CoreDeal Advisory
CoreDeal Advisory publicly describes sell-side advisory, buy-side advisory, and business valuation services. Its stated process covers valuation and strategy, market positioning, buyer outreach, negotiation and structuring, and closing support.
CoreDeal Advisory states that it advises business owners and investors transacting between $5M and $50M.
It describes confidential sell-side work with curated buyer outreach and buy-side work involving targeted acquisition searches, diligence, and deal structuring.[1][2][3][4][5][6]
What does CoreDeal Advisory do?
CoreDeal Advisory is the advisory brand identified on the official CoreDeal website, which lists a contact address at 224 Wall St, Suite 301, Huntington, NY 11743. The firm states that it advises business owners and investors transacting between $5M and $50M.[1][4]
CoreDeal publicly states that it provides sell-side advisory, buy-side advisory, and business valuation services. Its stated process includes initial consultation, valuation and strategy, market positioning, buyer outreach, negotiation and structuring, and closing support.[2][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.
Published criteria: CoreDeal states that it advises business owners and investors transacting between $5M and $50M.[4]
What should a business owner evaluate before hiring CoreDeal Advisory?
For an owner evaluating a sale, CoreDeal’s publicly stated scope includes transactions between $5M and $50M, confidential and curated buyer outreach, competitive tension, negotiation, and closing support. The firm’s disclosed sector examples span industrials, healthcare, technology, business services, and consumer situations, while its selected engagements identify private equity, strategic, family-office, and industry-consolidator counterparties.
The selected-transactions section is anonymized and does not provide closing dates, transaction consideration, or buyer identities. An owner should therefore seek references or permissioned deal summaries, confirm which examples are completed and their dates, understand the buyer-universe methodology, and obtain the proposed engagement economics and scope of senior-principal involvement before relying on the public examples or reported metrics.[2][4][5][6][7]
Which legal entity would sign the engagement, and what regulatory or securities-services affiliations apply
Which selected transactions closed within the last three years, and can the firm provide references or permissioned deal summaries
What size transactions and clients does CoreDeal Advisory focus on?
CoreDeal states that its principals have closed deals across industrials, healthcare, technology, business services, and consumer sectors.[5]
The official selected-transactions section identifies an HVAC platform sold to a private equity buyer at 8.2x EBITDA, a multi-site dental group acquired by a strategic buyer, and a vertical SaaS bolt-on for a PE-backed platform.
Other listed examples include a precision components manufacturer sold to a family office, a specialty foods distributor sold to an industry consolidator, and an add-on acquisition for a facilities-services platform.[6]
CoreDeal states that it advises business owners and investors transacting between $5M and $50M. Its public service description covers both sell-side and buy-side advisory work.[2][4]
What does CoreDeal Advisory publicly disclose about fees, process and engagement terms?
The official selected-transactions section states that names are withheld to preserve confidentiality. It does not disclose closing dates, transaction consideration, or buyer identities for the listed engagements.
The official contact section provides a Huntington, New York address but does not state a general geographic coverage mandate for CoreDeal Advisory. It identifies the brand and contact details but does not identify a separate legal entity form or firm-level broker-dealer, investment-adviser, securities-license, or regulatory-identification details.
The official homepage reports $2.4B+ in closed volume, 180+ deals advised, 22 years, and a 94% close rate, but does not provide methodology, calculation dates, or supporting deal-level reconciliation for those metrics.[1][5][6]
The official contact section identifies the CoreDeal Advisory brand and provides contact details. That section does not identify a separate legal entity form, broker-dealer affiliation, investment-adviser registration, securities license, or regulatory identification number.[1]
CoreDeal describes its sell-side work as confidential and structured, using curated buyer outreach, competitive tension, and disciplined negotiation. Its stated process includes valuation and strategy, market positioning, buyer outreach, negotiation and structuring, and closing support.
The firm also states that it works with a small number of clients each year so that each engagement receives senior attention from start to close. For buy-side assignments, CoreDeal describes targeted acquisition searches, diligence, and deal structuring for strategic acquirers, family offices, and private equity.[2][3][7]
Questions to ask before hiring CoreDeal Advisory
Which legal entity would sign the engagement, and what regulatory or securities-services affiliations apply?
What are the engagement fee, retainer, success-fee percentage, minimum fee, expense policy, tail period, and termination provisions?
Which selected transactions closed within the last three years, and can the firm provide references or permissioned deal summaries?
How are valuation ranges and buyer lists developed for a particular business?
What percentage of consideration was cash, rollover equity, earn-out, or seller financing in comparable transactions?
Which senior principals would lead the engagement, and how many simultaneous mandates do they handle?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Transaction size / criteria
- 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.