategic integrator has never been more critical.
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Trever Acers reposted thisTrever Acers reposted thisMy new #ProVisors group and I traded the usual setting for something a little more unique at the Illusion Magic Lounge with an evening filled with not just impressive magic, but plenty of quirky, goofy, and entertaining moments. Looking forward to getting to know this group more through our monthly meetings and more fun, out-of-the-box social outings like this one. Farida Fotouhi Chris M. King Vanessa Ting John McCartney, APR LaVonne Lawson Brett Sifling, CFP® Mahdi Hosseini
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Trever Acers reposted thisTrever Acers reposted thisHad a chance to share at the San Diego CFO Leadership Forum's April meeting last night. Moderated by Bryan Pruden, our panel of Varun Bahl, Channing Hamlet and yours truly shared experiences and tips on successfully integrating firms post-merger. More than a few war stories and some terrific tips on synergy, culture and execution that can make all the difference between adding value and running two companies under one banner. #mergersandacquisitions #mergerintegrations
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Trever Acers reposted thisTrever Acers reposted thisFlywheels, moats, and why asset-heavy is not the obvious play
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Trever Acers reposted thisThe companies that handle the post-close transition well have already put thought into how the business will operate after the transaction, what needs to change, and where risks may surface. That level of preparation is what allows them to maintain momentum rather than lose it. Thank you to the San Diego CFO Leadership Council for hosting such a strong discussion and inviting our team to share with your members! Channing Hamlet and 📈 Jordi Pujol, CFA 📊 were there to represent and share their expertise. We'd be happy to discuss how you could begin to prepare for an eventual transaction. Contact us to schedule time to meet.Trever Acers reposted thisFailing to plan is planning to fail. I have seen this time and time again in my 30+ year career. The outcome of a transaction is shaped well before the deal closes, and the level of preparation going into it often determines how smoothly things operate on the other side. In yesterday's San Diego CFO Leadership Council panel we spent time discussing how central the CFO’s role becomes once a transaction closes. In many ways, the CFO is the quarterback, responsible for keeping priorities aligned, decisions moving, and the organization focused as integration begins. What stood out most is that successful post-close integration does not start at close. It starts well before, with thoughtful planning around systems, reporting, cash flow, and the realities of operating under a new structure. The CFO is usually the one connecting those pieces early, so the business is in a position to execute when the deal is done. Thank you to Bryan Pruden, Varun Bahl, Gregory Brown, and Mary Loomas for such an engaging discussion, and thank you to CFO LC for having me. #CFO #CFOLC #ExitPrep #PostClose #ThoughtLeadership #MergersandAcquisitions #SellSideAdvisory
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Trever Acers reacted on thisTrever Acers reacted on thisI’m honored to be recognized on the 2026 Forbes | SHOOK Best-In-State Wealth Advisors list, representing Evoke alongside five of my incredible colleagues in our division. This recognition is a testament to the dedication and client-first approach that I aim to bring to my work every day. Congratulations to all of my colleagues on this well-deserved recognition as well: David Hou, Mark Sear, Alex Shahidi, and my partners Darrell Krasnoff and Eric Bright. Read more about the Forbes list here: https://lnkd.in/gqkXWSgG @SHOOKResearch #ForbesSHOOK
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Trever Acers liked thisTrever Acers liked thisI am proud to announce that I received the CEO of the Year Award in the Rising Star Category from the San Diego Business Journal last night. Thank you to the generous sponsors for an inspiring evening: PNC Alan Prohaska, Alaska Airlines, Enterprise Bank & Trust, and Hughes Marino. Congratulations to all the finalists and winners! Lastly, I would like to recognize the entire Splitero team for their dedication and tireless efforts in improving homeowners' lives by providing better access to home equity!
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Trever Acers liked thisTrever Acers liked thisI’m excited to share that I’ve joined Viatris as Head of Corporate Development and Strategy!
