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.
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.
From the very beginning, we've guided clients through more than 100 successful transactions, including strategic and management buyouts, majority and minority recapitalizations, growth funding initiatives, platform acquisitions, divestitures, and strategic add-ons. Our distinctive, privately negotiated approach has empowered clients to realize billions in enterprise value, helping them achieve their long-term goals.
We are deeply committed to supporting privately-held, multi-generational, employee-owned, and partner-led middle-market companies. By blending innovative thinking with carefully tailored strategic guidance, we ensure smooth, effective execution for our clients across various industries nationwide. Our team's extensive expertise and high-quality outcomes consistently earn recognition and trust, reflecting our unwavering dedication to excellence.
