Auxo Firm Directory · Independent Research Profile

WhiteHorse Partners, LLC

WhiteHorse Partners identifies itself as an M&A advisor operating since 1986. Its publicly stated services include sell-side advisory, buy-side advisory, valuation, ESOP services, and due diligence, with a stated focus on relationships involving middle-market companies.

Key takeaway

What stands out about WhiteHorse Partners, LLC

WhiteHorse Partners publicly offers an end-to-end sell-side process covering valuation, marketing, interested-party vetting, LOI negotiations, due diligence, and closing support. It also provides buy-side advisory, valuation, ESOP, and due-diligence services. The homepage does not state numeric client-size thresholds or universal fee terms.[1][2][3][5][6]

What does WhiteHorse Partners, LLC do?

WhiteHorse Partners identifies itself as an M&A advisor and states that it has operated since 1986. Its listed address is 4525 Harding Pike, Suite 200, Nashville, Tennessee 37205.[1][2]

WhiteHorse Partners publicly states that it provides sell-side advisory, buy-side advisory, valuation services, ESOP services, and due-diligence services.[1]

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.

Public size / criteria information
WhiteHorse Partners describes its relationships as involving middle-market companies. The homepage does not state a revenue, EBITDA, enterprise-value, purchase-price, or minimum-size threshold.[3]

What should a business owner evaluate before hiring WhiteHorse Partners, LLC?

For an owner considering a sale, WhiteHorse publicly describes a sell-side process that spans valuation, buyer marketing, interested-party vetting, LOI negotiations, due diligence, and closing support. The firm also publicly lists valuation and ESOP services, and describes its relationships as involving middle-market companies.

An owner should clarify the firm’s target-company criteria, fee economics, valuation methodology, buyer coverage, the contracting legal entity, the circumstances in which INTE Securities LLC would be involved, conflicts management, and responsibilities for legal, tax, financing, fairness-opinion, and integration services.[1][3][6]

01

What revenue, EBITDA, enterprise-value, or other criteria define the firm's target middle-market client

WhiteHorse describes its relationships as involving middle-market companies, while the homepage does not state a numeric client-size threshold.[1][3]
02

What are the proposed retainer, success fee, minimum fee, tail period, termination rights, and expense terms

The homepage does not publish a universal retainer, success-fee percentage, minimum fee, termination fee, or tail-period schedule.[1]
03

Which legal entity will contract with the owner, and when would INTE Securities LLC be involved

WhiteHorse’s official website states that securities are offered through INTE Securities LLC, while the FINRA report does not establish that WhiteHorse Partners itself is a broker-dealer or investment adviser.[1][6]

What size transactions and clients does WhiteHorse Partners, LLC focus on?

The official biography of managing partner Brantley Kemp identifies transaction experience in energy and utilities, oil and gas services, transportation, machining, firearms, and IT.[4]

The official homepage identifies recently closed transactions involving UTICOM acquired by Trident, FHG Fueling acquired by a private investor, and Pettus Plumbing and Piping acquired by E3T Sylvan.

The transaction gallery states that WhiteHorse professionals have closed hundreds of deals across a wide variety of industries and displays additional identifiable transaction tombstones, including RMS, Tidewater Seed, Lubbock Electric, and Baker Refrigeration Systems.[1][5]

WhiteHorse describes a sell-side process that includes valuation, marketing, vetting interested parties, LOI negotiations, due diligence, and closing support. Its buy-side process includes identifying targets, closing transactions, and post-merger integration support.[1]

What does WhiteHorse Partners, LLC publicly disclose about fees, process and engagement terms?

The homepage references services and middle-market advisory activity but does not state a revenue, EBITDA, enterprise-value, purchase-price, or minimum-size threshold.

The homepage does not publish a universal retainer, success-fee percentage, minimum fee, termination fee, or tail-period schedule. The transaction gallery’s accessible page text does not state transaction values or consideration terms for the displayed transactions.

The contact page identifies a Nashville, Tennessee address but does not state a universal geographic service territory or office network.[1][2][5]

WhiteHorse’s official website states that securities are offered through INTE Securities LLC, identified as a FINRA member and SIPC participant. FINRA’s organization-level BrokerCheck report identifies INTE Securities LLC as a limited liability company with CRD number 47107 and SEC number 8-51667.

The FINRA firm report establishes regulatory identifiers for INTE Securities LLC but does not establish that WhiteHorse Partners, LLC itself is a broker-dealer or investment adviser.[1][6]

WhiteHorse states that its process is designed around a client’s goals, values, business, and industry. Its publicly described sell-side process covers valuation, marketing, interested-party vetting, LOI negotiations, due diligence, and closing support; its buy-side process includes target identification, transaction execution, and post-merger integration support.[1][3]

Questions to ask before hiring WhiteHorse Partners, LLC

What revenue, EBITDA, enterprise-value, or other criteria define the firm's target middle-market client?
WhiteHorse describes its relationships as involving middle-market companies, while the homepage does not state a numeric client-size threshold.[1][3]
What are the proposed retainer, success fee, minimum fee, tail period, termination rights, and expense terms?
The homepage does not publish a universal retainer, success-fee percentage, minimum fee, termination fee, or tail-period schedule.[1]
Which legal entity will contract with the owner, and when would INTE Securities LLC be involved?
WhiteHorse’s official website states that securities are offered through INTE Securities LLC, while the FINRA report does not establish that WhiteHorse Partners itself is a broker-dealer or investment adviser.[1][6]
How are valuation opinions prepared and what comparable transactions support the valuation?
WhiteHorse publicly lists valuation services and includes valuation in its stated sell-side process.[1]
Which transaction examples should be evaluated against the owner's sector, size, geography, and deal structure?
The official homepage and transaction gallery identify selected transactions and state that WhiteHorse professionals have closed hundreds of deals across a wide variety of industries; the transaction gallery text does not state transaction values or consideration terms.[1][5]
What buyer universe would be approached, and how are confidentiality and conflicts handled?
WhiteHorse’s stated sell-side process includes marketing and vetting interested parties, making the proposed buyer universe and safeguards appropriate matters to clarify.[1]
Does the firm provide fairness-opinion, financing, tax, legal, or post-merger integration support directly or through third parties?
WhiteHorse publicly lists advisory, valuation, ESOP, and due-diligence services and describes post-merger integration support in its buy-side process; the service description does not resolve the delivery arrangements for each requested service.[1]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Company / investment criteria
  4. Industry / market focus
  5. Transaction / portfolio evidence
  6. FINRA regulatory record
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

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 profile & regulatory context

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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