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Hassan Advisors Advisory & Investment Services

Transaction Advisory

Counsel across the deal lifecycle, from first conversation to close.

We advise business owners and investors on ownership transitions, mergers, and acquisitions. For most owners, a sale is the most consequential financial event of their lives — and the buyer across the table does this for a living. Our role is to level that field.

Engagements

  • — Sell-side advisory for owners contemplating a sale, merger, or strategic partnership
  • — Buy-side advisory for individual buyers, platforms, and institutional investors
  • — Partner buy-ins and partnership restructurings
  • — Fairness opinions for boards considering transactions
  • — Independent quality of earnings analysis
  • — Deal structuring and capital allocation analysis

Process

Sell-side engagements typically begin with a market assessment and indicative valuation, followed by buyer identification, marketing materials, process management, diligence response, and negotiation support through close.

Buy-side engagements move through opportunity assessment, financial modeling and valuation, diligence coordination, structuring analysis, and negotiation. We do not represent both sides of a transaction.

Sectors

Our transaction work spans the sectors where closely held businesses change hands — professional services, healthcare, business services, consumer, technology, and industrials among them. The firm's principal has led acquisitions and partnership transactions as a corporate acquirer, working directly with founders through evaluation, diligence, structuring, and close — experience that informs both sides of every engagement.

See the industries we serve →

Working with counsel

Transactions reach better outcomes when financial and legal advisors operate as a coordinated team. We work alongside the client's chosen counsel and tax advisors throughout the engagement, with explicit attention to where our work supports theirs and where the boundary lies. Where a client does not yet have counsel in place, we are happy to make introductions.

Discuss a transaction

Conversations with prospective clients are confidential and offered without obligation. We are selective about engagements and decline matters where independence or attention cannot be assured.

Request a consultation