Lutz M&A
Lutz M&A publicly describes a lower-middle-market advisory practice serving businesses across the country. Its stated services include buy-side and sell-side representation, valuation, diligence, transaction structuring, negotiation support, and post-transaction advisory.
What stands out about Lutz M&A
Lutz M&A provides buy-side and sell-side M&A advisory services for lower-middle-market businesses, including process management, buyer identification, valuation, diligence, negotiation, and transaction coordination. The current transaction-advisory page identifies Lutz & Company, PC in its footer; the cited current Lutz M&A landing page does not publish universal engagement-pricing terms, and the cited transaction-advisory page does not state a universal minimum financial threshold.[1][2][3][4][5]
What does Lutz M&A do?
Lutz M&A is the merger and acquisition advisory practice identified on the official Lutz website. It states that it serves lower-middle-market businesses across the country.
Lutz’s parent firm states that it was founded in 1980 and has 370+ professionals. The parent firm also describes itself as an independent member firm of PrimeGlobal.[1][3]
Publicly listed services include buy-side advisory; sell-side advisory and full-process representation; due diligence; quality of earnings; business valuation; purchase price allocation; and succession planning.
The transaction-advisory offering also includes strategic positioning, deal marketing, buyer identification, competitive process management, negotiation support, transaction coordination, transaction structuring, tax consulting, financial modeling, and post-transaction advisory.[1][2]
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 Lutz M&A?
For an owner evaluating a sale or ownership transition, Lutz’s stated process covers positioning, market-facing deal work, buyer identification, competitive process management, negotiation, and transaction coordination. Its listed services also include valuation, quality of earnings, diligence, tax consulting, and post-transaction advisory.
Before engagement, an owner should confirm the proposed fee and expense terms, any tail or termination provisions, the current size threshold, comparable sector and transaction experience, buyer coverage, conflicts procedures, expected timeline, and the legal entity contracting for each service. The current Lutz M&A pages cited for this profile do not establish universal pricing or a universal minimum financial threshold.[1][2]
What are the proposed retainer, success fee, expense reimbursement, tail, termination, and exclusivity terms
What is the current minimum size or cash-flow threshold for a sell-side mandate
Which recent transactions can be compared by industry, geography, revenue, EBITDA, and ownership structure
What size transactions and clients does Lutz M&A focus on?
Lutz M&A states that it provides M&A services to profitable businesses across a wide range of industries. The cited description does not limit the M&A practice to a defined list of sectors.[4]
The official 2023 Lutz M&A report identifies Dahlsten Truck Line as a transaction for which Lutz M&A was the exclusive financial advisor, dated November 2023. The same report identifies Gottsch Enterprises as an exclusive-financial-advisor transaction dated August 2023 and Standard Iron Works as an exclusive-financial-advisor transaction dated May 2023.[4]
Lutz M&A publicly describes buy-side and sell-side advisory, recapitalizations that provide access to private-equity partners for growth capital, and assistance with finding, negotiating, financing, and closing acquisitions.
Its stated ownership-transition work includes transactions involving family members, employees, or third-party buyers.[1][4]
What does Lutz M&A publicly disclose about fees, process and engagement terms?
The cited current Lutz M&A landing page does not publish a universal success-fee percentage, minimum fee, retainer, tail period, termination schedule, or other standard engagement pricing.
The cited official 2023 annual M&A report identifies selected transactions and advisor roles but does not textually disclose transaction values or consideration terms for the displayed transactions.
The cited official transaction-advisory page does not state a universal minimum revenue, EBITDA, enterprise-value, or annual-cash-flow threshold for accepting an engagement. The $500,000 or more annual-cash-flow figure appears in a separate official Lutz M&A guide and should be confirmed for any current mandate.[1][2][4][5]
The current official transaction-advisory page identifies Lutz & Company, PC in its footer as the operating entity. Lutz states that it is an independent member firm of PrimeGlobal, an association of independent accounting and business-advisory firms.[2][3]
Lutz’s stated sell-side process includes strategic positioning, deal marketing, buyer identification, competitive process management, negotiation support, and transaction coordination from letter of intent through closing.[2]
Questions to ask before hiring Lutz M&A
What are the proposed retainer, success fee, expense reimbursement, tail, termination, and exclusivity terms?
What is the current minimum size or cash-flow threshold for a sell-side mandate?
Which recent transactions can be compared by industry, geography, revenue, EBITDA, and ownership structure?
Which buyers or private-equity contacts would be approached, and how are conflicts managed?
Will Lutz provide valuation, quality-of-earnings, tax consulting, and post-transaction advisory, and can it provide any fairness opinion, valuation opinion, legal coordination, or post-close integration support? Which legal entity will contract for each service?
Lutz publicly lists valuation, quality of earnings, tax consulting, and post-transaction advisory. The available materials do not establish whether it provides fairness opinions, valuation opinions, legal coordination, or post-close integration support, so those items should be confirmed. The current transaction-advisory page identifies Lutz & Company, PC in its footer as the operating entity.[1][2]
Sources & research notes
- Official website / firm overview
- Structure / regulatory context
- Structure / regulatory context
- Investment approach
- Transaction size / criteria
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.
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