Veld Mergers & Acquisitions
Veld Mergers & Acquisitions provides M&A advisory, valuation, exit planning, interim executive services, and business brokerage-related services. It states that it focuses on lower-middle-market companies and engineers sales to independent, corporate, and private equity buyers.
What stands out about Veld Mergers & Acquisitions
Veld publicly states criteria centered on $10M-$50M in revenue, $1M-$5M EBITDA / earnings, and $5M-$20M enterprise value, alongside a broader statement that it sells lower-middle-market companies valued at $5 ml to $20 ml that typically generate $10 ml-$50 ml in revenues. Its disclosed services include customized sell-side advisory, valuation, exit planning, and interim executive support.[1][2][3][4][5][7][9][10]
What does Veld Mergers & Acquisitions do?
Veld Mergers & Acquisitions presents itself as a mergers and acquisitions, valuation, and exit-planning firm for lower-middle-market businesses. The firm states that its principals have advised lower-middle-market clients since 2002 and that its team has supported over 2,000 clients since 2002.[1][10]
Publicly stated services include M&A advisory, exit planning, valuation services, and interim CFO/CIO services. Veld also describes valuation products including an Opinion Letter, Option Report, Preliminary Value Estimate, and Future Value Estimate.
Its M&A advisory engagements are described as customized and managed by a managing director, with attention to value maximization, deal structure, tax implications, buyer intentions, personality fit, and post-transaction goals.[2][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 Veld Mergers & Acquisitions?
For an owner evaluating Veld, the firm’s stated parameters, customized sell-side model, valuation and exit-planning services, buyer categories, and cross-sector transaction examples provide a basis for an initial mandate discussion. Owners should confirm the current acceptance thresholds, comparable transaction experience, active buyer coverage for the relevant sector and geography, engagement economics, confidentiality and conflict procedures, the contracting entity, the scope of services associated with the California DRE license, and any post-transaction or transition support.[2][3][5][7][9]
What is the current minimum revenue, EBITDA/earnings, enterprise-value, or owner-involvement threshold for accepting a mandate
Which recent transactions share relevant sector, geography, revenue, EBITDA, or transaction-structure characteristics
The public transaction examples span several sectors and identify counterparties and dates, but they do not publish transaction values or financing terms.[7]
What portion of the firm’s work is sell-side advisory versus business brokerage, valuation, exit planning, or interim executive work
What size transactions and clients does Veld Mergers & Acquisitions focus on?
Veld lists manufacturing, energy, distribution, services, hospitality, technology, and retail among the industries in which it transacts. Its transaction examples also include health and fitness, safety equipment manufacturing and testing laboratories, home services, equipment rentals, healthcare, and heavy-duty automotive and industrial equipment.[3][7]
The official transactions page identifies Trim Fitness Studios of Southern California as acquired by a private equity buyer in June 2026; SACO Research as acquired by Kistler Group of Switzerland in May 2026; Blue Balance Janitorial as acquired by Blue Balance Pool & Janitorial in April 2026; Anytime Equipment Rentals as acquired by a confidential buyer in March 2026; Serene Addiction Treatment and Recovery as acquired by private equity in January 2026; and Colton Truck Terminal as acquired by Sope Creek Capital in November 2025.[7]
Veld states that it engineers sales of lower-middle-market businesses to independent, corporate, and private equity buyers. Its public positioning includes sell-side M&A advisory, valuation, exit planning, and related business brokerage services.[1][2][3][8]
What does Veld Mergers & Acquisitions publicly disclose about fees, process and engagement terms?
The official transactions page does not publish transaction values, consideration terms, or financing terms for the listed transaction examples. The official M&A advisory page does not publish a universal fee percentage, minimum fee, tail period, or termination schedule.[3][7]
The official website displays California DRE license number 01399346. The California Department of Real Estate identifies that license as a licensed corporation named The Veld Business Advisory Group Inc., issued October 20, 2003, with an expiration date of January 4, 2028. The record lists Michael Allan Wildeveld as designated officer and Ryan Joseph Clark and Robert Antonio Rodriguez as current salespersons under the corporation.
The cited California Department of Real Estate organization-level record establishes a California real-estate-license structure but does not establish broker-dealer, investment-adviser, or securities-registration status.[1][9]
Veld describes customized engagements managed by a managing director and states that it engineers sales to independent, corporate, and private equity buyers. It also maintains an official opportunities archive containing active or recently presented sale opportunities across sectors including audio/video/lighting production, skincare, durable medical equipment, SaaS, hospitality design, emergency restoration, boat manufacturing, consumer products, talent representation, and packaging distribution.[3][6]
Questions to ask before hiring Veld Mergers & Acquisitions
What is the current minimum revenue, EBITDA/earnings, enterprise-value, or owner-involvement threshold for accepting a mandate?
Which recent transactions share relevant sector, geography, revenue, EBITDA, or transaction-structure characteristics?
The public transaction examples span several sectors and identify counterparties and dates, but they do not publish transaction values or financing terms.[7]
What portion of the firm’s work is sell-side advisory versus business brokerage, valuation, exit planning, or interim executive work?
What are the success fee, retainer, minimum fee, expense reimbursement, tail, exclusivity, and termination provisions?
The official M&A advisory page describes customized engagements but does not publish a universal fee percentage, minimum fee, tail period, or termination schedule.[3]
Which entity signs the engagement agreement, and what services are covered by the California DRE license versus other advisory activities?
The California Department of Real Estate identifies The Veld Business Advisory Group Inc. as the corporation associated with license 01399346, while the cited official website pages do not state a separate legal entity name for the Veld Mergers & Acquisitions brand. The DRE record establishes a real-estate-license structure but not broker-dealer, investment-adviser, or securities-registration status.[4][9]
How are buyer conflicts, confidentiality, and competing mandates managed?
Veld states that engagements are customized and consider buyer intentions and post-transaction goals, but the cited materials do not detail conflict, confidentiality, or competing-mandate procedures.[3]
What buyer categories and international markets are active for the owner’s sector?
Veld states that it works with independent, corporate, and private equity buyers and supports clients from Southern California, Silicon Valley, Hong Kong, and Shanghai, while also working beyond its physical presence.[3]
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Geography / market coverage
- Transaction size / criteria
- Public Process
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
- Official website / firm overview
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.