The Hatteras Group
The Hatteras Group identifies itself as a team of M&A advisors and professional intermediaries serving business owners and entrepreneurs. It advises both buyers and sellers, generally working with companies reporting annual revenues of $5MM to $100MM.
What stands out about The Hatteras Group
The Hatteras Group publicly offers sell-side representation, buy-side acquisition searches, growth advisory, valuation analysis, financing assistance and debt and equity capital sourcing. Its stated sector experience includes HVAC/R, industrial distribution, specialty contracting, logistics, federal government services and niche manufacturing.[1][2][3][4][8]
What does The Hatteras Group do?
The Hatteras Group identifies itself as a collaborative team of M&A advisors and professional intermediaries serving business owners and entrepreneurs. Its official contact page lists an address in Morganton, North Carolina.
The firm states that it advises both buyers and sellers and generally works with companies with annual revenues of $5MM to $100MM.[1][2][3]
The Hatteras Group publicly offers sell-side preparation and representation, buyer outreach, negotiation, closing and transition support. It also offers proactive acquisition searches, growth advisory services, valuation-related analysis, financing assistance and acquisition assistance.
The firm states that it sources debt and equity capital and lists senior and junior debt, lines of credit, asset-based lending, mezzanine financing, SBA loans, private equity investors and deal syndication among potential options.[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.
What should a business owner evaluate before hiring The Hatteras Group?
An owner evaluating The Hatteras Group can clarify how the proposed engagement would apply to the company’s sector, size and geography. The firm’s published services include valuation-related analysis, preparation, buyer outreach, negotiation, closing and transition support, while its active criteria show buyer searches across several revenue and transaction-size bands.
Before engagement, the owner should verify which legal entity would sign the agreement, the applicable regulatory or licensing framework, comparable completed transactions, buyer coverage, assigned advisors, fees, expenses, exclusivity, termination rights, tail provisions and the expected transaction timeline. The cited public pages do not establish those engagement-specific terms or a current completed-transaction record.[2][3][4]
Which legal entity would sign the engagement agreement, and what regulatory or licensing framework applies to the contemplated advisory services
Which comparable transactions have closed recently, and can the firm provide references
What are the proposed fee percentage, minimum fee, expense policy, exclusivity period, termination rights and tail provision
What size transactions and clients does The Hatteras Group focus on?
The firm lists direct experience in HVAC/R and mechanical contracting, industrial distribution and value-added resellers, specialty contractors and industrial services, trucking, transportation and logistics, U.S. federal government services, and niche manufacturing involving textiles, wood products, metal fabrication and machining.[3]
The firm’s public pages describe representative business-for-sale engagements rather than establishing completed transaction outcomes. These include a Carolina-based commercial and industrial HVAC services provider with 2017 year-end revenue of $12.4MM and EBITDA of $3.5MM; a process-cooling and HVAC-equipment company for sale with stated revenue of $2.0MM, SDE of $412,000 and an asking price of $1,500,000; and a construction-fastener distributor and fabricator with 2017 revenue of over $2.2 million, SDE of $408,710 and an asking price of $1.25 million.
The current active-engagement page also publishes mandates involving industrial equipment and services, manufacturing, distribution, technology-enabled businesses, HVAC services, industrial fabrics and contract metal fabrication.[4][5][6][7]
The Hatteras Group’s stated transaction work covers both sell-side and buy-side assignments. Its proactive acquisition search service is intended to identify, contact and qualify businesses that are not actively on the market and create proprietary deal flow for buyers.
The firm’s current active buyer criteria include revenue ranges of $1MM to $10MM, $10MM to $50MM, $5MM to $25MM and $5MM to $50MM. Stated transaction-size criteria include $1MM to $5MM, up to $50MM, Open and up to $25MM.[3][4]
What does The Hatteras Group publicly disclose about fees, process and engagement terms?
The cited Summary of Engagements page lists active buyer and seller mandates but does not identify completed transaction outcomes, closing dates, buyer identities or seller identities for those mandates. The cited Our Thoughts page lists historical blog posts and categories but does not provide a current closed-transaction archive or completed-deal list.
The cited official services page does not state a universal success-fee percentage, minimum fee, expense policy, termination schedule or tail period. It also does not identify a specific broker-dealer, investment-adviser, securities-registration, licensing or other firm-level regulatory status.[3][4][8]
The official website describes The Hatteras Group as an M&A advisory and intermediary firm and publishes its services, team and contact information.
The official services page does not identify a specific broker-dealer, investment-adviser, securities-registration, licensing or other firm-level regulatory status. The official contact page also does not state the legal entity that would execute an advisory engagement or the regulatory framework applicable to the services.[2][3]
The firm’s stated sell-side process includes preparation, buyer outreach, negotiation, closing and transition support. Its buyer-side service is described as a proactive search intended to identify and qualify businesses that are not actively on the market and create proprietary deal flow.[3]
Questions to ask before hiring The Hatteras Group
Which legal entity would sign the engagement agreement, and what regulatory or licensing framework applies to the contemplated advisory services?
Which comparable transactions have closed recently, and can the firm provide references?
What are the proposed fee percentage, minimum fee, expense policy, exclusivity period, termination rights and tail provision?
How many advisors would be assigned, and who would lead buyer outreach and negotiations?
What buyer universe and geographic coverage would be used for the seller's sector and size?
How does the firm distinguish valuation opinions, brokerage or intermediary services, financing introductions and investment-banking services?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- 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.
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