Sun Mergers & Acquisitions
Sun Mergers & Acquisitions has historical experience advising on sales and mergers of privately held small and mid-market companies, including publicly disclosed transportation and insurance-intermediary transactions. Its current transition page states that the firm no longer handles M&A engagements but can offer insight and connect prospective sellers with trusted M&A professionals.
What stands out about Sun Mergers & Acquisitions
The key current fact for a prospective seller is that Sun Mergers & Acquisitions states it has transitioned out of the M&A business and is no longer handling M&A engagements. Its historical positioning covered privately held small and mid-market companies, while current referral arrangements, engagement terms, and any continuing advisory capacity should be confirmed directly.[1][2][3][5][6][7][8]
What does Sun Mergers & Acquisitions do?
Sun Mergers & Acquisitions is historically described as specializing in the sale and merger of privately held small and mid-market companies. Current official materials state that Sun has transitioned out of the M&A business and is no longer handling M&A engagements. The historical sunmerger.com domain is associated with the firm, while current M&A-related visitors are directed to an affiliated Sun Business Valuations page.[1][2][3] Historical official materials describe Sun Mergers & Acquisitions as serving privately held small and mid-market companies in sales and mergers. A current transition page states that Sun can offer insight and direction to people exploring an exit strategy and connect them with trusted M&A professionals. The scope of any current assistance should be confirmed directly because the same page states that Sun no longer handles M&A engagements.[2][3]Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
What should a business owner evaluate before hiring Sun Mergers & Acquisitions?
A prospective seller should first clarify whether any current assistance would be limited to insight, direction, or referral support, because the current transition page states that Sun no longer handles M&A engagements. The seller should also establish whether Sun Business Valuations or a referred M&A professional would be the contracting party, what services each party would provide, and who would be responsible for the process after a referral. Historical transaction experience is documented, but current buyer access, current team availability, fees, referral economics, confidentiality terms, and termination provisions are not identified on the cited transition page.[2][4]Does Sun Mergers & Acquisitions retain any limited advisory capacity, or is its role now limited to insight, direction, and referrals
Would Sun Business Valuations provide only valuation support, or would it coordinate any M&A process
What size transactions does Sun Mergers & Acquisitions handle?
The official team page identifies Stephen J. Goldberg as the founder of Sun Mergers and Acquisitions and states that he facilitated the sale of more than 250 privately held companies. Historical transaction releases separately identify Sun’s role in four 2011 transactions involving transportation and insurance-related businesses.[4][5][6][7][8][9] Historical transaction releases describe Sun initiating transactions, acting as financial adviser, and, in several cases, negotiating on behalf of sellers. Publicly disclosed examples include acquisitions involving Kevah Konner, Ridge Road Express, Vogel Bus Company, and Self Funded Alternatives. These releases concern transactions announced in 2011 and should not be read as evidence of current activity.[5][6][7][8] Publicly disclosed historical transactions include school-bus and student-transportation companies and an insurance intermediary. The sources cited for this profile do not establish a current sector mandate after Sun’s transition out of M&A engagements.[2][9]What does Sun Mergers & Acquisitions publicly disclose about fees and engagement terms?
The cited official transition page does not identify named recent Sun Mergers & Acquisitions transactions, transaction dates, transaction values, buyers, or consideration terms. The cited official About page does not publish a revenue threshold, EBITDA threshold, enterprise-value range, or minimum transaction size for Sun Mergers & Acquisitions. The cited transaction releases for Kevah Konner, Ridge Road Express, Vogel Bus Company, and Self Funded Alternatives do not disclose transaction consideration, fee economics, or engagement termination provisions.[2][3][5][6][7][8] Sun Business Valuations, LLC is identified as affiliated with Sun Mergers & Acquisitions, LLC. The cited official About page does not state broker-dealer, investment-adviser, securities, or other firm-level regulatory registration for Sun Mergers & Acquisitions.[3] The current official transition page states that, after 25 years of helping business owners sell their companies, Sun has transitioned out of the M&A business and is no longer handling M&A engagements. It states that Sun may still provide insight and direction and connect prospective sellers with trusted M&A professionals. The cited transition page does not identify a current Sun Mergers & Acquisitions fee schedule, referral economics, engagement term, termination provision, current buyer network, or current M&A team.[2]Questions to ask before hiring Sun Mergers & Acquisitions
Does Sun Mergers & Acquisitions retain any limited advisory capacity, or is its role now limited to insight, direction, and referrals?
Who would be the contracting party for a valuation, seller referral, or M&A engagement?
Would Sun Business Valuations provide only valuation support, or would it coordinate any M&A process?
Which M&A professionals are currently available for referral?
Are historical transaction references or sector-specific buyer relationships still accessible?
What are the valuation fees, referral economics, confidentiality terms, and responsibilities after referral?
Sources & research notes
- Official website / firm overview
- Public Process
- Services / capabilities
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Industry focus
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.
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.