Delta Business Advisors
Delta Business Advisors assists buyers and sellers of privately held businesses with sales, acquisitions, exit planning, valuation, due diligence and related M&A advisory services. The firm states that it predominantly serves Central, Northern and Southern Arizona and also has experience and contacts throughout the United States and internationally.
What stands out about Delta Business Advisors
Delta Business Advisors publicly presents a Scottsdale, Arizona-based brokerage and M&A advisory practice serving privately held businesses. Its lower-middle-market M&A offering states a focus on owners with an EBITDA range of 500,000 to 10 million dollars, while its transaction archive documents both sell-side and buy-side advisory roles across several business categories.[1][2][3][4][5][6]
What does Delta Business Advisors do?
Delta Business Advisors is a boutique firm focused on assisting owners of privately held businesses with business sales and acquisitions. The firm is headquartered in Scottsdale, Arizona. Its website identifies Lisa Riley as CEO, M&A Advisor and Designated Broker, and Kim Mehring as Managing Partner and COO.[1]
Delta states that it assists buyers and sellers with business sales, acquisitions, exit planning, valuation, market-condition analysis and due diligence. Its sell-side M&A offering addresses transaction structure, buyer fit, tax implications, value maximization, buyer targeting and transaction success. Its buy-side offering describes support for lower-middle-market acquisitions involving complex transaction structures, valuation and financing arrangements, and confidential presentation to targeted buyers.[1][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 Delta Business Advisors?
An Arizona owner evaluating Delta can assess a locally concentrated intermediary that publicly describes both smaller privately held business services and a lower-middle-market M&A offering. The firm’s stated services include valuation or sales-price analysis, buyer targeting, negotiation-related transaction support and due diligence, while its archive documents both sell-side and buy-side roles. Before engagement, the owner should clarify the fee and expense structure, exclusivity and termination provisions, confidentiality and marketing practices, buyer-qualification approach, comparable transaction experience, available transaction dates and values, and the firm’s current legal-entity and Arizona broker-license details.[1][2][4][6]
What size transactions does Delta Business Advisors handle?
Delta’s official Tombstones page identifies a Glendale dental clinic sold to a private party with Delta acting as sell-side advisor, and a Scottsdale franchise gym sold to a private party with Delta acting as sell-side advisor. It also identifies an Arizona Montessori business sold to an individual, an Arizona background screening company sold to a private company, and an Arizona construction and manufacturing company sold to a private company, with Delta acting as buy-side advisor in each listed example.[4]
The firm publicly describes both sell-side and buy-side M&A advisory services. Its lower-middle-market offering states a focus on business owners with an EBITDA range of 500,000 to 10 million dollars. Delta also describes business sales and acquisitions, exit planning, valuation or sales-price analysis, buyer targeting, due diligence and transaction support.[1][2][3]
Delta states that it predominantly services Central, Northern and Southern Arizona and has experience and contacts throughout the United States and the world. Its transaction archive documents businesses in categories including dental clinics, franchise gyms, Montessori schools, background screening, window tinting, automotive repair, construction and manufacturing, packaging and shipping, salons, assisted living, restaurants, pet grooming and technology repair. The archive demonstrates a range of transaction experience; it does not establish an exclusive sector mandate.[1][4]
What does Delta Business Advisors publicly disclose about fees and engagement terms?
The cited About page does not publish a fee schedule, commission percentage, minimum fee, expense schedule or engagement termination terms. The cited Tombstones page does not publish transaction closing dates, transaction values, consideration terms or detailed buyer identities for the listed examples. The cited About page identifies a Designated Broker but does not publish a firm-level broker-license number, regulator record or securities-registration statement. The cited Contact page also does not publish engagement fees, success-fee percentages, minimum fees or transaction-term schedules.[1][4][6]
Delta identifies Lisa Riley as its Designated Broker. The cited About page does not publish a firm-level broker-license number, regulator record or securities-registration statement. Those items should be confirmed directly when evaluating an engagement.[1]
Delta’s public service descriptions address transaction structure, buyer fit, valuation or sales-price analysis, buyer targeting, due diligence and transaction support. The buy-side M&A page describes confidential presentation to targeted buyers. The cited pages describe these service components but do not establish a complete engagement sequence or timing.[1][2][3]
Questions to ask before hiring Delta Business Advisors
What are the upfront, monthly, milestone and success fees, and are there minimum fees, expense charges or tail provisions?
Is the engagement exclusive, and how will the business be marketed while preserving confidentiality?
What buyer-qualification and outreach process will be used for this assignment?
Which documented transactions are comparable in size, industry and advisory role, and what closing dates or transaction values can be disclosed?
How does the stated EBITDA range of 500,000 to 10 million dollars apply to this company, and what is the firm's current legal entity and Arizona broker-license information?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry focus
- Transaction size / criteria
- Public disclosure information
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.
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