Booth & Company
Booth & Company describes itself as a private independent investment bank serving middle-market clients through M&A advisory, valuation and selected financing mandates. Its disclosed sell-side process includes buyer-list development, marketing materials, IOI and LOI management, due diligence, negotiation and closing assistance.
What stands out about Booth & Company
Booth & Company publicly states that it advises on sell-side and buy-side M&A, valuation and several forms of debt and equity financing. It describes itself as middle-market and selective in accepting engagements, but the homepage does not publish quantitative revenue, EBITDA, enterprise-value, transaction-size or minimum-engagement thresholds.[1][2][3][4]
What does Booth & Company do?
Booth & Company describes itself as a private independent investment bank providing confidential, objective strategic advice on mergers and acquisitions and select capital-raise mandates. The website states that it is operated by A. Booth & Company, LLC, a privately held Florida limited liability company.
The firm identifies with the Scottsdale/Phoenix, Arizona market. Its leadership page states that Andrew Sclater-Booth has advised on cross-border transactions across diversified industries.[1][3]
Booth & Company publicly states that it provides sell-side and buy-side M&A advisory, including buyer or target sourcing, valuation, negotiation, funding and closing assistance.
Its valuation analysis uses public comparables, precedent transactions and discounted cash flow analysis, with base-case, downside and upside scenarios. The firm also states that it assists with private equity, preferred equity, common stock, senior and subordinated debt, real-estate financing and construction financing.[2]
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 Booth & Company?
An owner evaluating Booth & Company can confirm a publicly stated sell-side process that includes buyer-list development, confidential marketing materials, IOI and LOI management, due diligence coordination, negotiation and closing assistance. The firm also states that Andrew Sclater-Booth manages and leads all transactions.
Before engagement, an owner should clarify quantitative transaction criteria, relevant sector experience, the proposed transaction team, the division of responsibilities between Booth & Company and GT Securities where securities placement services are involved, and the success-fee percentage, minimum fee, retainer, termination fee, tail period and standard engagement schedule. The services page does not publish a universal success-fee percentage, minimum fee, retainer, termination fee, tail period or standard engagement schedule, and the homepage does not publish quantitative middle-market thresholds.[1][2][3]
Which team members will work on the mandate, and will Andrew Sclater-Booth personally lead it
What are the proposed retainer, success fee, minimum fee, expense reimbursement, tail and termination provisions
What size transactions and clients does Booth & Company focus on?
The leadership page describes Andrew Sclater-Booth’s experience advising on cross-border transactions across diversified industries and does not state a single narrow sector specialization. The materials therefore present a diversified-industry orientation rather than a defined industry mandate.[3]
The official transaction archive lists an August 2024 merger of Xpyria Investment Advisors with Cerity Partners; an April 2024 sale of a manufacturer’s representative agency to a private investor group; and a January 2023 sale of a seven-site express car wash platform to a private investor.
The archive also lists a November 2022 sale of 2020 Analytics to Trellance and a May 2022 merger of LMF Acquisition Opportunities with SeaStar Medical.[4]
The firm’s stated transaction services cover sell-side and buy-side M&A, valuation, buyer or target sourcing, negotiation, funding and closing assistance. Its financing services include private equity, preferred equity, common stock, senior and subordinated debt, real-estate financing and construction financing.[2]
What does Booth & Company publicly disclose about fees, process and engagement terms?
The homepage describes Booth & Company as middle-market but does not publish quantitative revenue, EBITDA, enterprise-value, transaction-size or minimum-engagement thresholds.
The services page does not publish a universal success-fee percentage, minimum fee, retainer, termination fee, tail period or standard engagement schedule. The transaction archive identifies representative assignments and dates but does not publish transaction consideration, enterprise value, fee terms or complete deal economics for the listed examples.[1][2][4]
The official homepage states that Booth & Company is not a registered broker-dealer. It identifies GT Securities, Inc. as a separate licensed broker-dealer and FINRA/SIPC member.
Securities-related private-placement services are stated to be offered separately by Booth & Company principals in their capacity as registered representatives of GT Securities. Andrew Sclater-Booth’s leadership page lists FINRA Series 79 and Series 63 credentials.[1][3]
For sell-side assignments, Booth & Company states that it organizes a two-step auction process, prepares strategic and financial buyer lists, develops teaser and confidential information memorandum materials, manages IOIs, LOIs and due diligence, negotiates definitive documents and assists with closing.
The firm states that it is owned and managed by Andrew Sclater-Booth, who manages and leads all transactions. Its seller checklist advises owners to consider objectives, family involvement, transaction-team composition, confidentiality, industry conditions, succession, post-sale purpose and financial planning for sale proceeds.[2][3][5]
Questions to ask before hiring Booth & Company
What revenue, EBITDA, enterprise-value or transaction-size ranges does Booth & Company currently target?
Which team members will work on the mandate, and will Andrew Sclater-Booth personally lead it?
What are the proposed retainer, success fee, minimum fee, expense reimbursement, tail and termination provisions?
Which comparable recent transactions may be relevant to the company, and what buyer universe would be approached?
If securities placement services are involved, which activities will be performed by Booth & Company versus GT Securities, and under which legal agreement?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Public Process
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.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.