Freeman-Logan M&A Advisors
Freeman-Logan M&A Advisors states that it focuses on lower middle-market companies and provides sell-side M&A services, including valuation, buyer marketing, deal support, due diligence, and closing assistance. The firm states that it serves clients around the world and has experience across several business-services and technology-related sectors.
Freeman-Logan M&A Advisors publicly presents a hands-on sell-side process for lower middle-market companies.
Its stated services cover preparation, valuation, buyer outreach, LOI evaluation, due diligence, negotiation, and closing support; owners should separately verify engagement economics, contracting entity, regulatory status, and transaction details.[1][2][3][4][8]
What does Freeman-Logan M&A Advisors do?
Freeman-Logan M&A Advisors, identified on its official site as Freeman Logan M&A Brokers Advisors, is based in Washington, DC and was founded by Russell Logan and Cheryl Freeman Logan. The firm states that it focuses on lower middle-market companies.
Its public positioning is centered on sell-side M&A advisory for small and mid-sized businesses, with a stated focus on a select roster of companies considered highly attractive to buyers.[1]
The firm publicly offers sell-side M&A services that include business optimization, valuation analysis, marketing to potential buyers, deal structuring and negotiation support, and management of the closing process.
Its stated process includes developing the selling story and marketing strategy, establishing a range of values, soliciting potential buyers, managing due diligence, evaluating letters of intent, and assisting with the final purchase agreement.[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.
What should a business owner evaluate before hiring Freeman-Logan M&A Advisors?
An owner evaluating Freeman Logan can clarify how the firm’s stated seller-side process would apply to the company, including preparation, valuation, buyer outreach, LOI evaluation, due diligence, negotiation, and closing support.
The official sources identify a lower middle-market focus and experience across technology, telecommunications, software, business-services, contact-center, BPO, and digital-marketing businesses. Owners should verify whether their company meets the firm’s engagement criteria, how buyer conflicts are handled, which legal entity would contract, what fees and termination provisions apply, and which transaction terms can be independently documented.[1][2][3][4][8]
What legal entity would sign the engagement letter, and what licenses or registrations apply to the contemplated services
What upfront, monthly, success, reimbursement, tail, and termination fees would apply
Is there a minimum revenue, EBITDA, enterprise-value, or transaction-size threshold for an engagement
What size transactions and clients does Freeman-Logan M&A Advisors focus on?
Freeman Logan states that it works across industries but has extensive experience with IT managed-services providers, wireless telecommunications, software, business services, and digital marketing.
Its publicly identified case-study experience also includes contact centers, call centers, BPO consulting, and IT managed services.[3][4]
SK Weston: The official Clients page identifies a January 6, 2025 case study involving a business operating in contact centers, call centers, BPO consulting, and IT managed services across the U.S., South Africa, and Latin America. The case study states that Freeman Logan ran an auction that generated five letters of intent and achieved a final sale price 40% above SK Weston’s minimum asking price.
Enlightek: The official Clients page identifies a March 24, 2024 case study and states that the company had 30 employees and $3.3 million of revenue before its sale process. The case study states that Freeman Logan created a targeted buyer-outreach process, received roughly a dozen letters of intent, and completed a sale to a strategic buyer.
EMSI: The official Clients page identifies a March 23, 2024 case study and states that Freeman Logan sold the IT managed-services provider in three short months. The case study states that the firm identified strategic and financial buyers, created a competitive bidding process, and secured multiple offers for the owner.[4][5][6][7]
The firm presents a seller-side process involving deal preparation, buyer solicitation, LOI vetting, due diligence management, negotiation, and closing support. Its stated process addresses transaction terms including earnouts, rollover equity, holdbacks, indemnification, representations, and warranties.
Public case studies describe targeted buyer outreach, auction processes, and competitive bidding involving both strategic and financial buyers.[3][5][6][7]
What does Freeman-Logan M&A Advisors publicly disclose about fees, process and engagement terms?
The official Contact page lists contact details but does not identify a contracting legal entity or firm-level regulatory status.
The official Solutions page does not publish a numeric revenue, EBITDA, enterprise-value, or transaction-size threshold for accepting engagements.
The official Clients page identifies case studies for SK Weston, Enlightek, and EMSI but does not state transaction values, buyer identities, consideration structures, or closing dates for those examples.
The official homepage does not publish a standard fee schedule, success-fee percentage, minimum fee, tail period, or termination schedule.[2][3][4][8]
The official Contact page lists a Washington, DC address, telephone number, and email address but does not identify a contracting legal entity, broker-dealer registration, investment-adviser registration, securities license, or other firm-level regulatory status. Owners should verify the legal entity signing an engagement and any licensing or registration requirements applicable to the contemplated services.[8]
Freeman Logan states that it manages the overall sale process, develops the selling story and marketing strategy, establishes a value range, shops the company to potential buyers, supports due diligence, evaluates LOIs, and assists with the final purchase agreement.
The firm’s stated process includes negotiation of earnouts, rollover equity, holdbacks, indemnification, representations, and warranties. Public case studies describe auction and competitive-bidding processes, including outreach to strategic and financial buyers.[3][5][7]
Questions to ask before hiring Freeman-Logan M&A Advisors
What legal entity would sign the engagement letter, and what licenses or registrations apply to the contemplated services?
What upfront, monthly, success, reimbursement, tail, and termination fees would apply?
Is there a minimum revenue, EBITDA, enterprise-value, or transaction-size threshold for an engagement?
Which named transactions can be verified, and what were the buyer identities, dates, consideration structures, rollover equity, earnouts, and seller-retention terms?
How are buyer conflicts and dual-side representations handled?
Who will lead the process day to day, and how will the firm’s stated process be applied to the company?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- 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.
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