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Trever Acers liked thisTrever Acers liked thisWant an easy 6 CPE credits??? Comment below “CPE Credit” and I’ll DM you a free registration link that will give you up to 6 CPE credits!
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Trever Acers liked thisTrever Acers liked thisTurns out when Gusto invites you to New York, you show up with... well, gusto. 😂 There's a Gusto billboard in the background of this photo and I didn't even plan that. Sometimes the city just cooperates. This week I was in New York as part of the Gusto Partner Advisory Council, and for the first time ever, they brought both the Partner Advisory Council and the Small Business Advisory Council into the same room. I didn't fully know what to expect from that combination. What came out of those conversations was not what I walked in anticipating. We got a real look at where Gusto is heading, not a polished deck version but an actual conversation over dinner with Josh, Tomer, and Dan about the roadmap and the vision. We dug into the Pro console with Lauren in a way that felt like genuine product collaboration rather than a feedback session. And David had the whole room fired up about where employee benefits are headed in this country, which is apparently the kind of topic that gets a room full of accountants loud. We are who we are. What stayed with me most wasn't any single conversation. It was how seriously the Gusto team actually listens. Not "we'll take that back and consider it" listening. The kind where you can see it landing in real time and know something is going to change because of it. For a company at Gusto's scale, that's not a given. It matters. I'm bringing a lot back to the TaxPlanIQ team from this trip. More on that soon. Thank you to Kathrine and Bridgette for making all of it happen, and to my fellow GPAC crew: Ben, K.C., Keila, Wyatt, Anjali, Tyler, and everyone else in that room. Came in with gusto, left with gusto, and approximately zero minutes to spare at gate 36. 😂 What a week. 🤍
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Trever Acers liked thisTrever Acers liked thisIf I ever had an in-person office again, this is exactly what I'd be going for. I was in the Gusto offices this week for the Partner Advisory Council and I'll be honest, I stopped mid-walk to take it in. Floor to ceiling windows, the whole city behind you, the kind of space that makes you think differently just by being in it. I sold Meyer Tax CPA and I'd make that same call again without hesitating. But standing there looking out over New York, I let myself think for a minute about what it would feel like to build something with a space like this as the backdrop. Not because I need it. Just because it was genuinely beautiful and I gave myself permission to appreciate it. There's something worth saying about that actually. For a long time, enjoying spaces like this felt like wanting something I wasn't supposed to want anymore because I'd already chosen the freedom route. Sold the firm. Built the systems. Got the life back. But wanting beautiful things and choosing freedom aren't mutually exclusive. Y'all can admire the corner office and still not want to be chained to it. Those two things can exist at the same time. Also for the record: I still cannot figure out how to photograph myself against floor to ceiling windows without turning into a complete silhouette. If anyone has solved this, please advise immediately. 😂 Thank you to the Gusto team for a genuinely incredible few days in New York. 🤍
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Trever Acers liked thisTrever Acers liked thisExcited to reveal at our upcoming Tax Advisory Summit the Tax Projection Software! Register below and get up to 6 CPE credits. Yes— up to 6 CPE credits! (link in comments) Topics will include: ✔️ The Firm That Runs Without Running You Down ✔️ How to Create & Win 3 Distinct Tax Plans: Strategies, Pricing & Implementation Steps ✔️ Advanced Tax Strategies for Alternative Investments in Oil and Gas & Appreciated Asset Donations ✔️ Developing an Advisory Mindset in Order to Think Like a Tax Strategist ✔️ The Anatomy of a High-Impact Quarterly Tax Strategy Meeting + Packaging & Pricing Examples ✔️ How Advisors Sell Tax Plans Without Becoming a Sales Rep
