William Martin and Company, Inc.
William Martin & Company, operating through M&A Connect, identifies itself as a broker and M&A adviser assisting owners of privately held companies with the selling process. Its public materials describe confidential buyer qualification, selected outreach, offer solicitation, negotiation support, and coordination of legal and accounting professionals through closing.
What stands out about William Martin and Company, Inc.
The firm publicly describes seller-side M&A advisory and brokerage services, with experience across manufacturing, distribution, healthcare, services, technology-related, transportation, food and beverage, and energy-related businesses. The official homepage does not establish a universal engagement-size threshold; the representative closed-transactions page does not provide transaction dates or consideration values for the listed examples; the How We Work page does not publish success-fee percentages or specified fee provisions; and the Who We Are page does not identify firm-level regulatory registration.[1][2][3][4][5][6][7]
What does William Martin and Company, Inc. do?
William Martin & Company, Inc. operates through M&A Connect, whose official website lists the business at 400 South York, Elmhurst, Illinois 60126. The site identifies William (Bud) Martin as the lead adviser and describes the firm as assisting owners of privately held companies with selling their businesses.[1][4]
The firm states that its services include preparing a project brief or teaser and an offering memorandum, identifying potential purchasers, contacting selected purchasers, soliciting offers, assisting with negotiations over financial terms and definitive agreements, and coordinating legal and accounting professionals through closing.[2]
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 William Martin and Company, Inc.?
An owner evaluating the firm can expect the publicly described model to emphasize confidentiality, buyer qualification, seller control over selected outreach and information release, and coordination of legal and accounting advisers. The public transaction examples indicate experience across several business categories, including manufacturing, distribution, healthcare, services, and technology-related businesses. Before engagement, an owner should confirm the applicable company-size and sector parameters, the firm’s recent completed work, valuation methodology, buyer-screening procedures, fee provisions, and the legal and regulatory details of the proposed engagement.[2][3][4]
What revenue, EBITDA, enterprise-value, geography, and sector parameters determine whether the firm accepts an engagement
Which recent transactions have closed, and what were the transaction dates, buyer types, and consideration structures
What are the success fee, retainer, minimum fee, expense, termination, and tail provisions
What size transactions does William Martin and Company, Inc. handle?
The official site identifies William (Bud) Martin as having over 20 years of mergers-and-acquisitions experience and as the lead adviser on dozens of middle-market transactions. It also describes protections for seller confidentiality, screening of unqualified buyers, access to qualified domestic and foreign buyers, and seller approval over which buyer groups receive information and when.[4]
The firm presents its work as seller-side assistance with the sale of privately held companies. Its described activities run from sale preparation and buyer identification through offer solicitation, negotiation support, and coordination of professional advisers through closing.[2][4]
The official representative transaction examples cover industrial manufacturing, specialty distribution, plastics and rubber products, fire safety, healthcare and therapy services, scientific and electronic instruments, transportation, concrete products, food and beverage, and energy-related testing and services. The official materials do not state a formal exclusive industry mandate.[3]
What does William Martin and Company, Inc. publicly disclose about fees and engagement terms?
The official homepage does not state a universal minimum or maximum revenue, EBITDA, enterprise-value, employee-count, or other formal company-size criterion for engagements. The representative closed-transactions page identifies examples as a sample because some sellers wish to remain anonymous and does not provide transaction dates or consideration values for the listed examples. The How We Work page does not publish success-fee percentages, minimum fees, expense provisions, termination terms, or tail provisions. The Who We Are page does not identify a firm-level broker-dealer, investment-adviser, securities, or other regulatory registration.[1][2][3][4]
The official site presents M&A Connect and William Martin & Company, Inc. as a broker or intermediary and M&A adviser assisting owners with the selling process. The Who We Are page does not identify a firm-level broker-dealer, investment-adviser, securities, or other regulatory registration.[4]
The firm describes a confidential, seller-directed process. An unidentified teaser is used first, buyer qualifications are discussed, and an NDA is obtained before the offering memorandum is released. The firm states that it contacts selected purchasers, screens out unqualified buyers, seeks to expand the pool of qualified domestic and foreign buyers, and allows the seller to determine and approve which buyer groups receive information and when.[2][4]
Questions to ask before hiring William Martin and Company, Inc.
What revenue, EBITDA, enterprise-value, geography, and sector parameters determine whether the firm accepts an engagement?
Which recent transactions have closed, and what were the transaction dates, buyer types, and consideration structures?
What are the success fee, retainer, minimum fee, expense, termination, and tail provisions?
Which legal entity signs the engagement letter, and what broker, intermediary, or securities-related registrations or exemptions apply to the proposed services?
How are buyer conflicts, confidentiality, management retention, earn-outs, rollover equity, and financing contingencies handled?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Transaction size / criteria
- Transaction size / criteria
- Transaction size / criteria
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.
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