Robert M. Haas Associates, Inc.
Robert M. Haas Associates, Inc. identifies its headquarters as 7 Avignon, Devon, Pennsylvania 19333, and states that it has operated since 1969. The firm provides M&A advisory, business valuation, technology licensing, and new-venture and growth-funding assistance.
What stands out about Robert M. Haas Associates, Inc.
RMHA publicly presents a seller-oriented middle-market advisory model, with transaction values ranging from $1 million to in excess of $100 million and a majority between $4 million and $75 million. Its stated M&A process includes partner identification, deal-structure and tax or accounting analysis, disclosure preparation, negotiation, due diligence, and documentation.[1][2][3][6][7][8]
What does Robert M. Haas Associates, Inc. do?
Robert M. Haas Associates, Inc. identifies its headquarters as 7 Avignon, Devon, Pennsylvania 19333, and states that it has operated since 1969. The firm publicly describes itself as an investment banking advisory and business appraisal firm and as a small closely held firm controlled by Robert M. Haas, Jr.[1][8]
RMHA publicly states that it provides merger-and-acquisition advisory and business valuation services, as well as technology licensing and new-venture and growth-funding assistance.[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.
Published criteria: RMHA states that it focuses on the middle market. Transaction values have ranged from $1 million to in excess of $100 million, with a majority between $4 million and $75 million.[2]
What should a business owner evaluate before hiring Robert M. Haas Associates, Inc.?
For an owner evaluating a sale advisor, RMHA’s public materials establish a seller-oriented middle-market model, a stated transaction range from $1 million to in excess of $100 million, and a process covering buyer identification, structure analysis, disclosure preparation, negotiation, diligence, and documentation. An owner should confirm the firm’s current transaction activity, relevant sector and size-range experience, buyer-outreach methodology, fees, conflicts, regulatory status, and the dates and outcomes of representative transactions.[1][2][3]
What is RMHA's current transaction activity, and which disclosed examples were completed most recently
What are the firm's engagement fees, success-fee formula, minimum fee, expense policy, tail period, and termination terms
Which comparable transactions has RMHA completed in the owner's sector and size range during the last three years
What size transactions and clients does Robert M. Haas Associates, Inc. focus on?
RMHA publishes broad industry experience rather than a single narrow specialization. Its listed areas include aerospace, industrial products, healthcare, information technology, software, distribution, transportation, staffing, financial services, construction, and consumer products.[4]
RMHA’s official transaction materials identify Allomatic Industries, Inc. as acquired by Raytech Corporation; RFL Industries, Inc. as acquired by Dowty Group Limited; and The Simco Company, Inc. as acquired by Ransburg Corporation. The materials also identify Control Displays, Inc. as acquired by Eaton Corporation; Learning Services, Inc. as acquired by Sylvan Learning Systems, Inc.; and Pharmacy Partners, Inc. as acquired by Kindred Healthcare, Inc.
The official illustrative-transactions page does not provide transaction dates, transaction values, or consideration terms in its page text. These examples therefore do not establish transaction recency, value, or consideration.[5][6]
RMHA principally advises selling parties in M&A transactions but occasionally serves acquisitive clients as a buy-side advisor. Its described buy-side work includes information gathering, negotiation, due diligence, and documentation.
RMHA states that it focuses on the middle market. Transaction values have ranged from $1 million to in excess of $100 million, with a majority between $4 million and $75 million.[2][3]
What does Robert M. Haas Associates, Inc. publicly disclose about fees, process and engagement terms?
The official illustrative-transactions page displays transaction examples through images but does not provide transaction dates, transaction values, or consideration terms in the page text.
The official overview page describes RMHA’s services and transaction-size range but does not state a fee schedule, success-fee percentage, minimum fee, expense policy, or termination terms.
The official principals page identifies RMHA as a small closely held firm controlled by Robert M. Haas, Jr., but does not state the firm’s employee count, revenue, assets under management, or transaction volume.
The official RMHA homepage does not state a firm-level broker-dealer, investment-adviser, FINRA, SEC, state-securities, or other regulatory registration status.[1][2][6][8]
RMHA’s official website describes the firm as an investment banking advisory and business appraisal firm and identifies it as a small closely held firm controlled by Robert M. Haas, Jr.
The official RMHA homepage does not state a firm-level broker-dealer, investment-adviser, FINRA, SEC, state-securities, or other regulatory registration status. That status should be confirmed directly with the firm and the relevant legal entity.[1][8]
RMHA states that its M&A process includes identifying desirable transaction partners, assessing deal structures and tax or accounting ramifications, preparing disclosure materials, negotiating, and coordinating due diligence and documentation.[3]
Questions to ask before hiring Robert M. Haas Associates, Inc.
What is RMHA's current transaction activity, and which disclosed examples were completed most recently?
What are the firm's engagement fees, success-fee formula, minimum fee, expense policy, tail period, and termination terms?
Which comparable transactions has RMHA completed in the owner's sector and size range during the last three years?
Does RMHA or any affiliate conduct activities requiring broker-dealer, investment-adviser, or other registration, and under which legal entity?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Investment approach
- Industry / market focus
- Transaction / portfolio evidence
- Public disclosure information
- Public disclosure information
- Public disclosure information
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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