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Mergers & Acquisitions

Shields & Company was founded in 1991 to provide sound, objective financial advice to owner entrepreneurs, family-owned businesses, and closely held public companies.

As an independent investment bank, we can take a client-first approach to all of our relationships. Our senior-level attention brings industry- and market-knowledge that are cornerstones of successful transactions.

Each process is tailored to meet the unique interests of each client and to give shareholders multiple attractive options. We have found that successful corporate sales, acquisitions, and recapitalizations occur when a disciplined and orderly process is followed.

Our professional staff is committed to a thoughtful, sophisticated, and multi-step transaction process that maximizes value while minimizing risk for the client. Our process and execution excellence results in superior valuations, deal terms, and certainty of close.

Our M&A Practice

Throughout the process we will work with management to:

  • Perform thorough diligence to uncover the key value drivers of the business
  • Develop the story that optimally positions the company for the market
  • Target the right domestic and international potential partners for the business
  • Minimize disruption to the day-to-day operations
  • Negotiate the best possible deal for each client’s specific interests
  • Support the shareholders through closing and post-closing activities



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