Experience.
Integrity.
Success.

WoodMark Capital Advisors is a boutique M&A advisory and valuation firm with solutions for your middle market business. Learn more About Us and the Services that we offer.

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M&A

Representing clients on both the buy-side and sell-sides, we provide senior-level service on all transactions, including mergers, acquisitions and divestitures. Our founders are actively involved in all engagements and utilize their extensive capital markets access to provide successful outcomes for our clients.

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Growth
Capital

We provide expert capital-raising services for a wide variety of clients, both public and privately held. We combine superior origination and structuring experience in executing capital transactions that access both equity and debt forms of capital.

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Business Valuation

Our team employs its vast experience in valuing businesses across an array of industries to provide its clients with accurate, defensible business valuations and fairness opinions. Our valuations are the end-result of comprehensive industry research, qualitative analysis and abstract reasoning.

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ESOPs

Employee Stock Ownership Plan(s) represent a tax-advantaged method for clients to sell or transfer ownership of their respective business that can enrich and reward both the owner and company employees. Our team has represented many clients in structuring ESOPs and navigating them through the financial and legal requirements.

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Experience

Our co-founders have more than 65 years of investment banking, private industry and valuation experience working with leading companies, including Pepsi-Cola, Marriott International, Salomon Brothers, and Alpine Capital. They have successfully completed over $10 billion in transactions, including growth capital raises in the form of debt and equity, third-party sales, ESOPs, and various valuations. This experience is invaluable to the firm’s objective of achieving superior outcomes for our clients. Whether advising our clients on the sales of their businesses, helping them to identify business growth opportunities or offering strategic guidance, our team can draw upon its deep reservoir of experience to offer the best solutions available.

Integrity

Our steadfast objective is to be a long-term partner to our clients by placing our clients’ needs first and being consistently reliable, honest, and trustworthy. We achieve nothing if we don’t earn our clients’ trust. We are proud of the confidence that our clients have placed in us; this confidence is born from not only successful results but also the expectation that we will deliver on our promises. The advice and guidance that we provide to our clients may not always be what the client wants to hear but it will always be what we believe is in our clients’ best interests. We hold our profession in high regard and that is a reflection of the deep respect that we have for the important and confidential work we perform for our clients.

Success

We lead our clients to successful outcomes by providing unparalleled service, complemented by a seasoned and skilled depth of specialized expertise and industry knowledge. Our passion to identify and create opportunities for our clients compels our team to leverage its deep transactional and industry expertise by accessing its wide-ranging capital markets network to address those opportunities. Through this process, we enable our clients to maximize the growth potential for their businesses. Every transaction receives senior-level attention to ensure that the outcomes are in the best long-term interests of our clients. We love to win but we know that we don’t win unless our clients win.