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Trever Acers liked thisTrever Acers liked thisPlease tell me I'm not the only one who did a triple take on this. Multiple tax websites are publishing right now that the QBI deduction increased to 23% under OBBBA. I've seen it. My team flagged it. And I completely understand why preparers are second-guessing themselves because the claim sounds plausible enough to make you stop and question what you already know. It didn't happen. The QBI deduction is still 20%. Here's the actual history so y'all have it in one place: the original House version of OBBBA did include a proposed increase from 20% to 23%. That got cut before the bill was enacted. A handful of low-quality blog sites ran with the early proposal and never updated their content. The ACTEC podcast, Kitces, GHJ, Greenleaf Trust, Landmark CPAs, and KLR have all confirmed the rate is unchanged. What actually did change for 2026 QBI is worth knowing: the SSTB phase-in ranges widened to $75K/$150K above threshold instead of $50K/$100K, there's a new $400 minimum deduction, and the deduction was made permanent. Those are real and material changes. But the rate is still 20%. This is the most complex tax season since TCJA and the misinformation moving around right now is genuinely dangerous. Not "someone will get confused" dangerous. "Wrong number ends up on a client's return" dangerous. Y'all, please verify before it costs someone money. And maybe bookmark Kitces instead of Googling next time. 😂
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Trever Acers liked thisTrever Acers liked thisEven though I’m a #fewweekslate on this one… it’s definitely a post that needed to be made. The ACG 101 - Association for Corporate Growth 101 Corridor #Cocktails & #Connections: Spring Edition at #PedalersFork was exactly what our community is all about—relationship capital over transactional networking. From the moment people walked in, the energy was right. A great mix of dealmakers, operators, advisors, and capital providers all coming together in a relaxed setting to do what we do best—connect, collaborate, and create opportunity. No panels. No pressure. Just authentic conversations, great cocktails, and meaningful connections. Great seeing everyone including: Ajay Joshi – Craig Group Alex Domanitskiy – NewMinds Andrew Rosen – Miller Kaplan Arase Ashley Duran – California Bank of Commerce Becky Shellenbarger – PNC Financial Services Bradley A. Kraines, LUTCF, CLTC, RICP, FSCP – New York Life Insurance Company Brandon Firby – Objective, Investment Banking Brandon Hodges – Eclipse Business Capital Brent Costello – FOCUS Investment Banking Brian Rabinovitz – Armanino Christene J. Antonopoulos, CPA – CBIZ Connie Courseault – Alera Group, Inc Connor Neary – Alera Group, Inc. Cory Reader – Exemplar – Tax Strategy / PPLI Dean S Skupen, CPA(inactive) – Our Accounting Team Eric Jensen – Janas Associates Haze Walker – Lawrence Financial Hebah Tahoun Ley – Bank of America Jackson Weirick – JLL James Renteria – RM Executive Search Firm Jan Berger – Everest Advisors LLC Jeremy Kahn Jonathan Friedman – Brown Rudnick Joseph J. Keenan – Hillhurst Wealth Management Kyle Merkel – Arthur J Gallagher Langston Tolbert – Law Office of Langston A. Tolbert P.C. Lutz Lehmann, CEPA®, CMAP®, MAMI®, FMVA® – Magnus Business Group Marc E. Hankin - Protect What You Have In Mind ® – Hankin Patent Law, APC Matt Dorband – ERA Group Max Unger – Structure P.C. Mena M. Rizk– Lawrence Financial Michael Rosenberg – PNC Bank Michele Buckley – ACG 101 Mitch Shankman – True Search Phil Oseas, CPA – Hardesty Pina Desai – City National Bank Randy Katz, CFA – Synesis Advisors Rod L. Skidmore – U.S. Bank Global M&A Ryan Azlein – Stradling Yocca Carlson & Rauth Scott Glassberg – Athyrium Capital Management Shant Melkonian – Alpha Global Group Sharon S. Hart – ENGAGE: Strategic Leadership Partners Shoshana Zimmerman – Stradling Yocca Carlson & Rauth Sivaram Natarajan – Private Family Office Sofia Gresen– Flagstar Bank Steven Barge-Siever, Esq. – Upward Risk Management Timothy Ramirez – Mission Bank Todd Larson – Stout Tom Jew – Poms & Associates Insurance Brokers Zach Wolkstein – The Balaban Group …and many more who continue to make this community so special. Thank you to everyone who came out and continues to support and grow this incredible network. Looking forward to seeing everyone at the next one. #ACG101 #Networking #RelationshipCapital #MiddleMarket #Dealmakers Los Angeles Venture Association #BusinessDevelopment #ACG #LosAngelesBusiness
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Objective, Investment Banking & Valuation
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Selling A Business: Beacon Mobile
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Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce that it served as the exclusive sell-side advisor to Beacon Mobile LLC, a mobile software solutions provider in the car wash industry, in its sale to DRB®, a leading provider of software and hardware innovations to the car wash industry.
