Deal Advisory

Our investment bankers frequently advise owners and directors on a full range of strategic transaction-related issues. These include:

  • Unsolicited offers to acquire the business
  • Evaluating sale, acquisition, or financing options
  • Strategic planning and competitive positioning
  • Shareholder buyout or liquidity
  • Management buyouts
  • Determining value drivers for industry

We provide independent advice and deliver the analytical framework and expertise required to determine the optimum course of action.

Investment banking offered through Moss Adams Capital LLC, a fully licensed broker-dealer with FINRA and the SEC.


Representative Transactions

From serving as financial advisors during acquisitions on the buy- and sell-side to overseeing recapitalizations, and more, our professionals help guide clients through transactions across a variety of industries. Discover how we’ve helped clients thrive as they moved to the next phase of their business life with an overview of our past successful transactions.


Industry Market Monitors

Tapping into the most accurate and timely trends, data, and research can help you make more informed and strategic business decisions. Our Industry Market Monitors deliver insight into the ever-evolving market forces that impact your industry so you can make sure your business stays competitive.

Primary Contacts