Transitions, Mergers & Acquisitions (M&A)

Consulting > mergers & Acquisitions

Drive Strategic Transformation, Optimize Your Liquidity

At Herbers & Company, we understand that transitions, mergers, and acquisitions (M&A) are far more than isolated transactions—they are pivotal strategic moves that define your future.

We take the time to understand your unique vision and challenges and offer solutions that span each phase of the journey—from initial readiness to seamless integration. Our commitment is to expand your value and secure your legacy.

Transition, Merger & Acquisition (M&A) Solutions We Offer:

M&A: Assists you in acquiring, merging, or being acquired to enhance operations, market presence, and/or provide founder or partner liquidity.

Readiness: Equips your firm with financial analysis, strategies, and advice needed to successfully prepare for and navigate M&A, ensuring a smooth transition and long-term value creation.

Know Your Options: Assisting founders/partners to capitalize by exploring all available options, including internal transitions, private equity, and external mergers or acquisitions.

Succession Planning: Helping you prepare for leadership and ownership transitions to safeguard business continuity and long-term stability.

Partnership & Equity: Fostering collaboration and accountability by aligning rewards directly with individual roles, responsibilities, and overall firm success.

Private Equity & Capital Analysis: Objective evaluation of private equity opportunities and capital options to support strategic growth and liquidity.

Our Difference: Navigating You Through Each Stage of Growth

Transitions, Mergers & Acquisitions

  • Based in Austin, Texas, we have over 22+ years of experience helping financial advisory and professional service firms.

  • Robust network of firms due to our long-standing presence in the financial advisory industry.

  • Deep understanding of the evolving challenges and opportunities within transitions and M&A.

We invite you to get started.