Zachary Scott & Co
Zachary Scott & Co provides independent M&A and financial advisory services to privately held companies, including sell-side, buy-side, and complex-situation assignments.
What stands out about Zachary Scott & Co
Zachary Scott & Co publicly describes itself as a boutique M&A advisor and independent middle-market investment banking firm serving privately held companies. Its stated services include sell-side and buy-side advisory, complex-situation advisory, transaction execution support, and selected outsourced investment-team capabilities.[1][2][3][6][7][8]
What does Zachary Scott & Co do?
Zachary Scott & Co presents itself as a boutique mergers and acquisitions advisor providing independent advice and in-depth analysis for privately held companies. An official firm document describes it as an independent middle-market investment banking firm serving privately held businesses.
The firm’s public offering spans sell-side and buy-side M&A advisory, complex-situation advisory, and financial advisory for mergers, acquisitions, restructurings, and financings.[1][2][6]
Publicly stated services include M&A sell-side advisory, M&A buy-side advisory, and complex-situation advisory. The firm also describes an Investments & Partnerships service line that includes investment strategy, screening, portfolio-company oversight, and transaction execution support for selected clients.
Zachary Scott states that it can provide outsourced investment-team support to Native organizations, family offices, and independent sponsors. Its official firm description also identifies financial advisory for restructurings and financings.[2][3][6]
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 Zachary Scott & Co?
For an owner evaluating a sale advisor, the public record establishes that Zachary Scott serves privately held companies, offers sell-side advisory, and has described competitive processes and multiple actionable alternatives in certain owner-transition assignments. Named work includes transactions involving distribution, consumer, seafood, and logistics businesses.
Owners should confirm the proposed team’s recent comparable experience, the buyer universe for the company, process scope, fees and expenses, engagement terms, conflicts, preparation and diligence responsibilities, and the firm’s role in any financing or partnership structure. The official homepage does not publish universal quantitative client thresholds, and the official Approach page does not publish a universal fee schedule or standard engagement-term schedule.[1][2][4][7][8][9][10][11]
What revenue, EBITDA, enterprise-value, or transaction-size ranges does the firm currently prioritize
How are fees, expenses, exclusivity, termination rights, and any tail period structured
What size transactions and clients does Zachary Scott & Co focus on?
Official industry and transaction materials document experience in food, beverage and agriculture; seafood; refrigerated warehousing; transportation and logistics; consumer products; manufacturing; distributors; environmental services; and building products and services.[4]
- Zachary Scott advised on the sale of certain assets of Bellingham Cold Storage to Lineage, Inc.
- Zachary Scott advised Northline Seafoods shareholders on a combined debt-and-equity recapitalization identified by the official case study as a 2024 transaction effort.
- Zachary Scott advised on the majority sale of Coastal Farm & Home Supply LLC to Nolan Capital.
- Zachary Scott represented Western Distribution Services in a process that resulted in its acquisition by Lineage Logistics, a portfolio company of Bay Grove Capital.
- Zachary Scott represented Geodynamics shareholders in a sale process that resulted in Geodynamics being acquired by NV5 Global Inc.
The firm’s stated transaction work includes sell-side and buy-side M&A, complex situations, restructurings, and financings. Publicly documented assignments include company sales, an acquisition process, and a combined debt-and-equity recapitalization.
The firm also states that it organizes competitive processes and evaluates multiple actionable alternatives in at least some owner-transition assignments.[2][6][8][9][10][11]
What does Zachary Scott & Co publicly disclose about fees, process and engagement terms?
The official Zachary Scott homepage does not publish a universal minimum revenue, EBITDA, enterprise-value, transaction-size, or employee-count threshold. The official Approach page does not publish a universal fee schedule, minimum transaction-size threshold, or standard engagement-term schedule.
The official Bellingham Cold Storage transaction page does not disclose transaction consideration or complete closing-date details. The official Northline Seafoods transaction page does not disclose total financing consideration or investor-by-investor investment amounts. The official recruiting document does not establish a firm-level SEC, FINRA, or state registration status.[1][2][6][7][8]
An official Zachary Scott document describes the firm as an independent middle-market investment banking firm providing financial advisory for mergers, acquisitions, restructurings, and financings of privately held businesses.
That recruiting document does not establish a firm-level SEC, FINRA, or state registration status. The legal entity providing any particular service should be confirmed directly with the firm.[6]
Zachary Scott states that it organizes competitive processes and evaluates multiple actionable alternatives in at least some owner-transition assignments. Its public service descriptions also identify tailored sell-side, buy-side, and complex-situation advisory.[2][9]
Questions to ask before hiring Zachary Scott & Co
Which partner would lead the engagement, and what comparable transactions has that team completed recently?
What revenue, EBITDA, enterprise-value, or transaction-size ranges does the firm currently prioritize?
How are fees, expenses, exclusivity, termination rights, and any tail period structured?
How does the firm manage conflicts when advising buyers, investors, or recurring industry participants?
Which strategic and financial buyers would likely be approached for this company?
What preparation, quality-of-earnings, valuation, diligence, and management-transition work is included?
Does the firm or any affiliated entity provide regulated broker-dealer or investment-adviser services, and which legal entity would contract with the seller?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
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.