Groce, Rose & Moore, LLC
Groce, Rose & Moore, LLC describes itself as an international mergers, acquisitions, consolidations, valuation, financial, and strategic services firm. Its stated services include buy-side and sell-side advisory, valuation, fairness opinions, financial analysis, and strategic support.
GRM publicly describes buy-side and sell-side M&A advisory, valuation, financial, and strategic services.
Its services page states access to over 2,500 qualified buyers and presents $15MM-$2B in revenue and $1MM-$250MM in EBITDA as middle-market criteria, while noting that the criteria are not rigid rules.[1][2][3][4][5][6][7][8][9]
What does Groce, Rose & Moore, LLC do?
Groce, Rose & Moore, LLC identifies itself as an international mergers, acquisitions, consolidations, business valuations, financial, and strategic services firm. The firm’s stated offerings include buy-side and sell-side advisory, merger or consolidation assistance, business valuations, and fairness opinions.[1][2]
GRM publicly describes financial analysis, budgeting and forecasting, project evaluation, finance and acquisition services, business assessment, and due-diligence preparation. Its website also identifies a private-credit advisory function and financial-strategic services.[3][4]
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 Groce, Rose & Moore, LLC?
An owner evaluating GRM can compare the firm’s stated sell-side process, buyer-access statement, middle-market criteria, valuation services, diligence preparation, and closing coordination with the requirements of the proposed engagement. GRM states that its criteria are not rigid rules and that engagements may be considered case by case.
Before engagement, the owner should obtain the proposed fee structure and expense provisions, confirm any termination and tail terms, identify the professionals who will lead the process, request completed transaction references in the relevant sector and size range, and clarify buyer conflicts, confidentiality controls, current buyer coverage, valuation methods, and the firm-level regulatory structure.[2][6][7]
What firm-level regulatory registrations or legal entities are involved in the proposed engagement
Which named professionals will lead the process, and what completed transactions can GRM provide as references in the owner’s sector and size range
How is the success fee calculated, and are there minimum fees, expense reimbursements, exclusivity, termination, or tail provisions
What size transactions and clients does Groce, Rose & Moore, LLC focus on?
GRM states that its business approach is industry agnostic. Its stated sectors include agribusiness, commercial real estate, dentistry, distribution, energy, food and beverage, healthcare, hospitality, logistics, manufacturing, technology, transportation, fintech, media, telecom, plastics, steel fabrication, consumer, financial services, and education.
GRM also identifies current client-offering categories in MedTech and digital healthcare, including telehealth, remote patient monitoring, pharmaceutical platforms, digital therapeutics, and AI- and robotics-assisted surgical technologies.[1][5]
The official selling-business page explains valuation, diligence, term-sheet, and closing processes but does not identify a completed representative transaction by company name, buyer name, transaction value, or closing date on that page. The official MedTech page identifies current client-offering categories but does not identify a completed transaction, buyer, transaction value, or closing date for those offerings on that page.[5][6]
The firm describes buy-side and sell-side advisory, mergers and consolidations, complete acquisitions, controlling equity positions, valuation assignments, fairness opinions, acquisition analysis, and financial-strategic work. GRM’s stated criteria include a $15MM-$2B revenue range and a $1MM-$250MM EBITDA range, although it says those criteria are not rigid rules and that prospective engagements may be considered case by case.[2]
What does Groce, Rose & Moore, LLC publicly disclose about fees, process and engagement terms?
The official Virtual Data Room page describes shared files and non-password-protected client blind profiles but does not publicly identify named client companies or completed transaction counterparties on that page. The official radio-show and blog page references MedTech and digital-health client offerings but does not disclose a named completed transaction, transaction date, buyer, or consideration for those references on that page.
The official services page describes engagement processes and client criteria but does not publish a universal success-fee percentage, minimum fee, expense schedule, termination provision, or tail-period schedule on that page. The official contact page does not display firm-level regulator identifiers on that page.[2][7][8][9]
The official contact page identifies the entity as Groce, Rose & Moore, LLC and lists its corporate headquarters at 535 Fifth Avenue, 4th Floor #1363, New York, NY 10017. That page does not display a firm-level CRD number, IARD number, broker-dealer registration identifier, investment-adviser registration identifier, or other regulator-specific firm identifier. The absence of those identifiers on the contact page does not establish the firm’s current registration status.[7]
For sell-side engagements, GRM states that it prepares a potential-buyer NDA, a client-specific blind profile, and a Confidential Information Memorandum. It then introduces the client to qualified potential buyers who have reviewed the blind profile, signed the NDA, and reviewed the CIM.
GRM describes a typical sell-side process involving financial and operational review, buyer identification, LOI and NDA procedures, buyer qualification, diligence, term-sheet negotiation, purchase-agreement preparation, and closing coordination. It states that closing is expected in 90 to 120 days after execution of a Letter of Intent.[2][6]
Questions to ask before hiring Groce, Rose & Moore, LLC
What firm-level regulatory registrations or legal entities are involved in the proposed engagement?
Which named professionals will lead the process, and what completed transactions can GRM provide as references in the owner’s sector and size range?
How is the success fee calculated, and are there minimum fees, expense reimbursements, exclusivity, termination, or tail provisions?
How many qualified buyers are currently active for the owner’s sector and geography, and how are buyer conflicts and confidentiality controlled?
What valuation methods and normalization adjustments will be used?
What is the expected timeline from engagement through closing, and what services continue after signing an LOI?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Industry focus
- Public Process
- Structure / regulatory context
- Public disclosure information
- 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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