Financial Modeling, Business Valuation and M&A Advisory

Impetus partners with CPAs, attorneys and middle-market clients to deliver defensible, investment banking-caliber financial modeling, business valuations and M&A advisory. Sophisticated deal advisory that’s more accessible than traditional investment banks

Multiple business presentation slides overlapping, including a process timeline, valuation summary, and key valuation metrics, displayed against a black background.
Multiple business presentation slides overlapping, including a process timeline, valuation summary, and key valuation metrics, displayed against a black background.
Partner With Us

$1 billion

Value Transacted

10 years

Deal Experience

75+

Advisory Engagements

Chocolates Franchise Sale

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Ingredients Manufacturer Carve-out

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Professional Services Provider Sale

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F&B Co-manufacturer Sale

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Automotive Supplier Sale

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Building Products Manufacturer Sale

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TBI Hospital Acquisition

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Chocolates Franchise Sale | Ingredients Manufacturer Carve-out | Professional Services Provider Sale | F&B Co-manufacturer Sale | Automotive Supplier Sale | Building Products Manufacturer Sale | TBI Hospital Acquisition |

Includes transactions completed at other banks

Impetus operates on a flat-fee for scoped advisory deliverables

How We Work

Direct & White-Label

We work directly with end clients and through their trusted CPAs, lawyers and advisors. White-label deliverables available on request

Flat-fee Deliverables

We charge fixed fees on scoped deliverables like business valuations and offering materials. Sale processes include a success fee

Best Practice

Every business valuation and advisory deliverable is completed in line with industry best practice. Explore our Business Sale by Industry Guide (+230 others)

Our Services

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    Financial Modeling

    On-demand financial modeling, process materials and diligence

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    Business Valuation

    Defensible client valuations that hold up in diligence

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    M&A Advisory

    Seamless transaction execution

Explore Services

Trusted advisor to clients seeking deep M&A experience and judgement they can rely on

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Unparalleled Expertise

  • Ex-investment banking experience

  • Audit-ready tie-outs

  • Results-oriented approach

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Versatility & Customization

  • M&A, debt placement, strategy

  • Internal / external audience

  • Tailored length and complexity

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Transparent Pricing

  • Cost-efficient

  • Flat-fee structure on scoped deliverables

  • Success fee on full-service sale and buy process

Investment Banking Capabilities. Middle-market Accessibility

Contact us