Auxo Firm Directory · Independent Research Profile

Hedman M&A Advisors

Hedman M&A Advisors identifies itself as a Valencia, California-based M&A advisory firm serving middle-market business owners. Its public materials describe sell-side and buy-side services, separate revenue and EBITDA criteria, and a securities-transaction relationship with StillPoint Capital, LLC.

Key takeaway

What stands out about Hedman M&A Advisors

Hedman M&A Advisors publicly describes a strategy-first, confidential M&A process that includes preparation, valuation, buyer identification, negotiation, diligence, documentation coordination, closing, and post-closing support. Its stated criteria include businesses with $5–$75 million in revenue and, on a separate Santa Clarita page, established businesses in the $1–$5M EBITDA range.[1][2][3][5][7][11]

What does Hedman M&A Advisors do?

Hedman M&A Advisors identifies itself as a Valencia, California-based M&A advisory firm serving middle-market business owners. The firm lists its office at 27441 Tourney Road, Suite 200, Valencia, California 91355.

Its public positioning is strategy first and transaction second. The firm states that it may advise an owner to sell now, prepare for a future exit, or hold off.[1][2]

For sellers, the firm publicly offers selling-strategy development, exit and succession planning, information preparation and marketing, buyer communication and evaluation, deal structuring and negotiation, definitive-agreement coordination, purchase-agreement assessment, and post-sale transaction support.

For buyers, it offers company search, valuation assessment, acquisition-process assistance, due-diligence planning and implementation, financing assistance, and post-acquisition strategic planning.[1][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.

EBITDAPublicly stated range
Lower published point$5
Upper published point$5M

Published criteria: The official selling page states that Hedman M&A Advisors can help businesses with revenues of $5–$75 million. A separate Santa Clarita page states a typical fit of established businesses in the $1–$5M EBITDA range and describes a focus on $1–$5M EBITDA exits. These are separate public criteria statements.[5][7]

What should a business owner evaluate before hiring Hedman M&A Advisors?

An owner evaluating Hedman M&A Advisors can clarify how the firm’s stated revenue and EBITDA criteria apply to the owner’s business, particularly because the public materials present $5–$75 million in revenue and a separate $1–$5M EBITDA criterion.

The engagement discussion should also address the contracting entity, fee structure, the respective roles of Hedman M&A Advisors, Hedman Partners LLP, and StillPoint Capital, the securities-transaction role of StillPoint, buyer coverage, conflicts procedures, confidentiality controls, and what completed transaction experience can be shared by sector and size.[1][2][5][7][9][11]

01

Which entity signs the engagement letter and receives advisory fees

The public materials describe Hedman M&A Advisors, Hedman Partners LLP, and StillPoint Capital in related but distinct roles; the cited official selling and contact pages do not publish standard engagement-letter terms.[1][2][7][9]
02

What are the upfront, monthly, success, minimum, tail, and termination fees

The cited official selling page does not publish a universal advisory-fee percentage, minimum fee, success-fee schedule, tail period, termination schedule, or standard engagement-letter terms.[7]
03

Which services are performed by Hedman M&A Advisors versus Hedman Partners LLP or StillPoint Capital

Hedman M&A Advisors describes M&A advisory services, Hedman Partners LLP describes accounting, tax, audit, and advisory services, and the firm’s website identifies StillPoint’s role in securities transactions.[1][9]

What size transactions and clients does Hedman M&A Advisors focus on?

The official team page identifies experience in manufacturing and distribution, consumer products, real estate, financial services, technology, and media services.[4]

The AM&AA Deal Corner lists Project Thoroughbred as an opportunity associated with Calvin Hedman and Hedman M&A Advisors, dated October 1, 2024, involving the purchase of a business and related assets.

