Successful Transitions Start Here
We help business owners realize value from what they have built by providing tailored advisory services.
EMERALD BAY ADVISORS
Emerald Bay Advisors is a sell-side advisory firm dedicated to helping private companies in the middle and lower middle market across the Midwest achieve successful transactions. Our focus is on businesses with $5-$100M in revenue, but we are industry agnostic because we don’t pretend to be industry experts. We are relationship experts who show up and learn the intricacies of your business so we can position and market it properly. We deliver value to owners by utilizing a well-structured and simplified deal process that eliminates unnecessary complexity. We tailor our strategies to fit each seller’s unique goals, ensuring a custom approach that maximizes value and minimizes disruption.
Maximum Value and Minimum Disruption
Guiding Principles
Integrity
We have built a reputation over the past 20+ years that can only be earned by doing things the right way. Our focus is always on putting our clients first and delivering on our promises.
Transparency
We are big believers in aligning our goals with those of our sellers. This is only possible by establishing realistic valuation and timeline expectations while maintaining consistent and open dialogue.
Efficiency
We simplify a complex and stressful process by focusing on what’s important. Our approach is targeted, educational, and streamlined in a way that allows sellers to be ready for every step along the way.
Relationship Focused
Every business is different, so every sale process is different. We prioritize taking the time to know and understand owners and their business to provide them with a personalized strategy that maximizes success.
EMERALD BAY ADVISORS
HOW WE GOT HERE
We know you because we are you. Emerald Bay Advisors was founded by individuals with decades of experience owning and operating companies. Our principals have walked in the same shoes as private business owners, facing the same challenges and making the same decisions. While we respect volume shops and the value they sometimes deliver, we don't believe this should be the standard for owners looking to transition. We were tired of seeing business owners getting poor guidance in return for often outsized fees. We thought owners deserved better, and Emerald Bay Advisors was born.