Auxo Firm Directory · Independent Research Profile

Bayview Capital Group

Bayview Capital Group states that it represents smaller middle-market businesses for sale, with a focus on traditional service and manufacturing companies. Its published process includes valuation analysis, confidential marketing materials, buyer screening, negotiation, and closing support.

Key takeaway

What stands out about Bayview Capital Group

Bayview Capital Group publicly describes a primarily sell-side M&A advisory model for smaller middle-market businesses. It states that clients typically have $10 million to $150 million in sales, $2 million to $15 million in EBITDA, and transaction values between $10 million and $150 million; its transactions page separately describes typical sellers with $10 million to $100 million in sales and a defensible niche.[1][2][3]

What does Bayview Capital Group do?

Bayview Capital Group states that it was established in Wayzata, Minnesota, in 1995 and exclusively represents smaller middle-market businesses for sale. The firm lists Bayview Capital Group LLC at 229 Minnetonka Avenue South, Suite 545, Wayzata, Minnesota, and identifies Peter Slocum as its contact.[1][2]

Bayview describes a sell-side process that includes establishing a valuation range, developing a tailored marketing strategy, preparing a confidential information memorandum, pre-qualifying prospective buyers, managing buyer contact, negotiating and selecting final candidates, and supporting transactions through closing. It also states that its principals have completed over 80 sell-side and 20 buy-side assignments in the last 20 years.[1]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Public size / criteria information
Bayview states that clients typically have sales between $10 million and $150 million, EBITDA from $2 million to $15 million, and transaction values between $10 million and $150 million. Its transactions page separately states that typical seller companies have sales between $10 million and $100 million and a defensible niche in their respective marketplace.[1][3]

What should a business owner evaluate before hiring Bayview Capital Group?

An owner evaluating Bayview can compare the company’s profile with Bayview’s stated criteria: traditional service or manufacturing businesses, typically with $10 million to $150 million in sales, $2 million to $15 million in EBITDA, and transaction values between $10 million and $150 million. The transactions page separately describes typical seller companies with $10 million to $100 million in sales and a defensible niche.

Bayview’s public process description gives owners specific points to clarify, including valuation preparation, confidential marketing materials, buyer qualification, buyer outreach, negotiation, and closing support. Before engagement, an owner should confirm the contracting legal entity, current team capacity, recent completed deal dates, fee and expense provisions, buyer outreach strategy, and the current relationship between Bayview Capital Group LLC and Bayview Capital Securities, LLC.[1][2][3][4]

01

Which legal entity would sign the engagement letter and receive fees

The official contact page identifies Bayview Capital Group LLC, while the regulatory record concerns Bayview Capital Securities, LLC; the relationship between the entities is not established by the identified records.[2][4]

02

What is the current relationship, if any, between Bayview Capital Group LLC and Bayview Capital Securities, LLC

The FINRA report describes Bayview Capital Securities, LLC and references Bayview Capital Group’s involvement in M&A deals, but the current relationship between the entities is not established by the identified records.[2][4]

03

What transactions has the current team completed, and what were the transaction dates and values

The official transactions page lists examples but does not publish complete transaction dates or transaction consideration for those examples.[3]

What size transactions and clients does Bayview Capital Group focus on?

Bayview identifies traditional service and manufacturing companies as its market niche. Its public transaction examples include businesses in areas such as tire distribution, industrial and specialty manufacturing, engineering, clinical supplies, fire protection, medical devices, plastics, imaging services, and other business services.[1][3]

The official transactions archive identifies Southern Tire Mart, LLC’s acquisition of Friend Tire, Inc.; Wurth Baer Supply Co.’s acquisition of Holdahl Company, Inc.; and Three Bridge Solutions, LLC’s acquisition of the stock of Keyot, Inc.

