BTI Group
BTI Group publicly describes a confidential intermediary model for privately held, mid-sized companies with revenues of up to $100 million. Its stated services include valuation, pre-marketing consulting, buyer search, negotiation, transaction structuring, and closing support.
BTI Group publicly presents itself as a Western U.S.
business brokerage and M&A advisory firm serving privately held, mid-sized companies with revenues of up to $100 million. Its process includes confidential marketing, buyer qualification, transaction negotiation, and closing support.[1][2][3][6]
What does BTI Group do?
BTI Group operates publicly through Business Team, which describes its services as including business brokerage, acquisition, and merger advisory. Business Team publicly describes its coverage as the Western United States.
BTI Group states that it provides M&A services to privately held, mid-sized companies with revenues of up to $100 million.[1][2]
Publicly stated services include business valuation, pre-marketing consulting, exit-strategy planning, mergers, acquisitions, divestitures, and transaction advisory support.
BTI Group also states that it confidentially markets businesses, locates qualified buyers, negotiates and structures transactions, coordinates with sellers’ tax advisors, accountants, and attorneys, and supports closing.[2][3]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
What should a business owner evaluate before hiring BTI Group?
An owner evaluating BTI Group should clarify the legal entity that will sign the engagement and receive transaction fees, the success-fee percentage, minimum fee, reimbursable expenses, and any post-termination tail. The owner should also confirm whether the initial exclusive term is 12 months and review renewal and termination provisions.
Other points to establish include the valuation methodology and comparable transactions, buyer categories and geographic markets to be targeted, the documentation of buyer financial qualification and confidentiality, the proposed marketing plan, the engagement team, and which recent closed transactions can be discussed under confidentiality.[3][6]
What legal entity will sign the engagement and receive transaction fees
What are the success-fee percentage, minimum fee, reimbursable expenses, and any post-termination tail
Is the initial exclusive term 12 months, and what are the renewal and termination provisions
What size transactions does BTI Group handle?
An official BTI Group newsletter identifies sold examples including Septic Pumping and Maintenance at $1,750,000; Steady Transmission Business at $400,000; Freight Forwarding at $1,100,000; Multi Store Dry Cleaners at $550,000; Semiconductor Equipment Manufacturer at $5,750,000; Electric and Construction Company at $5,200,000; Custom Signage Company at $2,500,000; and Metal Coating and Finishing at $1,950,000.
The official sold-business archive lists identifiable sold businesses including Altos Management Partners, Inc., MarketPoint, 1-800-Radiator, and Forno Bravo.[5][6]
BTI Group’s stated transaction focus includes business brokerage, acquisitions, mergers, divestitures, valuation, pre-marketing consulting, exit-strategy planning, negotiation, transaction structuring, and closing support.[2][3]
Business Team publicly describes its market as the Western United States. The official materials cited for this profile identify California and other Western-region markets.
An official office page identifies experience with restaurants, manufacturing, technology, IT staffing, software, retail, franchises, food distribution, flooring, janitorial services, automotive, and other business categories.[1][4]
What does BTI Group publicly disclose about fees and engagement terms?
The official sold-business archive lists sold-business names but does not publish transaction dates, buyer identities, or consideration terms for each listed entry.
The official M&A FAQ states that BTI Group receives a transaction fee at closing but does not publish a universal success-fee percentage, minimum fee, expense schedule, or tail-period provision.[3][6]
The California Department of Real Estate lists BTI Group as a licensed corporation under license ID 01160661, with LICENSED status, a main office at 1475 S Bascom Ave Suite 212, Campbell, California, and an expiration date of September 13, 2030.
The same record identifies Ian Douglas MacLachlan as BTI Group’s designated officer.[7]
BTI Group states that its buyer search is tailored to each company and may use qualified-buyer databases, external databases, intermediary networks, direct outreach, trade publications, and M&A websites.
Interested buyers must sign confidentiality agreements and be financially qualified before receiving detailed information about a business. BTI Group states that the initial term of its Exclusive Marketing Agreement is 12 months.
BTI Group states that it is paid a transaction fee at closing and that small fees may also be required for business valuation and preparation of the Confidential Business Review.[3]
Questions to ask before hiring BTI Group
What legal entity will sign the engagement and receive transaction fees?
What are the success-fee percentage, minimum fee, reimbursable expenses, and any post-termination tail?
Is the initial exclusive term 12 months, and what are the renewal and termination provisions?
Which comparable transactions support the valuation?
Which buyer categories and geographic markets will be targeted?
How will buyer financial qualification and confidentiality be documented?
Which team members will lead the engagement, and what recent closed transactions can be discussed under confidentiality?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
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.