Full-spectrum M&A advisory services tailored for founder-led and family-owned businesses.
A dedicated senior deal team that oversees the entire process, from strategic planning to successful closing.
Proven history of delivering successful transactions over the long term.
We serve as advocates, deal creators, problem solvers, process managers, and closers.
Our focus is on generating, distributing, and securing value for our clients.
Our creative specialists deliver customized, out-of-the-box strategies designed to solve complex business challenges effectively.
Our seasoned experts bring unparalleled industry experience, ensuring accurate, timely, and insightful business guidance.
Our holistic and dynamic methods address diverse business needs, unlocking growth and driving sustained performance.
We produce thorough, actionable reports providing critical data and insights to support informed business decisions.
A proven history of identifying, negotiating, structuring, and finalizing capital and acquisition deals that are precisely aligned with the financial, structural, and cultural objectives of business owners and executive teams in privately-held companies.
Wertheim & CO delivers high-quality advisory solutions tailored to premier privately held middle-market businesses and private investment firms. With deep insight into the specific needs of founder-led, family-owned, and employee-owned enterprises, we harness our broad operational background, extensive M&A transaction knowledge, and expansive network to maximize value and deliver exceptional results for our clients.
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