The same source lists Project Ace as an acquisition opportunity associated with Calvin Hedman and Hedman M&A Advisors involving a Los Angeles-area printing-equipment distributor and materials supplier. These listings are public opportunities or mandates; the sources cited for this profile do not establish that either transaction closed.[10]

The firm describes both sell-side and buy-side transaction work. Its sell-side process covers initial assessment and strategy, valuation and positioning, buyer identification and confidential marketing, negotiation and deal structuring, diligence, documentation coordination, closing, and post-closing support.

Its buyer services include acquisition searches, valuation assessment, diligence planning, financing assistance, and post-acquisition strategic planning.[3][7]

What does Hedman M&A Advisors publicly disclose about fees, process and engagement terms?

The cited official selling page does not publish a universal advisory-fee percentage, minimum fee, success-fee schedule, tail period, termination schedule, or standard engagement-letter terms.

The cited official blog page does not identify completed transactions by client name, buyer, closing date, transaction value, or consideration terms. The cited official contact page provides contact details and a consultation invitation but does not publish advisory fees, engagement terms, completed-deal examples, or transaction values.[2][7][11]

The firm’s website states that securities transactions are conducted through StillPoint Capital, LLC, that certain Hedman M&A Advisors members are registered representatives of StillPoint, and that the two entities are not affiliated.

FINRA’s firm-level BrokerCheck report identifies investment banking, mergers, acquisitions, and financial consulting among StillPoint Capital’s stated business activities. Hedman Partners LLP separately presents itself as an accounting, tax, audit, and advisory firm that also provides mergers-and-acquisitions advisory support.[1][8][9]

Hedman M&A Advisors publicly describes a confidential, strategy-first process that moves through readiness assessment, valuation and positioning, targeted buyer identification, confidential marketing, buyer qualification, negotiation, diligence, documentation coordination, closing, and post-closing support.[1][7]

Questions to ask before hiring Hedman M&A Advisors

Which entity signs the engagement letter and receives advisory fees?
The public materials describe Hedman M&A Advisors, Hedman Partners LLP, and StillPoint Capital in related but distinct roles; the cited official selling and contact pages do not publish standard engagement-letter terms.[1][2][7][9]
What are the upfront, monthly, success, minimum, tail, and termination fees?
The cited official selling page does not publish a universal advisory-fee percentage, minimum fee, success-fee schedule, tail period, termination schedule, or standard engagement-letter terms.[7]
Which services are performed by Hedman M&A Advisors versus Hedman Partners LLP or StillPoint Capital?
Hedman M&A Advisors describes M&A advisory services, Hedman Partners LLP describes accounting, tax, audit, and advisory services, and the firm’s website identifies StillPoint’s role in securities transactions.[1][9]
Is the engagement limited to an asset sale, or can it cover equity and securities transactions?
The firm’s website states that securities transactions are conducted through StillPoint Capital and that certain Hedman M&A Advisors members are registered representatives of StillPoint; the engagement scope should be confirmed directly.[1]
What completed transactions can be shared confidentially by sector and size?
The cited official blog page does not identify completed transactions by client name, buyer, closing date, transaction value, or consideration terms, while the public AM&AA listings identify opportunities rather than established closings.[10][11]
How are buyer lists built, conflicts checked, and confidentiality maintained?
The public sell-side process includes buyer identification, confidential marketing, and buyer qualification; the specific buyer-list, conflicts, and confidentiality procedures should be clarified.[7]
What revenue, EBITDA, and geography criteria does the firm publicly state?
The public materials state a $5–$75 million revenue criterion and, separately, a typical $1–$5M EBITDA fit for established businesses. They also identify service areas including the Santa Clarita Valley, Los Angeles County, and Southern California.[5][7]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Services / capabilities
  4. Industry / market focus
  5. Geography / market coverage
  6. Geography / market coverage
  7. Transaction size / criteria
  8. FINRA regulatory record
  9. Structure / regulatory context
  10. Transaction / portfolio evidence
  11. Public disclosure information
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

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 profile & regulatory context

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.

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