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Forward-Thinking Bankers who Get Deals Done

Work with industry experts who know how to take you and your business into the future you want. We’ll help you position your business to create the most value for the right buyers or investors.

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Client-Focused TRANSACTION Experts:
WE ARE NOT JUST FINANCIAL ENGINEERS AND MARKET MAKERS; WE ARE TRUSTED ADVISORS WHO WILL LISTEN TO YOUR BUSINESS AND PERSONAL GOALS, THEN DEPLOY OUR PROFESSIONAL TRAINING, DECADES OF EXPERIENCE, GLOBAL RELATIONSHIPS, AND PROVEN PROCESSES TO CRAFT THE OUTCOME YOU DESIRE.

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Technology

Capture the value of your intellectual property, proprietary solutions, innovative business model, assembled team, customer and vendor relationships, market position, and future earnings, via strategic partnerships, growth equity, recapitalization or M&A. We’ve delivered billions of dollars for technology entrepreneurs and their investors.
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Industrial

Gain liquidity for the value built over years of investment in equipment, people, processes, and established vendor and customer relationships, by aligning your business with the right strategic partner or private equity investors. Our professionals have been operators of manufacturing and distribution businesses, and as dealmakers, we have the experience needed to deliver premium outcomes.

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Infrastructure

Fund growth or finance shareholder transition via innovative deal structures with public/private partnerships (P3), strategic acquisitions or debt/equity recapitalization. We understand the challenges of funding or selling a project-based business as well as the complexities of proving sustainable value. We will help build your business case and present it to the right people to access the liquidity you require.

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Consumer

Access growth capital or extract value from the sale of a consumer-facing business by leveraging insightful market intelligence, deep sector expertise, and a large pool of potential buyers or investors. Accelerate growth via acquisitions or strategic repositioning of a brand or transition to online marketplaces. Our professionals have the industry expertise and dealmaking experience to position a brand or business model to attract premium values.

We Get Results

Transaction value delivered to our clients

Completed Deals

senior professionals

Industry Awards

What our clients are saying

Meet Our Clients

Jeff Rubenstein

"The team at JD Merit works hard and puts in a lot of time and energy. And because of that, they're talking to people with a lot more sincerity than just putting out a deck. They went deeper and not only understood our strategy, but they understood how to pitch the right strategy to the folks on the other end of the transaction. They explained our business so a potential suitor understood how it could be integrated into their business.

JD Merit thought of a more strategic transaction and they built a better story. It's what's created more offers and what made the offers higher."

Tom Fleck

"JD Merit not only did everything they promised, they provided significant strategic guidance required to help us navigate the path of getting this transaction across the finish line. Their patience, tenacity, and professionalism when things got tough was the difference in completing this transaction for us."

Chris Noorda

“I greatly appreciated JD Merit’s expertise and guidance throughout this process and appreciated, even more, their attention to the intangible things that were important to me and my company beyond just getting a deal done.”

Marco Allegretti

“I enjoyed working with JD Merit—they made an enormous contribution in such a complex but successful transaction. I would be happy for the chance to give a reference in the future for what a great job they did!”

Bill Adams

"I wanted to work with an Investment Banking firm that was going to be able to understand our business, get to know me and my team, and then not only help us secure the investor, but help us find the right investor because they understood what we really needed. We got that and more with JD Merit. Their strategic guidance, patience, and diligence were critical in getting this transaction finished, and was the difference maker in this process.”

Howard Perea

"We are thrilled with the outcome JD Merit delivered for our family through the sale of the business. With their guidance, we were able to unlock significant shareholder liquidity while positioning the employees of the company for continued success within a growing platform.

D. Roberts

"We hired JD Merit over other investment bankers because of the responsiveness to our questions, aggressive approach to winning, persistence in following-up, and the many creative ideas the team presented. JD Merit added significant value beyond just running a process."

Dave Carr

"Unlike many investment banks I've worked with during my career, JD Merit was attentive at all stages of our transaction, which really made a difference in achieving a great outcome."

Mike Olson

“Through the broad auction, JD Merit got us another 75% above the offers that originally came in. We still have a piece of the company and I’m still able to run it. I feel good that our key employees are going to be secure in the future. It’s a win-win for everybody.”

Keith Jackson

"The team at JD Merit have provided invaluable assistance in stabilizing and growing my company. They’ve helped with both short-term challenges and long-term planning. Their experience running multiple businesses like mine and vast network of contacts have brought value to my company and to me personally. If you want help taking your business to the next level, I highly recommend JD Merit."

Carl Peterson

"As a business/transactional attorney, I have had the opportunity to work with many investment bankers in the M&A arena. The JD Merit team is, without question, the best in the local middle-market space. They make clients feel comfortable by both listening to and provide thoughtful advice for legal counsel. Most importantly, they are able to negotiate a great deal.

Quite refreshingly, JD Merit puts the needs of the client above closing a deal – something very rare in the M&A world. I give my highest possible recommendation to the JD Merit team."

