Horizon M&A Advisors
Horizon M&A Advisors identifies itself as an M&A advisory firm serving business owners and acquirers. Its stated services include valuation, exit planning, confidential buyer sourcing, acquisition search, due diligence, negotiation support, and transaction closing assistance.
What stands out about Horizon M&A Advisors
Horizon M&A Advisors publicly describes a confidential M&A process spanning valuation, preparation, buyer research, screening, diligence, negotiation, and closing support. It states that it advises privately owned businesses with approximately $2 million to $100 million in annual revenue and lists coverage in California, Nevada, Arizona, Oregon, and Texas.[1][3][4][6][7]
What does Horizon M&A Advisors do?
Horizon M&A Advisors identifies itself as an M&A advisory firm serving business owners and acquirers. It operates from 51 East Campbell Avenue, Suite 400-G, Campbell, California.
The firm publicly describes services for business acquisitions and sales, including valuation, market research, target identification, due diligence, negotiation support, and deal-closing assistance.[1][3]
Horizon publicly states that it provides business valuation, exit planning, preparation for sale, confidential buyer sourcing and matchmaking, sell-side representation, acquisition search, buy-side advisory, market research, target identification, due diligence, negotiation support, deal structuring, and closing assistance.
Its stated selling process includes a benchmark opinion of value, preparation for sale, team building, memorandum and buyer research, marketing phases, buyer screening and confidentiality, due diligence, and legal and closing support.[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.
What should a business owner evaluate before hiring Horizon M&A Advisors?
An owner evaluating Horizon can clarify how the firm’s valuation, preparation, confidential buyer outreach, buyer screening, due diligence, negotiation support, and closing coordination would apply to the proposed engagement. The stated revenue range and sector coverage provide parameters to discuss with the firm.
The public deal examples identify business types and acquirers but do not provide dates, values, terms, or seller identities on the cited completed-deals page. The cited valuation-call page also does not publish ongoing advisory fee or tail-period terms. An owner should therefore request representative transaction details, references, the proposed fee and engagement terms, buyer-screening procedures, and the legal entity that would sign the engagement.[1][2][3][6][7]
What legal entity will sign the engagement agreement, and will the engagement be performed under the Horizon M&A Advisors DBA
What are the upfront fees, success-fee percentages, minimum fees, expense reimbursements, termination rights, and tail provisions
Which recent transactions involve industries, sizes, geographies, or transaction structures similar to the owner’s, and can Horizon provide dates, valuation ranges, and seller references
What size transactions and clients does Horizon M&A Advisors focus on?
Horizon states that it advises privately held businesses in manufacturing, distribution, business services, technology, industrial services, specialty contracting, healthcare, and other lower middle-market industries.
For acquisition mandates, it identifies manufacturing, business and industrial services, healthcare services, technology and software, distribution, professional services, and niche B2B sectors as common areas.[1][4]
Horizon’s completed-deals page identifies a CNC machining company acquired by Camwood Capital Group, a car wash acquired by Kar Wash, Inc., a contract manufacturer acquired by a private party, winery management software acquired by a strategic buyer, and a garage-door business acquired by Anytime Garage Doors.[7]
The firm’s public description covers both business sales and acquisitions. Its acquisition-search service states that Horizon identifies proprietary targets, conducts confidential outreach, and supports transaction structuring and negotiation for strategic buyers, private equity firms, family offices, entrepreneurs by acquisition, and corporate development teams.[3][4]
What does Horizon M&A Advisors publicly disclose about fees, process and engagement terms?
The cited completed-deals page does not publish transaction dates, purchase prices, enterprise values, financing terms, consideration structure, or seller identities for the displayed examples.
The cited valuation-call page describes a free introductory call but does not publish an ongoing advisory fee schedule, success-fee percentage, minimum fee, or tail-period terms.[6][7]
The California Department of Real Estate identifies M&A-BA of Silicon Valley, Inc. as a licensed corporation with License ID 02058745 and lists Horizon M&A Advisors as a DBA active as of August 31, 2023.
The same record lists William Gregory Carpenter as the designated officer and states no disciplinary action and no other public comments.[2]
Horizon describes a confidential process in which buyers sign nondisclosure agreements before receiving information, and the business is not identified until the buyer has been vetted.
Its stated selling process covers valuation, preparation, buyer research, marketing, screening, confidentiality, due diligence, negotiation-related support, and legal and closing coordination.[1][6]
Questions to ask before hiring Horizon M&A Advisors
What legal entity will sign the engagement agreement, and will the engagement be performed under the Horizon M&A Advisors DBA?
What are the upfront fees, success-fee percentages, minimum fees, expense reimbursements, termination rights, and tail provisions?
Which recent transactions involve industries, sizes, geographies, or transaction structures similar to the owner’s, and can Horizon provide dates, valuation ranges, and seller references?
How does Horizon distinguish business-brokerage engagements from M&A advisory engagements?
Which buyer categories and specific outreach channels will be used, and how are NDAs, conflicts, and buyer qualification handled?
Sources & research notes
- Official website / firm overview
- Structure / regulatory context
- Services / capabilities
- Investment approach
- Geography / market coverage
- Transaction size / criteria
- Transaction / portfolio evidence
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
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