Berntson Porter & Company
Berntson Porter Corporate Advisory, LLC provides M&A advisory services to middle-market clients in the Pacific Northwest. Its stated criteria include $1-10M of EBITDA and $10-100M of valuation, with a focus on founder-owned, operated, and second-generation family businesses and owner/operator transition situations.
What stands out about Berntson Porter & Company
BPCA publicly offers sell-side M&A/business sales, recapitalizations, growth capital, buy-side M&A/acquisitions, and transaction services. Its stated typical transaction criteria are $1-10M EBITDA and $10-100M valuation, and its geographic focus is the Pacific Northwest.[1][2][3][4][5]
What does Berntson Porter & Company do?
Berntson Porter Corporate Advisory, LLC is an M&A advisor serving middle-market clients in the Pacific Northwest. The firm’s official team page identifies Robert Berntson as a co-founder of Berntson Porter & Company, PLLC, and Gregory Noone as a BPCA co-founder and managing director.
BPCA states that it works with founders, owners, and management teams seeking to transition companies to the next phase of growth and ownership.[1][2][4]
BPCA publicly offers sell-side M&A and business sales, recapitalizations, growth capital, buy-side M&A and acquisitions, and transaction services.[3]
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.
What should a business owner evaluate before hiring Berntson Porter & Company?
An owner evaluating BPCA can compare the firm’s stated Pacific Northwest focus, transaction criteria, ownership situations, and disclosed M&A lanes with the company’s circumstances. BPCA’s public announcements also show advisory roles in transactions involving technology services, building products, food processing, manufacturing, distribution, and consumer services.
Before engagement, an owner should clarify current team availability, valuation methodology, buyer outreach approach, conflicts, fee provisions, securities-law responsibilities, the entity that would sign the engagement letter, and the role of BP Securities. The public materials cited here do not establish those engagement-specific terms.[1][3][4][5][6][7][8][9]
What valuation and EBITDA ranges are currently most representative of completed engagements
Which senior professionals will lead the mandate
What size transactions and clients does Berntson Porter & Company focus on?
BPCA’s stated industry focus includes aerospace, food processing, automotive, manufacturing, building materials, professional services, construction, software, distribution, and technology services.[4]
BPCA announced that it acted as exclusive financial advisor to the owner of IVOXY Consulting in a sale to Trace3, a portfolio company of American Securities, on May 31, 2025. It also announced advisory roles in the sale of JLA Supply to White Cap on February 4, 2025; Bellingham Millwork Supply to a private investor on December 2, 2024; Idaho Natural & Organic Foods to an undisclosed strategic buyer on November 1, 2024; Mosaic Salon + Spa to Salon Republic, a portfolio company of Riata Capital Group, on October 18, 2024; and Western Integrated Technologies to SunSource, a portfolio company of Clayton, Dubilier & Rice, on January 15, 2024.[1][5][6][7][8][9]
BPCA’s publicly stated transaction lanes include sell-side M&A and business sales, recapitalizations, growth capital, buy-side M&A and acquisitions, and transaction services.
Its stated typical transaction criteria are $1-10M of EBITDA and $10-100M of valuation. BPCA also identifies founder-owned and operated businesses, second-generation family businesses, continuity and expansion situations, and owner/operator transition situations within its criteria.[3][4]
What does Berntson Porter & Company publicly disclose about fees, process and engagement terms?
The cited BPCA services page does not publish a universal advisory-fee percentage, minimum fee, success-fee schedule, retainer schedule, tail period, or termination-fee schedule.
The cited JLA Supply transaction announcement identifies the transaction parties and advisory role but does not disclose transaction consideration or BPCA’s advisory-fee terms. The cited IVOXY Consulting transaction announcement likewise does not disclose transaction consideration or BPCA’s advisory-fee terms.[1][3][5]
BPCA’s 2026 firm overview states that any securities offering is conducted through BP Securities, LLC, a wholly owned subsidiary of Berntson Porter Corporate Advisory, LLC and a FINRA member broker-dealer. FINRA’s firm report identifies BP Securities, LLC as CRD #288568 and SEC #8-69951, with its main office at 11100 NE 8th Street, Suite 400, Bellevue, Washington.[4][10]
BPCA publicly describes a service model covering sell-side and buy-side M&A, business sales, acquisitions, recapitalizations, growth capital, and transaction services. The cited services page does not publish a universal advisory-fee percentage, minimum fee, success-fee schedule, retainer schedule, tail period, or termination-fee schedule.[3]
Questions to ask before hiring Berntson Porter & Company
What valuation and EBITDA ranges are currently most representative of completed engagements?
Which senior professionals will lead the mandate?
How are strategic buyers, financial sponsors, and individual buyers evaluated?
What are the retainer, success-fee, minimum-fee, expense, tail, and termination provisions?
When is BP Securities involved, and which entity is party to the engagement letter?
Can BPCA provide current references for transactions in the owner's sector and geography?
How are quality-of-earnings and other diligence services coordinated with CBIZ-Berntson Porter?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Investment approach
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- FINRA regulatory record
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 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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