Sell-Side M&A · Business Valuation
Creating Exits That Truly Achieve Your Objectives
For 20 years, Objective has helped owners of closely held businesses, many going through the process for the first time, understand what their businesses are worth and successfully navigate the sale of their companies. We advise on transactions from majority sales to minority investments for the lower middle market, starting at $20MM.
100%
Majority – Minority Transactions
$20MM+
Enterprise Value
92%+
Closure Rate
500+
M&A Advisory Engagements*
Thousands
Business Valuations*
Industry Recognition
Best Middle-Market
Sell-Side Investment Bank
West Coast
Best Investment Banking & Valuation Company
West Coast
Valuation Firm of The Year
Nationwide
Selected Transactions
Deals We've Closed for Our Clients
A representative selection of recent sell-side engagements across our sectors.
Client Success Stories
Hear From the Owners We've Represented
Founders and owners share what it was like to work with Objective through the sale and/or business valuation of their companies.
What We Do
Two Disciplines, One Senior Team
Owners get the rare advantage of investment banking and valuation expertise working together, sharing market data, deal experience, and a single standard of senior attention.
Investment Banking Group
Sell-Side M&A Advisory
We guide founders and owners through a competitive, confidential sell-side process, from positioning and buyer outreach to negotiation and close, to maximize value on their terms.
Valuation Group
Independent Business Valuation
Defensible valuations for tax, financial reporting, transactions, and strategic planning, delivered by a dedicated team that removes friction from every engagement.
Founder Resources
Owners' Toolkit for Thinking About M&A
Practical guides and insights to help your clients navigate valuation and position their business for a successful transaction.
The CEO's Guide to Selling a Business
A gated, downloadable guide covering valuation, timing, and process for owners considering a sale.
How to Navigate the M&A Process When Selling Your Business
A step-by-step walkthrough of a typical sell-side engagement, from prep work to close.
Preparing Your Business for Sale
Systems Simplified podcast with Channing Hamlet on building systems that earn a premium.
Essential Tips for Business Owners Facing Acquisition Offers
The Deal Scout podcast with Trever Acers on how to respond to acquisition offers.
Advisor Resource Center
Built for the Advisors with Their Clients in Mind
Attorneys, wealth managers, CPAs, and other trusted advisors partner with Objective to give their clients a confident path to exit. Access our quarterly briefing, referral tearsheet, events calendar, and a real community of peers.
- Quarterly advisor briefing
- Referral partner tearsheet
- Curated events calendar
- Co-marketing & deal-flow introductions
What Partners Are Saying
Trusted by the Advisors Who Refer to Us
“Objective’s process is unlike anything I’ve seen at this market level. My clients close confident, and the experience reflects well on me as their advisor.”
Robert H.
M&A Attorney · San Francisco
“Their valuation team removes friction from every deal I refer. They protect both sides fairly and keep me informed at every step.”
Sarah K.
Wealth Manager · Los Angeles
The next step in your future
Whether you’re exploring a sale, need a valuation, or want to refer a client, our senior team is ready to help.