Objective developed a compelling acquirer-specific business case and post-acquisition economics…Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce that it served as the exclusive sell-side advisor to Beacon Mobile LLC, a mobile software solutions provider in the car wash industry, in its sale to DRB®, a leading provider of software and hardware innovations to the car wash industry.
Objective developed a compelling acquirer-specific business case and post-acquisition economics financial model outlining the market advantages and incremental profit that may result from the acquisition. Objective also negotiated with the strategic acquirer leveraging post-acquisition economics rationale achieving a premium valuation and highly favorable acquisition terms. -
Selling A Business: Grasp Technologies
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Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce that it served as the exclusive financial advisor to Grasp Technologies on it’s sale to Waverock Software Holdings, LLC.
Objective developed a compelling business case and financial model outlining the benefits of an acquisition by the highest-fit acquirers. Objective also engaged a targeted group of acquirers and received strong interest…Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce that it served as the exclusive financial advisor to Grasp Technologies on it’s sale to Waverock Software Holdings, LLC.
Objective developed a compelling business case and financial model outlining the benefits of an acquisition by the highest-fit acquirers. Objective also engaged a targeted group of acquirers and received strong interest from multiple acquirers. -
Selling A Business: ProEst
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Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce that it served as the exclusive financial advisor to ProEst in its sale to Autodesk, Inc.
Objective negotiated with Autodesk and multiple additional strategic acquirers achieving a premium valuation and favorable acquisition terms with the highest fit acquirer, Autodesk. The Owner achieved significant liquidity and assumed an exciting…Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce that it served as the exclusive financial advisor to ProEst in its sale to Autodesk, Inc.
Objective negotiated with Autodesk and multiple additional strategic acquirers achieving a premium valuation and favorable acquisition terms with the highest fit acquirer, Autodesk. The Owner achieved significant liquidity and assumed an exciting leadership role with Autodesk’s industry’s leading construction division. -
Selling A Business: Supreme Optimization
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Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce its role as the exclusive sell-side advisor in the acquisition of Supreme Optimization by Trinity Hunt Partners. The firm’s acquisition by Trinity Hunt Partners, a leading private equity firm focused on building industry-leading services companies across business, healthcare, and consumer, is expected to propel its growth even further. With plans…
Objective, Investment Banking & Valuation (“Objective”), an award-winning middle market investment banking and valuation firm, is pleased to announce its role as the exclusive sell-side advisor in the acquisition of Supreme Optimization by Trinity Hunt Partners. The firm’s acquisition by Trinity Hunt Partners, a leading private equity firm focused on building industry-leading services companies across business, healthcare, and consumer, is expected to propel its growth even further. With plans to invest in talent, infrastructure, and complementary businesses, Trinity Hunt Partners is committed to creating a full-service agency that delivers outstanding results for life sciences clients.
Objective negotiated with acquirers leveraging Supreme’s detailed growth story to achieve a premium valuation, favorable terms, and significant future upside with the highest fit acquirer, Trinity Hunt Partners. The owners received significant liquidity and a strong partner with significant expertise with whom to scale their business.
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Vistage International
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San Diego Sports Innovators (SDSI)
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