Founded in 1980, ASI serves as a Merger and Acquisition Intermediary and Investment Banker for clients located throughout the Western United States . We primarily represent owners of closely held businesses who desire to sell their mid-size companies but also provide services for subsidiary divestitures, both by privately held and public companies. In addition, we work with our clients to arrange mezzanine financing for transactions in which we are involved, and represent buyers both in locating acquisition targets and negotiating acquisitions. We prepare formal valuations for use in litigation, divorce, partnership dissolution, and financial and estate planning. Although most of our clients are middle market firms ($2 – 25 million in sales), we have successfully worked for companies with sales up to $125 million.

ASI is fully licensed and accredited to do business in California, Nevada, Arizona and all other states where required by law.