Mid-market M&A Emory & Co. specializes in merger and acquisition advisory for middle market companies, presenting opportunities to cross-sell due diligence, valuation, and deal structuring services to potential clients seeking growth through acquisitions or divestitures.

Valuation Expertise With a long track record of over 1,400 valuation projects and complex valuation capabilities for estates, trusts, ESOPs, and corporate planning, there is potential to upsell ongoing valuation, governance, and succession planning services to closely held businesses and high-net-worth owners.

Geographic Reach Operations span local, regional, national, and international levels, suggesting opportunities to target clients seeking cross-border or multi-region M&A support, as well as international capital raising.

Industry Versatility Serving a diverse mix of industries including distribution, food, manufacturing, service, and technology indicates potential for cross-industry advisory packages and referrals from related professional networks.

Small Firm, Big Capability With a lean employee base of 11-50, emphasize nimble, personalized deal execution while offering scalable services through partnerships or preferred alliances to handle larger or more complex transactions.