The PKF Advantage Increases Certainty to Close
and Maximizes Value
Exceptional Guidance Through Every Step of the Process
Planning to Sell a Company or Acquire a Business?
Partner with PKFIB to Sell, Acquire, or Plan for an Exit
If you are thinking of selling a company, acquiring one, or planning for an exit, we provide the expertise needed for a successful transaction. Every company is unique, which is why our process is customized to each engagement. Whether you’re ready to sell your business or acquire one, you will receive senior-level attention and the advantage of our extensive resources – always delivered with insight, confidentiality and integrity. We focus primarily on privately held and family-owned business.
Our Guiding Mantra
Think boldly to achieve optimum results
Thinking beyond what is typical and not always just accepting market terms when tackling an issue or negotiating deal terms. We think beyond the obvious in deciding which buyers or acquisition targets to approach.
Hold confidentiality in the highest regard
Confidentiality when planning and executing a transaction is critical. Without it, our client’s brand, operations, or ability to close a deal could be damaged.
Pay attention to the details and plan ahead
We increase certainty to close for clients by attending to the details and thinking ahead so that issues are addressed before they arise and negatively impact the transaction.
Be transparent and keep clients well informed
Our experience has taught us that transparency is the best practice. We make certain everyone involved in an engagement knows where we are in the process, what is coming next, and what is expected of each participant.
Always act in our client’s best interest
Our services can be life changing. We will never push clients to do what is easy or expedient just to get a deal done. We always advise the best course of action for our client.
For business owners considering selling a company, we generate attractive deal opportunities
with strategic and financial buyers in the U.S. and abroad.
PKF O’Connor Davies Capital, LLC (DBA PKF Investment Banking) is the investment banking affiliate of PKF O’Connor Davies, a full-service certiﬁed public accounting and consulting firm with a long and impressive history. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc. located at 4151 N. Mulberry Drive, Suite 235, Kansas City, MO 64116.
With roots tracing to 1891, more than 1500 professionals led by over 200 partners at offices in New York, New Jersey, Maryland, Connecticut, Florida, Rhode Island, Massachusetts and an international network of resources, PKF O’Connor Davies provides a complete range of accounting, auditing, tax and specialized management advisory services. Ours is a proven record of achievement in providing high quality service and building lasting client relationships. The testimonial presented here does not guarantee future performance or success.