Sunfield Advisors
Sunfield Advisors publicly describes a confidential sell-side and buy-side M&A advisory process for national and international businesses typically ranging from $10 million to $500 million. Its stated services include valuation, exit-strategy planning, buyer outreach, negotiation support, and post-transaction advisory.
What stands out about Sunfield Advisors
Sunfield Advisors presents a sector-focused M&A advisory model serving businesses typically ranging from $10 million to $500 million. The firm publicly describes sell-side and buy-side advisory, valuation, exit planning, confidential buyer outreach, and transaction support. The official overview page does not state firm-level regulatory registration status, and the official M&A page does not publish a universal success-fee percentage or the other specified fee terms.[1][2][3][4][10]
What does Sunfield Advisors do?
Sunfield Advisors Inc. is an M&A advisory firm headquartered at 555 Fayetteville St #201 in Raleigh, North Carolina. The firm states that it was established in 2008 by former CEOs and business proprietors, and its website identifies Rajib Kabir as Founder & CEO.
Sunfield states that its client base typically ranges from $10 million to $500 million and spans national and international businesses. Its public materials describe a confidential intermediary model for owners and management evaluating transactions.[1][2][4]
Sunfield publicly offers sell-side and buy-side M&A advisory, M&A strategy, strategic advisory, business valuation, exit-strategy planning, due-diligence advisory, and executive recruiting. Its M&A materials also state that sell-side services can include raising equity capital as needed and formulating exit strategies.[3]
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: Sunfield states that its client base typically ranges from $10 million to $500 million and spans national and international businesses.[2]
What should a business owner evaluate before hiring Sunfield Advisors?
Owners evaluating Sunfield can clarify how the firm’s stated sector coverage, client-size range, and international professional network would apply to the specific company. The public process describes anonymous initial market engagement, qualified-buyer outreach, valuation and exit-strategy support, LOI and negotiation assistance, and continued post-transaction advisory.
Before engagement, an owner should verify the contracting legal entity, any applicable regulatory status, fee structure, buyer coverage, conflicts policy, valuation methodology, and the precise scope of securities-related services. The official M&A advisory page does not publish a universal success-fee percentage, minimum fees, expense schedules, exclusivity periods, tail periods, or termination schedules.[1][2][3][4][5]
Is the engagement limited to M&A advisory, or does it include securities placement, capital raising, or investment-advisory activity
What registrations, licenses, or affiliated regulated entities apply to the proposed services
What size transactions and clients does Sunfield Advisors focus on?
Sunfield identifies staffing and workforce solutions; technology, media, and telecommunications; healthcare and life sciences; energy and mineral rights; consumer and retail; and hospitality and real estate as areas of expertise.
Examples of stated subsector coverage include HR technology, professional employer organizations, staffing and recruiting, payroll processing, benefits administration, IT consulting, managed services, enterprise and infrastructure software, SaaS, fintech, cloud managed services, tech-enabled services, healthcare services, medical distribution, physician services, and healthcare software.[5]
Sunfield’s official newsroom identifies its advisory role in 1904labs’ acquisition by Turnberry Solutions on August 7, 2024. The newsroom also lists advised transactions involving Thompson Technologies on December 27, 2023; Xela Group on March 12, 2023; Bear Staffing on October 9, 2022; Goodkind Group on September 23, 2022; TRR Travel Nurse on September 21, 2022; SwiftWIN Solutions on February 8, 2022; and ProRecruiters on June 14, 2021.
Sunfield separately states that it advised SwiftWIN Solutions on its acquisition by Concord, a portfolio company of H.I.G. Capital, in a transaction dated February 8, 2022.[7][8][9]
Sunfield describes both sell-side and buy-side M&A advisory, along with M&A strategy, valuation, exit-strategy planning, and due-diligence advisory. The firm states that its sell-side process includes discovery with owners and management, confidential market engagement, qualified-buyer outreach, indications of interest and letters of intent, negotiation, closing, and continued post-transaction support.[3][4]
What does Sunfield Advisors publicly disclose about fees, process and engagement terms?
The official transaction-results page displays identifiable transactions but does not disclose transaction values, consideration terms, financing terms, fee arrangements, or complete buyer identities for the displayed examples.
The official M&A advisory page does not publish a universal success-fee percentage, minimum fee, expense schedule, exclusivity period, tail period, or termination schedule. The official overview page does not state a firm-level broker-dealer, investment-adviser, SEC, FINRA, or other regulatory registration number or status.[2][3][10]
The official overview page identifies the business as Sunfield Advisors Inc. and describes advisory services, but that page does not state a firm-level broker-dealer, investment-adviser, SEC, FINRA, or other regulatory registration number or status. The legal entity and any regulatory framework applicable to a proposed engagement should therefore be verified directly.[2]
Sunfield states that its process begins with discovery involving owners and management and uses an NDA before proprietary information is received. It describes anonymous initial market engagement, selective introductions to qualified buyers, support with indications of interest and letters of intent, negotiation of transaction terms, closing support, and continued post-transaction advisory.
Sunfield also states that its sell-side process preserves the client’s anonymity during initial market engagement and discloses the client’s identity only after specified buyer-interest and NDA milestones. The firm states that it aims to close deals within 120 days of contract signing.[4]
Questions to ask before hiring Sunfield Advisors
Which legal entity will sign the engagement and receive fees?
Is the engagement limited to M&A advisory, or does it include securities placement, capital raising, or investment-advisory activity?
What registrations, licenses, or affiliated regulated entities apply to the proposed services?
What is the fee structure, including success fees, minimum fees, expenses, exclusivity, tail provisions, and termination rights?
Which recent transactions are directly comparable by sector, size, geography, and consideration structure?
How are buyers screened, conflicts handled, valuation assumptions documented, and international coverage applied to this company?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- 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.
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.
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