IBG Fox & Fin
IBG Fox & Fin states that it facilitates mergers, acquisitions, and business sales for privately held middle-market companies. Its public process includes valuation, preparation, targeted marketing, buyer qualification, negotiation, transaction facilitation, and transition assistance.
IBG Fox & Fin is an M&A advisory firm serving privately held middle-market companies across major industry sectors.
It publicly describes sell-side advisory, buyer services, valuation, targeted marketing, negotiation, and transition support, and lists offices in Scottsdale, Las Vegas, and Albuquerque.[1][2][3][4][5][7][8]
What does IBG Fox & Fin do?
IBG Fox & Fin is a financial advisory company that facilitates mergers and acquisitions of privately held, middle-market companies. The firm states that its mission dates to 1993 and publicly describes services for both sellers and buyers.[1][2]
Publicly stated services include business sales and M&A advisory, business valuation, targeted marketing, negotiation, transaction facilitation, and post-closing transition assistance. For buyers, IBG Fox & Fin offers a Market Scan for businesses already on the market and a Proactive Search for hidden opportunities. The firm states that Proactive Search uses a small retainer, with the majority of the fee paid if a transaction occurs.[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.
Published criteria: IBG Fox & Fin states that it serves privately held middle-market companies. An official advisor profile describes transactions ranging from $5 million to $150 million in value for the Arizona team; this is a published team-level range rather than a universal engagement threshold.[5][7]
What should a business owner evaluate before hiring IBG Fox & Fin?
An owner evaluating IBG Fox & Fin can examine the firm’s stated valuation, preparation, targeted marketing, buyer qualification, offer development, negotiation, and transition activities. The engagement discussion should clarify the contracting entity, the team assigned to the work, the buyer universe, the scope of any transition assistance, and whether securities-related activity would involve CEIBA Financial.
Owners may also wish to distinguish experience directly attributable to IBG Fox & Fin from experience associated with broader network materials, and request comparable transaction information where confidentiality permits. The Hernandez Companies announcement illustrates that transaction terms may not be publicly available.[2][4][5][6][8]
Which legal entity would sign the engagement and receive fees
What fee structure, retainer, minimum fee, tail period, expense policy, and termination terms would apply to the proposed engagement
What size transactions and clients does IBG Fox & Fin focus on?
IBG Fox & Fin states that it facilitates sales, mergers, and acquisitions of privately held middle-market companies in all major industry sectors. Official team materials identify advisor expertise in aerospace and defense, distribution and logistics, manufacturing and industrial services, technology, healthcare, and construction.[2][5]
Publicly identified examples include IBG Fox & Fin’s announcement that DMS Companies acquired Hernandez Companies on February 24, 2022. The announcement states that the transaction terms were not disclosed at the parties’ request.
An official IBG article states that Alpine Valley Bread was sold for $120 million. Official seller testimonials identify Lindstrom’s Family Auto Wash as a Fox & Fin transaction that sold 21% above appraised value and Mission Hardwood as a transaction in which the seller received full appraised value.[8][9][10]
The firm’s stated transaction focus includes business sales, mergers, and acquisitions. Its buyer services distinguish between a Market Scan for businesses already on the market and a Proactive Search for acquisition opportunities that may not be publicly marketed.[1][3]
What does IBG Fox & Fin publicly disclose about fees, process and engagement terms?
The official Hernandez Companies transaction announcement states that the transaction terms were not disclosed at the parties’ request.
On the official buyer-services page, IBG Fox & Fin describes a small retainer and a contingent majority fee for Proactive Search but does not publish a universal dollar amount, percentage, minimum fee, tail period, or termination schedule for that service.[3][8]
The Arizona Department of Real Estate records Fox & Fin Financial Group, L.C., doing business as IBG/FOX&FIN, as an active real-estate limited-liability licensee under license LC100754000, with an expiration date of September 30, 2027. IBG Fox & Fin states that it is a licensed real-estate brokerage in Arizona, Nevada, and New Mexico.
The firm also states that certain members are registered representatives of CEIBA Financial, LLC, Member FINRA/SIPC, and that securities transactions are conducted through CEIBA. The firm expressly states that CEIBA Financial is not affiliated with IBG Fox & Fin.[6][11]
IBG Fox & Fin describes a sale process that assesses the company and market, calculates value, identifies seller options, packages the business, markets it to targeted buyers, seeks to maximize offers, and completes the transaction and transition process. The firm states that it typically accepts fewer than half of the engagements offered so it can focus on clients and avoid overextending capacity.[1][4]
Questions to ask before hiring IBG Fox & Fin
Which legal entity would sign the engagement and receive fees?
What fee structure, retainer, minimum fee, tail period, expense policy, and termination terms would apply to the proposed engagement?
Which advisors would lead the engagement, and which relevant transaction experience is directly attributable to IBG Fox & Fin?
Would any securities or capital-raising activity be conducted through CEIBA Financial, and what disclosures or conflicts would apply?
Which owner transition, rollover equity, earnout, seller-financing, or non-compete provisions would be contemplated for the proposed transaction?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Investment approach
- Industry / market focus
- Geography / market coverage
- Company / investment criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
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
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.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.