Gary Goeldner

"The JD Merit team has provided my company with professionalism and valuable counsel on multiple transactions. They listened to our needs, and as business operators themselves, they understood the opportunities open to us and the challenges we faced to grow. They fought hard for us at every stage. We would absolutely look to them for our future investment banking needs."

Walt Maas,

“The JD Merit team has extensive M&A and capital-raising experience in the middle market, both as investment bankers and entrepreneurs. They are great to have on an engagement team and are committed to helping clients succeed, whether buying or selling a business or sourcing capital to scale a growing business.”

Gay Burke

"The JD Merit team was invaluable in several transactions involving a niche consumer products company where I served as CEO. The JD Merit team is talented, well-disciplined, and rolls up their sleeves to work alongside management to get the work done. With their controlled approach, management can continue to focus on the business for the benefit of all involved. I certainly would recommend JD Merit & Company and will choose to work with them again.”

Your Trusted Guides

As fellow entrepreneurs, we know building a successful business requires confidence, integrity, and tenacity. We work hard to be trusted advisors who deliver deals worthy of the unique business you’ve created. Our goal is to deliver the future our client envisions.

Here’s how we do it:

Step 1 – We listen to your aspirations. What are your goals for your business, your employees, your family, yourself?
Step 2 – We identify the gap between your current state and your desired future state and create a tailored exit or growth strategy for your business.
Step 3We leverage our experience and extensive relationships to connect you with the right strategic or financial partners to achieve a successful outcome.
Step 4We work alongside your existing accounting, financial planning, and legal advisors to ensure a smooth transaction process from beginning to end. Our approach is collaborative and reliable.

Our Awards
How We Can Help You

We provide strategic merger and acquisition guidance, corporate finance solutions, and value-enhancement services to boost your business’s growth, create an exit plan and deliver liquidity.

Mergers and Acquisitions

Achieve your strategic and financial goals via an acquisition, business sale, merger, or recapitalization of your business.
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Capital Solutions

Access capital to fund growth, make acquisitions, restructure your balance sheet, fund a management buyout, facilitate family share transfers, buy out partners, or pursue other corporate initiatives.

Strategic Advisory

We’ll guide you through your strategic growth plan, help assess and build value, and guide you through the most complex business challenges.
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Discover the latest updates in the world of forward-thinking investment banking.

News

5 Things To Do Right Now if You’re Thinking About Selling

Are you considering selling your business? If so, you likely have many questions, and among the most common is: How much is my company worth? The answer may surprise you. A study conducted by...

JD Merit Advises Conscious Leadership on Its Minority Recapitalization and Partnership With RF Investment Partners

JD Merit & Co., a leading middle-market investment bank, is honored to have served as exclusive financial adviser to Conscious Leadership in its minority recapitalization by and in partnership...

JD Merit Announces the Addition of Two Senior Investment Banking Professionals in Los Angeles Office – Tracy Albert and David M.V. Barnes

JD Merit and Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is pleased to announce that Tracy Albert and David M.V. Barnes have joined the...

JD Merit Professionals See Promotions after Successful 2021

JD Merit & Company, a middle-market investment bank and M&A advisory firm is pleased to announce the promotion of Jeff Sasakura and Chris...

JD Merit Wins 2021 M&A Advisor Awards: Boutique Investment Firm of the Year, Information Technology Deal of the Year, and Corporate Strategic Deal of the Year 

JD Merit & Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is excited to announce their success at the 20th annual M&A Advisor...

JD Merit Advises GlobalTech Plastics on its Sale to Molded Dimensions, a Platform company of Shoreview Industries

Founded in 2003 by three industry veterans Tom Fleck, Craig Dye, and Dave Wheeler, GlobalTech is a premier technology forward Injection Molding company in the Pacific Northwest. Specializing in...

M & A Advisor Awards 2021

We are honored to be a finalist for 15 M&A Advisor awards, the highest in our history, including the prestigious Boutique Investment Bank of the Year. Beyond boutique Investment bank of the...

Private Equity Deals – Considerations of the Advantages of IRC Section 721

Private Equity Deals – Considerations of the Advantages of IRC Section 721 In the current M&A climate, it is very typical for private equity groups to form LLCs before acquiring target...

Axial Press Release

JDMerit Ranks on Axial’s Top 20 List Axial’s Q2 2021 Lower Middle Market Investment Banking League Tables Seattle, WA: On July 8, 2021, JD Merit & Company earned a spot on Axial’s Q2 2021 Lower...

JD Merit & Company Announce Loss of Jeff Eden

Statement for Loss of Jeff Eden It is with great sadness that we inform you of the passing of our colleague, Jeff Eden who passed into eternal life on Thursday, May 27, 2021. Jeff was a valued...

10 Tips For Selling your Business

As a business owner, the last year has been quite a roller coaster, especially if you have been considering the sale of your business. Perhaps you had even started the process to go to market before...

Selling Your Print & Graphics Business

Businesses in the print and graphics industry have been forced to make massive adjustments during the COVID-19 pandemic. Those with retail customers lived in uncertainty while waiting out shutdowns,...

8 Transaction Killers and How to Avoid Them

Deal Killers and How to Avoid Them You hired an investment banker and ran an effective process. You've received tons of interest, dozens of Indications of Interest near or above your expected...