Other listed examples include the sale of Crane Engineering, Inc. to Engineering Systems, Inc.; Trystar’s recapitalization by Goldner Hawn Johnson & Morrison with management; Clinical Supplies Management, Inc.’s acquisition by Great Point Partners; Indigo Signworks, Inc.’s acquisition by Akoya Capital Partners LLC with management; Olsen Fire Protection’s acquisition by Viking Automatic Sprinkler Company, a subsidiary of APi Group Inc.; and Stellar Technologies, Inc.’s acquisition by Cirtec Medical, LLC, a portfolio company of Century Park Capital Partners.[3]

Bayview presents a primarily seller-focused advisory model for middle-market transactions and reports 20 buy-side assignments in the last 20 years. Its published examples include acquisitions, a sale, and a recapitalization involving strategic buyers, private-equity firms, and management.[1][3]

What does Bayview Capital Group publicly disclose about fees, process and engagement terms?

The official Bayview overview page does not publish a fee schedule, success-fee percentage, minimum fee, expense schedule, exclusivity terms, termination terms, or tail provisions.

The official Bayview transactions page lists identifiable examples but does not publish transaction consideration, valuation multiples, or complete transaction dates for those examples. The official contact page does not publish a CRD number, SEC number, or current securities-registration status, and the official overview page does not define a formal geographic mandate, exclusive territory, or list of covered states or countries.[1][2][3]

A FINRA BrokerCheck report identifies Bayview Capital Securities, LLC as CRD #146434 and SEC #8-67820. The report states that the entity was formed in Minnesota on December 4, 2007, had a main office at 214 Minnetonka Avenue South in Wayzata, and was registered from July 25, 2008, to December 21, 2010; it also states that the firm is no longer registered with FINRA or a national securities exchange.

The report describes Bayview Capital Securities, LLC’s non-securities business as involving Bayview Capital Group in merger and acquisition deals. The official Bayview contact page identifies Bayview Capital Group LLC but does not publish a CRD number, SEC number, or current securities-registration status. The relationship between the two entities is not established by the identified records.[2][4]

Bayview states that it works with a limited client base, focuses on a limited number of engagements, and seeks to provide individualized attention. Its described sale process includes valuation-range analysis, tailored marketing, confidential information memorandum preparation, buyer screening, management of buyer contacts, negotiation, candidate selection, and closing support.[1]

Questions to ask before hiring Bayview Capital Group

Which legal entity would sign the engagement letter and receive fees?

The official contact page identifies Bayview Capital Group LLC, while the regulatory record concerns Bayview Capital Securities, LLC; the relationship between the entities is not established by the identified records.[2][4]

What is the current relationship, if any, between Bayview Capital Group LLC and Bayview Capital Securities, LLC?

The FINRA report describes Bayview Capital Securities, LLC and references Bayview Capital Group’s involvement in M&A deals, but the current relationship between the entities is not established by the identified records.[2][4]

What transactions has the current team completed, and what were the transaction dates and values?

The official transactions page lists examples but does not publish complete transaction dates or transaction consideration for those examples.[3]

What are the engagement fee, success-fee, expense, exclusivity, termination, and tail provisions?

The official overview page does not publish these commercial terms.[1]

How many simultaneous engagements does Bayview accept?

Bayview states that it focuses on a limited number of engagements, but the available information does not specify a numerical capacity.[1]

Which strategic and financial buyer segments does Bayview currently target for the company’s industry?

The transaction archive identifies examples involving strategic buyers, private-equity firms, and management, but it does not establish which buyer segments Bayview currently targets for a particular company or industry.[3]

What geographic buyer outreach will be used?

Bayview states that it has a national track record and relationships with worldwide purchasers, while the official overview page does not define a formal geographic mandate or exclusive territory.[1]

Will Bayview provide references from owners of companies with comparable revenue, EBITDA, sector, and transaction complexity?

Bayview’s published size criteria, sector niche, and transaction examples do not state whether comparable owner references are available.[1][3]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Transaction size / criteria
  4. FINRA regulatory record
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

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