Kinected Advisors
Kinected Advisors describes an exclusively sell-side, partner-led M&A advisory model for profitable privately held companies worth $10M–$100M, generally with $1M+ in EBITDA. The firm identifies Kevin Berson and Jim Twerdahl as senior principals who personally lead engagements.
What stands out about Kinected Advisors
Kinected Advisors publicly presents itself as an exclusively sell-side M&A advisor serving profitable, privately held companies worth $10M–$100M, generally with $1M+ in EBITDA and clean, reliable financials. Its stated services include buyer outreach, CIM development, bid evaluation, negotiation, diligence coordination, pre-sale value building, and valuation opinions.[1][2][4]
What does Kinected Advisors do?
Kinected Advisors identifies itself as a Los Angeles / lower-middle-market sell-side M&A advisory firm. Kevin Berson is identified as Founder & Managing Partner, and Jim Twerdahl as Partner. The firm lists its office at 16255 Ventura Blvd., Suite 625, Encino, California 91436.
Kinected states that it works exclusively on the sell side and does not represent buyers, manage acquisitions, or raise capital. It states that the two senior principals personally lead engagements without junior hand-offs.[1][2]
Publicly stated services include sell-side M&A advisory, strategic positioning and confidential information memorandum development, buyer identification and controlled outreach, IOI and LOI management, bid evaluation, deal-structure and terms negotiation, and due-diligence coordination.
Kinected also offers ExitBoost pre-sale value building for owners 12–36 months from a planned sale and a confidential valuation opinion service.[1]
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: Kinected Advisors states that it represents profitable, privately held companies worth $10M–$100M, generally with $1M+ in EBITDA and clean, reliable financials. The firm separately reports a $10M–$100M deal range.[1]
What should a business owner evaluate before hiring Kinected Advisors?
Owners evaluating Kinected can verify how the firm’s exclusively sell-side model would apply to the contemplated engagement, including the proposed buyer universe, geographic coverage, confidentiality controls, valuation methodology, and the specific role of each principal. The stated target profile is profitable, privately held companies worth $10M–$100M, generally with $1M+ in EBITDA and clean, reliable financials.
Fee terms require direct clarification because the homepage does not publish a universal success-fee percentage, minimum fee, retainer schedule, tail period, or termination-fee schedule. Owners may also wish to confirm the legal entity signing the engagement, the scope of Kevin Berson’s broker license for the engagement, and the basis for the firm-reported 88% close rate, approximately $1B in value advised, 50+ closed deals, and 200+ qualified buyers.[1][2]
Is Kevin Berson’s California broker license used for the contemplated engagement, and what activities does it cover
What are the retainer, success fee, minimum fee, tail, expense, exclusivity, and termination provisions
What size transactions and clients does Kinected Advisors focus on?
Kinected lists manufacturing, industrial services, business services, construction management, plumbing and HVAC, utility services, specialty trades, IT managed services, eCommerce, clinical trials, packaging, and B2B distribution among the industries it knows best.[1]
- Pride Resource Partners: identified by Kinected as acquired by Think Power Solutions, a portfolio company of Warren Equity Partners.
- AF Machine: identified as an aerospace-parts transaction acquired by a private buyer. The case study states that 85 signed NDAs were secured within three weeks, 11 full-price offers were submitted, and the transaction closed in under five months from going to market.
- Power Plumbing: identified as sold to a private-equity-backed buyer. The case study states that the sellers received 26 signed NDAs, signed an LOI within two months, closed in under six months from going to market, and achieved a 20% valuation premium over internal expectations.
- Clements Environmental: Kinected states that it facilitated the sale after an opinion-of-value and marketing process targeting strategic and financial buyers with environmental-services portfolio companies.
The firm’s stated transaction focus is exclusively sell-side M&A advisory. Its described activities span preparation and positioning, targeted buyer outreach, IOIs and buyer selection, management meetings and LOI, negotiation, and diligence through closing.
Kinected states that its competitive process may involve outreach across 200+ qualified buyers.[1]
What does Kinected Advisors publicly disclose about fees, process and engagement terms?
The homepage states that fees are commensurate with deal size and complexity and will be covered on the first call, but it does not publish a universal success-fee percentage, minimum fee, retainer schedule, tail period, or termination-fee schedule.
The AF Machine case study does not disclose the transaction value, buyer identity beyond describing a former president of a similar aerospace-parts manufacturer, or detailed consideration terms.
The contact page identifies the firm and its principals but does not state a firm-level SEC, FINRA, or other securities-registration status.[1][2][4]
The official team page lists Kevin Berson as a Licensed Broker with the California Department of Real Estate. Kinected describes its operating focus as sell-side M&A advisory and states that it does not raise capital or manage acquisitions.
The contact page identifies the firm and its principals but does not state a firm-level SEC, FINRA, or other securities-registration status.[1][2]
Kinected describes a targeted 8–10 month, five-phase process covering preparation, buyer outreach, IOIs and buyer selection, management meetings and LOI, and diligence through closing. The firm states that Kevin Berson and Jim Twerdahl personally lead engagements from positioning through closing, with no junior hand-offs.[1]
Questions to ask before hiring Kinected Advisors
Which legal entity would sign the engagement letter and receive fees?
Is Kevin Berson’s California broker license used for the contemplated engagement, and what activities does it cover?
What are the retainer, success fee, minimum fee, tail, expense, exclusivity, and termination provisions?
Which buyer categories and geographies would be targeted for the owner’s business?
How are the 88% close rate, approximately $1B in value advised, 50+ closed deals, and 200+ qualified buyers calculated?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- 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.
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