Stump & Company
Stump & Company identifies itself as a Charlotte, North Carolina-based global M&A advisory firm with experience in home furnishings, hospitality and commercial furniture, e-commerce and direct-to-consumer businesses, and select family businesses. Its primary business is representing owners and sellers on an exclusive basis, with periodic buy-side assignments when conflicts are absent and the buyer is credible.
Stump & Company offers sell-side advisory, periodic buy-side advisory, and valuation services.
It states that typical sell-side clients are privately held companies with $10 million-$250 million of revenue, while a 2025 services overview describes a representative non-furniture profile of founder- and family-owned businesses with approximately $1 million-$10 million of EBITDA and approximately $5 million-$100 million of enterprise value in the Southeastern United States.[1][2][6][7]
What does Stump & Company do?
Stump & Company identifies itself as a Charlotte, North Carolina-based global M&A advisory firm with experience in home furnishings, hospitality and commercial furniture, e-commerce and direct-to-consumer businesses, and select family businesses.
The firm states that it was founded in 1972, remains a family business, and is led by second- and third-generation members of the Stump family.[1]
Publicly stated services include sell-side advisory, buy-side advisory, and valuation services.
Its sell-side process includes reviewing objectives and options, valuing the business, conducting preliminary due diligence, identifying qualified strategic and financial buyers, preparing marketing materials, managing the marketing process, coordinating management presentations, managing post-LOI diligence, and assisting with transaction structuring and closing.
Stump states that it prepares 25+ valuations each year and provides valuation services for pre-selling guidance, new ownership situations, expert-witness matters, ESOPs, estate planning, and corporate governance.[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 Stump & Company?
Owners evaluating Stump & Company can compare their business against the firm’s stated private-company revenue range, representative non-furniture EBITDA and enterprise-value profile, Southeastern United States focus, and sector coverage. The firm’s stated process also provides a basis for discussing buyer identification, marketing materials, management presentations, diligence, structuring, and closing assistance.
Before engagement, an owner should clarify the legal entity signing the engagement letter, any applicable regulatory or licensing framework, fee economics and termination provisions, conflicts involving buy-side assignments, the proposed senior team, buyer coverage for the specific business, and how valuation, rollover equity, earnouts, management continuity, and owner involvement would be addressed.[2][6]
What legal entity will sign the engagement letter, and what regulatory or licensing framework applies to the proposed services
What are the retainer, success fee, minimum fee, expense, tail, and termination provisions
Which recent transactions should be reviewed for similarities and differences in sector, revenue, EBITDA, geography, and ownership structure
What size transactions and clients does Stump & Company focus on?
Stump states that its furniture and furnishings advisory work covers residential, office and contract, hospitality, e-commerce, retail, and suppliers to the manufacturing trade.
Its home furnishings and décor experience includes furniture manufacturers, wholesalers, retailers, textile and fabric producers, component manufacturers, and related suppliers. The firm also describes advisory work with hospitality and FF&E businesses involved in design, marketing, logistics, and installation, as well as wholesale e-commerce resources and direct-to-consumer brands.[2][3][4][5]
Official deal materials identify Stump’s involvement in several recent transactions. These include Watson’s acquisition of Charlotte-based Viridien Patio + Fireplace, dated May 19, 2026; Flokk’s acquisition of Spec Furniture from Sauder Manufacturing, dated April 24, 2026; and La-Z-Boy’s sale of its American Drew and Kincaid case-goods businesses to Banner House, dated April 21, 2026.
An official article also states that Karat Home acquired Z Gallerie’s e-commerce assets in a $7.2M bankruptcy deal and that Stump & Company served as investment banker.[7][8][9][10]
Stump states that its primary business is representing owners and sellers on an exclusive basis. It periodically represents qualified buyers when there is no conflict with an existing sell-side project and the buyer is credible.
The firm states that it has completed more than 400 M&A transactions since its founding, including more than 300 transactions in home furnishings and décor.[1][2][3]
What does Stump & Company publicly disclose about fees, process and engagement terms?
The official M&A Advisory page describes services and process steps but does not publish a universal success-fee percentage, minimum fee, retainer schedule, tail period, or termination schedule.
The official Viridien transaction announcement states that the terms of that deal were not disclosed.[2][7]
The related official Stump Companies site identifies Stump & Company as the affiliate specializing in mergers and acquisitions and investment banking, separate from The Stump Corporation’s industrial real-estate brokerage business.
The official M&A Advisory page identifies Stump & Company as an M&A advisory firm and describes its services, but does not establish a specific firm-level broker-dealer, investment-adviser, or other regulatory registration status. Direct verification of the legal entity and any applicable licensing or registration should be requested before engagement if relevant to the mandate.[2][11]
Stump describes a process that begins with reviewing the owner’s objectives and options and valuing the business. It then identifies qualified strategic and financial buyers, develops marketing materials, manages the marketing process, coordinates management presentations, manages post-LOI diligence, and assists with transaction structuring and closing.[2]
Questions to ask before hiring Stump & Company
What legal entity will sign the engagement letter, and what regulatory or licensing framework applies to the proposed services?
What are the retainer, success fee, minimum fee, expense, tail, and termination provisions?
Which recent transactions should be reviewed for similarities and differences in sector, revenue, EBITDA, geography, and ownership structure?
Will the engagement be exclusive, and how are conflicts with buy-side assignments handled?
Which senior team members will lead the process, and what buyer universe is expected for the company?
How are valuation, rollover equity, earnouts, management continuity, and owner involvement handled?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Industry / market focus
- Industry / market focus
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
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.
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