Auxo Firm Directory · Independent Research Profile

PivotPoint Company

PivotPoint Company publicly presents assessment, sell-side M&A, and growth advisory services. Its stated sale process includes valuation, buyer identification, confidential outreach, due diligence, negotiation, and purchase-agreement execution.

Key takeaway

What stands out about PivotPoint Company

PivotPoint Company describes a sell-side M&A process that typically takes 6 to 18 months and includes valuation, company analysis, outreach to financial and strategic buyers, due diligence, negotiation, and closing. The cited pages also report $1 Billion+ in transaction value and service across 30+ industries.[1][2][3][4][5]

What does PivotPoint Company do?

PivotPoint Company publicly offers assessment services, M&A services, and growth services. Its stated offerings include valuations, company-sale execution, consulting, board-member services, and advisory sessions.

The firm’s leadership page identifies Mart Partners, founded by Brad A. Mart in 2005, as now being PivotPoint Company.[1][2]

PivotPoint describes assessment services that include high-level valuations and a Market Value Assessment™, alongside M&A services for selling companies. Its growth services include consulting intended to maximize company value and prepare a company for an eventual sale in the next five years, as well as board-member and ongoing advisory services.[2][4]

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.

Public size / criteria information

The cited homepage does not publish a revenue, EBITDA, enterprise-value, employee-count, or other explicit client-size criterion for M&A engagements.[1][2][3][5]

What should a business owner evaluate before hiring PivotPoint Company?

For an owner evaluating PivotPoint, the published service description establishes a hands-on sell-side process spanning valuation, buyer identification, confidential outreach, due diligence, negotiation, and closing. The stated process length is typically 6 to 18 months, and the firm’s homepage reports $1 Billion+ in transaction value and service across 30+ industries.

Before engagement, an owner should obtain representative completed transactions, the firm’s geographic and buyer-network coverage, applicable client-size criteria, engagement economics and termination provisions, the contracting legal entity, and a clear description of owner and management involvement throughout the process.[2][3][5]

Which three to five recent completed transactions can PivotPoint provide, including dates, sectors, buyer type, and transaction-size ranges

The cited M&A Services page does not identify named recent clients, buyers, transaction dates, transaction values, or completed-deal case studies.[3]

What geographic coverage and buyer-network reach would apply to a prospective sale

The cited M&A Services page describes a proprietary network and solicitation of financial and strategic buyers but does not state a geographic coverage area.[3]

Does PivotPoint apply minimum revenue, EBITDA, enterprise-value, employee-count, or other client-size criteria to M&A engagements

The cited homepage does not publish an explicit client-size criterion for M&A engagements.[2]

What size transactions and clients does PivotPoint Company focus on?

PivotPoint’s official homepage states that it has served 30+ industries.[2]

The cited M&A Services page describes a sale process but does not identify named recent clients, buyers, transaction dates, transaction values, or completed-deal case studies. The official homepage reports $1 Billion+ in transaction value.[2][3]

PivotPoint presents its M&A offering as a sell-side service for company owners. The firm states that it manages marketing, due diligence, negotiation, and closing; confidentially solicits financial and strategic buyers; and helps owners continue operating with minimal disruption.[3]

What does PivotPoint Company publicly disclose about fees, process and engagement terms?

The cited M&A Services page describes confidential solicitation of financial and strategic buyers through a proprietary network but does not state a geographic coverage area.

The cited homepage describes services and aggregate experience but does not publish a revenue, EBITDA, enterprise-value, employee-count, or other explicit client-size criterion for M&A engagements.

The cited M&A Services page does not identify named recent clients, buyers, transaction dates, transaction values, or completed-deal case studies. The cited Contact page does not identify the contracting legal entity, and the cited leadership page does not identify a legal entity name or ownership structure for PivotPoint Company.[1][2][3][5]

The Contact page identifies PivotPoint through the public-facing email address info@pivotpointco.com and telephone number 317.775.0050. That page does not identify the contracting legal entity.

The leadership page likewise describes the firm’s origin and advisor experience without identifying a legal entity name or ownership structure for PivotPoint Company.[1][5]

PivotPoint states that its published sale process begins with valuation and company analysis, followed by preparation of a teaser and offering memorandum, a prioritized list of 100+ potential buyers, and selection of approximately 10 buyers. The process then contemplates approximately 3–5 IOIs and one LOI, due diligence, negotiation, and execution of a purchase agreement.

PivotPoint states that most sell-side engagements typically take 6 to 18 months to execute.[3]

Questions to ask before hiring PivotPoint Company

Which three to five recent completed transactions can PivotPoint provide, including dates, sectors, buyer type, and transaction-size ranges?

The cited M&A Services page does not identify named recent clients, buyers, transaction dates, transaction values, or completed-deal case studies.[3]

What geographic coverage and buyer-network reach would apply to a prospective sale?

The cited M&A Services page describes a proprietary network and solicitation of financial and strategic buyers but does not state a geographic coverage area.[3]

Does PivotPoint apply minimum revenue, EBITDA, enterprise-value, employee-count, or other client-size criteria to M&A engagements?

The cited homepage does not publish an explicit client-size criterion for M&A engagements.[2]

What engagement fees, success-fee mechanics, expense reimbursement, exclusivity, tail provisions, and termination rights would apply?

The published process describes the service sequence but does not establish these engagement terms.[3]

Which legal entity would contract with the owner, and what ownership and applicable regulatory information should be verified?

The Contact page does not identify the contracting legal entity, and the leadership page does not identify a legal entity name or ownership structure for PivotPoint Company.[1][5]

What owner and management involvement does PivotPoint expect during the stated 6 to 18 month process?

PivotPoint states that most sell-side engagements typically take 6 to 18 months to execute and describes a process involving valuation, buyer outreach, due diligence, negotiation, and purchase-agreement execution.[3]

Sources & research notes

Public-source research

Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

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 profile & regulatory context

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.