Established Industry Presence Calder Associates has been operating since 2002, accumulating over 100 years of combined M&A experience, positioning it as a trusted leader within the financial services sector focused on buying and selling businesses.

Strong Regional Focus With recent expansions into Florida and key hires such as Erin Crawford and Patrick Archer, Calder Associates demonstrates an active effort to grow its regional footprint and deepen its market reach in the M&A advisory space.

Robust Financial Performance The company generates revenue between $10 million and $25 million, indicating a solid mid-market position and potential capacity for larger deal flow or cross-selling additional advisory services.

Recognition and Awards Receiving notable industry awards like the IBBA Chairman’s Circle Award and the Tom West Award underscores Calder Associates' reputation for excellence, making it appealing for clients seeking reputable advisory partnerships.

Technology-Enabled Operations Utilizing advanced digital tools such as Cloudflare Bot Management and WordPress indicates an investment in technology to streamline operations and enhance client engagement, which can be leveraged for targeted sales outreach and digital marketing efforts.