Our Story

After years of witnessing the traditional M&A approach that often prioritized transaction volume over client outcomes, we decided to create something different. Pivot M&A represents a fundamental shift in how business transitions are handled—where your goals, legacy, and timeline lead the process, not industry averages or cookie-cutter solutions.

Our team has successfully completed transactions across diverse industries, ranging from manufacturing and distribution to technology and professional services. This breadth of experience allows us to

understand the unique dynamics of your specific market while applying proven M&A strategies that maximize value.

Our Approach

Relationship First

We believe in building genuine relationships based on trust and transparency. Before discussing any transaction details, we take the time to understand your personal and business objectives.

Strategic Perspective

Rather than rushing toward a sale, we carefully evaluate multiple scenarios to determine which approach will best achieve your desired outcomes.

Holistic Preparation

We identify and address potential deal obstacles early, enhancing your business's marketability and value well before approaching potential buyers or investors.

Meticulous Execution

Our team manages every aspect of the transaction process with precision and care, protecting your interests while maintaining confidentiality at every step.

Our Values

INTEGRITY

We provide honest assessments and guidance, even when it's not what you might initially want to hear.

EXCELLENCE

We hold ourselves to the highest standards in every interaction and deliverable.

COMMITMENT

We're dedicated to your success beyond the transaction itself.

CONFIDENTIALITY

We safeguard your sensitive information with rigorous protocols at every stage.