Our Approach

M&A Advisory

At Goldbear, we believe client interests are paramount. We recognize that no two transactions are exactly alike, and deliver a customized approach to fit the particular financial, industry, and shareholder requirements of every engagement. Our professionals take great care in presenting a full range of strategic alternatives and offer outstanding capabilities for running highly competitive processes.

First we will provide you with a no-cost preliminary valuation of your business providing you have a minimum $1 million in annual profit. We then provide guidance on how you can maximize the value of your business and determine best timing for a sale.


Our capital raising practice is made up of a network of Investment Bankers, Private Equity, Investment Management, High net worth professionals as well as Marketing and Executives-as-a Service “Chief Outsiders”. Together with our partners, we focus on assisting our clients in demonstrating the value in their businesses and commit a dedicated team of investment bankers to ensure the best outcome whether it be business renewal and acceleration or capital raising.