M&A Advisory Services

We are skilled in negotiation and will ensure you are represented fairly throughout the process. Managing the due diligence on either side can feel endless, we will step right in and help organize and navigate you through.

Accelerating Your Growth

Mergers and acquisitions are an inevitable part of business growth. M&A advisory with Adventum brings a wealth of experience in the analysis and execution of these transactions. The anticipation of opportunities and challenges can only be provided from an organization with experience.
Our team has been on both sides of these transactions which gives us the advantage of helping your organization transact knowing the other side’s perspective.

What Our Clients are Saying

Adventum stepped into an extremely challenging environment with misaligned stakeholders and helped us reach a successful outcome for all parties involved. The Adventum team provided strong leadership in managing the target company's finances and diligence leading up to this transaction.

Hubert Holmes

Managing Director Charles Towne Holdings
Adventum was instrumental in getting us prepared for our 1st round of institutional capital. They helped us identify the ideal capital partner and lead the diligence process from start to finish. Our organization is now poised to accelerate our growth.

Ashok Kartham

CEO Mize

Adventum helped us organize and structure our financials for the upcoming audit. Adventum now provided board representation and CFO leadership for our organization. We liked them so much, ultimately hired one of their people for the permanent finance leadership role.

Mike Hardy

CEO Enumerate

Adventum was instrumental in helping us raise our first round of capital. They helped us maximize enterprise value and formed the financial launch pad to propel our organization forward.

Jorge Brea

CEO Symphonic Distribution

Under their leadership, Adventum seamlessly moved our organization from cash basis to GAAP accounting and set the table for us to execute our first audit flawlessly. Adventum trained the financial team to help us maintain the highest level of financial standards moving forward.

Bart Knellinger

Progressive Dental Marketing Symphonic Distribution

Adventum has been a great resource for us to recommend. They provide financial visibility for us as we invest and help entrepreneurs and business owners thoughtfully accelerate their organizations forward.

Robert Faber

Partner Ballast Point Ventures

With a seamless integration into our executive team, Adventum provided Interim CFO services at a critical time as we prepared ourselves to raise capital.

Allan Martin

CEO Lumina Analytics

One of our franchisees needed a financial rudder and Adventum filled that role perfectly. They recalibrated the investment structure, upgraded operations and management teams, and developed new stores providing outstanding leadership in a tough environment

Nick Reader


Financial and operations leadership were needed to build out the franchise side of our business. We were able to successfully raise the capital needed and execute on the plan all with the help of Adventum.

Tony Lockhart

CEO Carsmetics

As a startup, finding players that will do anything to help you move the ball forward can be tough, Adventum brought it’s multifaceted experience to help us raise capital but beyond that, they were willing to help fill in the blanks where needed in ops, customer service, etc.

Todd Belveal

CEO Washlava

Next-level Finance.

Your next opportunity may arise overnight. Prepare for tomorrow while squarely addressing what’s happening today. Speed is the key, and our expert team is ready to accelerate your business now.