Perservera Advisors
Perservera Advisors describes a confidential M&A process for founder-led lower-middle-market companies, including valuation, financial-package preparation, curated buyer outreach, negotiation, diligence, and closing support.
Perservera Advisors states that it works exclusively with founder-led companies generating $1M to $20M of EBITDA.
Its process includes preparing the CIM, recasting financials, preparing the data room, approaching a select group of vetted buyers, and supporting negotiation and closing. The cited current-opportunities page does not identify named advisory transactions.[1][2][3][4][5]
What does Perservera Advisors do?
Perservera Advisors is an M&A advisory business and the M&A advisory arm of Perservera, a holding company that buys and builds profitable lower-middle-market businesses. The firm states that it works exclusively with founder-led companies generating $1M to $20M of EBITDA.[1]
Perservera Advisors describes a four-step sale process involving a confidential conversation, valuation and financial-package preparation, curated buyer outreach, and negotiation and closing support. It states that it prepares the CIM, recasts financials, and prepares the data room itself. The firm also states that its success fee is paid only when a deal closes.[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: Perservera Advisors states that it works exclusively with founder-led companies generating $1M to $20M of EBITDA.[1]
What should a business owner evaluate before hiring Perservera Advisors?
An owner evaluating Perservera Advisors can clarify how the firm’s exclusive $1M to $20M EBITDA criterion applies to the company, how its selected buyer group would be developed, and which work is performed directly by the advisory team. The parent-company relationship also warrants a clear distinction between Perservera’s acquisition track record and independently documented third-party advisory assignments.
Before engagement, an owner should request representative completed advisory references and transaction dates, the legal entity signing the engagement letter and receiving success fees, the exact success-fee percentage and minimum fee, tail and expense terms, exclusivity and termination provisions, the size and composition of the curated buyer pool, conflict procedures related to Perservera’s own acquisition activities, geographic coverage, and applicable registrations, licenses, or exemptions.[1][2][3]
Which legal entity signs advisory engagement letters and receives success fees
Can the firm provide three completed third-party advisory references and transaction dates
What are the exact success-fee percentage, minimum fee, tail period, expense policy, exclusivity period, and termination rights
What size transactions and clients does Perservera Advisors focus on?
The firm identifies two broad focus areas: Industrial, Manufacturing & Logistics; and Professional & Technical Services. Listed subsectors include specialty contracting, HVAC, plumbing and electrical, industrial services, manufacturing and fabrication, distribution and logistics, government contracting, engineering, architecture, VARs and MSPs, and technology.
For technology businesses, the firm describes work with vertical SaaS, horizontal B2B tools, developer platforms, and bootstrapped software companies. For government contractors, it describes work with federal, state, and local contractors, including prime and subcontractors and cleared or commercial businesses.[1][4][5]
The cited current-opportunities page does not identify named active, completed, or sold advisory transactions. It presents a confidential buyer-portal process instead.
Separately, Perservera’s parent-company homepage reports six acquisitions totaling $129M in enterprise value and describes anonymized examples involving cybersecurity, legal practice management, security SaaS, valve installation and repair or maintenance for major industrials, and ed-tech. That parent-company history is not presented as a list of Perservera Advisors client transactions. The parent page presents the transaction history by anonymized business category rather than naming the acquired or sold companies.[2][3]
Perservera Advisors presents a sell-side M&A process that includes valuation, financial-package preparation, CIM and data-room preparation, private buyer outreach, offer negotiation, diligence, transaction structuring, and closing support. Its stated buyer categories include operators, search funds, and family offices.[1]
What does Perservera Advisors publicly disclose about fees, process and engagement terms?
The cited current-opportunities page does not identify named active, completed, or sold advisory transactions, and does not disclose advisory transaction values, buyer identities, consideration terms, or closing dates for any named advisory mandate.
The cited Advisors homepage does not state a specific client-service territory or geographic coverage policy, a legal contracting entity, or firm-level regulatory registration details. Its reference to transactions in the U.S. and internationally describes partner experience rather than an expressly stated service geography.[1][2]
The official Advisors homepage describes Perservera Advisors as Perservera’s M&A advisory arm and states that it guides transactions alongside the seller’s attorney and CPA. The cited Advisors homepage does not state a legal contracting entity, firm-level broker-dealer or investment-adviser registration number, or other firm-level regulatory registration detail.[1]
Perservera Advisors says it markets businesses privately to a select group of vetted buyers rather than sending them to every listing site. Its current-opportunities page states that detailed confidential memoranda are available to qualified buyers through a secure deal portal and that the firm takes on a limited number of mandates each quarter.[1][2]
Questions to ask before hiring Perservera Advisors
Which legal entity signs advisory engagement letters and receives success fees?
Can the firm provide three completed third-party advisory references and transaction dates?
What are the exact success-fee percentage, minimum fee, tail period, expense policy, exclusivity period, and termination rights?
How many buyers are currently in the curated buyer pool, and how are conflicts handled given Perservera's own acquisition activities?
What geographic markets does the firm actively cover?
Which regulatory registrations, licenses, or exemptions apply to the advisory entity and each individual involved?
Sources & research notes
- Official website / firm overview
- Public Process
- Transaction / portfolio evidence
- Services / capabilities
- Services / capabilities
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.
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