Corporate finance · New York & Chicago

A good deal is quiet work.

Name: Halstead Partners
Address: New York, US
Telephone: (555) 012-3456

Halstead Partners guides founders and family businesses through sales, acquisitions and valuations in the $5–50m mid-market. Small team, partner-only staffing, and advice you can hold us to.

Plan a first meeting See the track record

34 Transactions closed since 2011

$740m Aggregate transaction value

92% Of mandates reached completion

Halstead partners conferring around a table in a glass-walled office — One room, one team. The partners whose names are on the door run the deal — no one else. New York · Chicago

Four services. Done completely, or not at all.

No leasing desk, no tax practice, no fifty-page brochure. The work below is what we are demonstrably good at — everything else we refer out.

Sell

Sell-side M&A

Preparing a company for sale and running the process end-to-end: positioning, buyer landscape, negotiation — while you keep running the business. Most engagements start a year before we go to market.

6–9 months retainer + success fee

Buy

Acquisitions & MBO

Search, valuation and structuring for strategic buyers and management teams. We say "walk away" more often than any adviser you have met — that is what the retainer is for.

3–12 months retainer + success fee

Value

Valuations & fairness opinions

Business valuations for shareholder exits, disputes and succession — built on defensible assumptions and documented so a judge can follow every step.

4–8 weeks fixed fee

Debt

Debt & capital advisory

Refinancing, acquisition finance and covenant repair. We run the bank process, model the scenarios and sit on your side of the table — so you never negotiate against professionals alone.

6–12 weeks fixed + success

Track record

The numbers we are prepared to be judged on.

0 Transactions closed since 2011

$0m Aggregate transaction value

0% Of accepted mandates reached completion

0 Clients who came back for a second deal

Phase 01 — weeks 1–3 Analysis

Valuation, deal readiness, and the honest list of what will scare a buyer. You decide whether to proceed after this — many don’t, yet.

deliverable: valuation memo

Phase 02 — weeks 4–10 Preparation

Information memorandum, dataroom, normalized figures — and fixing what can still be fixed before anyone looks.

deliverable: CIM + dataroom

Phase 03 — weeks 11–20 Market

A shortlist approached quietly, one conversation at a time. No teasers blasted to four hundred inboxes.

deliverable: offers on the table

Phase 04 — weeks 21–30 Close

Negotiation, due-diligence management, purchase agreement — and signing at the closing table with no surprises left in the drawer.

deliverable: a completed deal

Three partners. No juniors on your deal.

Every mandate is staffed by the people whose names are on the door. The partner you meet in week one is the one who answers the phone in week nineteen.

James Halstead

Partner — M&A

CFA · 19 yrs transaction work · ex-bulge-bracket M&A

Diane Rowe

Partner — valuations & disputes

ASA · court-testifying valuation expert · MBA, Chicago Booth

Marcus Reyes

Partner — debt advisory

CFA · 11 yrs bank credit committee · MS Finance, NYU

Start with an hour.

The first conversation is free, under NDA if you prefer, and useful even if it goes nowhere — you leave knowing roughly what your company is worth and what would make it worth more.

Email deals@halstead.example

Direct (555) 012-3456

Office

460 Example Ave, 30th Floor, New York, NY 10018 — by appointment