10 reasons why now is the right time to sell

10 Reasons Why Now is the Right Time to Sell  Traditional wisdom touts that you should never attempt to "time the market," but a preponderance of evidence suggests NOW is the best time to sell...

Selling your business is like running a marathon

Many Entrepreneurs wake up one day and think, “I want to sell.” Some have a health scare or are forced into it. Some receive the coveted letter “XYZ Acquisition Company has been retained and has a...

The 3 most common deal killers

The 3 Most Common Deal Killers Kirk Michie | Candor Advisors I once worked with a client who firmly believed his business was worth $80-$100 mm. No discounted cash flow analysis, no precedent...

the 3 step process for a successful Business transaction

If you're thinking of selling your company, you should know what to expect before you begin. The process of selling a company isn't that complicated, but you'll want a proven team from start to...

Why Should You Have an Investment banker on Speed Dial

Why Should You Have an Investment Banker on Speed Dial? Like many of your advisers who provide valuable services and expertise, adding an Investment Banker to your list of most trusted advisers is...

Defending your equity value

Defending Your Equity Value - Key Steps to Realizing Maximum Value in Your Business In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park...

10 ways to make your business more valuable – Part 2

10 Ways to Make Your Business More Valuable – Part 2 In case you missed it or have landed here, please see: https://jdmerit.com/business-valuation/10-ways-to-make-your-business-more-valuable/ If you...

10 ways to make your business more valuable – Part 1

10 Ways to Make Your Business More Valuable If you are considering selling your company in the future, you are likely wondering how much your company may be worth and what makes a business...

8 Things you NEED to do before you sell your Business

While we are surprised by the potential "deal killers" every time we execute the sale of a business, there are a few things that remain constant. Our job as Investment Bankers is to maximize your...

take share to regain value

Take Share to Regain Value  The problem facing many businesses and owners is how to regain revenues and earnings in 2021 after a COVID-19 affected 2020. Those that figure this out will 'take...

JD Merit M&A Axioms

Time and time again we see M&A Axioms coming into play for business owners.  We hope this list helps you ask some timely questions of your organization and your investment banker as you...

What’s Next?

What's Next PPP / EIDL will save many, not enough for some. Many are getting debt or expense holidays which will likely end before rebound is in full swing for many. Cash is King. Many will forecast...

Business as “Unusual” – 5 Things To Survive the Next Quarter

1. Retention is the new growth. In a shrinking revenue environment, smart companies must ensure they keep their existing customers happy. Objectively, many companies do not have the time (or cash)...

Should I Sell My Business Now, Or Hold Off A Few Years?

Many business owners struggle with whether to sell their business or hold on a bit longer. Their trepidation is rooted in their uncertainty over which option yields the most rewarding outcome. We...

JD Merit Announces a Growth Capital Investment in Apex Linen by an Affiliate of Highland Avenue Capital Partners

Seattle, WA, November 7, 2019 - JD Merit, a Tacoma, Washington based middle-market investment bank, is pleased to announce a growth capital investment in Apex Linen Service LLC (“Apex Linen”) by an...

The Crucial Steps To Raising Private Capital For Your Business

There are a number of factors that a business owner needs to be aware of when they start the process of raising private capital. In addition to navigating the various channels that may provide...

Patent Valuation and Baseball Players

It appears that patents and baseball players share similar odds of success and the same value curve. Likelihood of Success  The chances of a high school baseball player making it to Major League...

Rock Star Suicides and Patent Apportionment

Solo performing rock starts are much more likely to die prematurely than rock stars that are members of a band. The reason is solo performers are more likely to engage in destructive behavior (e.g....

Strategies for Negotiating Licenses

You will never get the license agreement your technology deserves. You get the license agreement you negotiate. With this in mind, it is important for inventors, licensing professionals and...

Patent Valuation and the Global IP Index

Suppose you are valuing a large patent portfolio with issued patents and pending applications in more than 20 countries throughout the world. One of your tasks would be to project how much royalties...

Worthless Patents Can Be Invaluable

Let’s say that we are reviewing a patent with very narrow and very poorly constructed claims that read on something that doesn’t seem to have any commercialization potential. Further, the...

Hiring an Investment Bank That Specializes in M&A Improves Seller Outcomes, Here’s Why

Selling your company is a major life decision. Not only do you want to get the highest return possible, you want to ensure that the legacy you’ve built lives on after you sell. But many CEOs choose...

The M&A Trifecta: The Key Pieces You Must Have in Place To Sell Your Business

The sell-side M&A process has many layers that require different tactical approaches depending on your business’s unique circumstances. In some ways, no two sales processes are exactly the same....

Why ‘Now’ Is the Right Time To Sell Your Business

Conventional wisdom suggests you should never attempt to “time the market” when making a plan to sell your business. Nevertheless, the preponderance of evidence suggests NOW is the best time to sell...

What Is My Company Really Worth?

Many businesses rely on simple techniques to estimate the value of their company. Business valuation firms use slightly more sophisticated methods such as discounted cash flow model, public market...

What Should I Do to Prep?

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What Buyers Look For

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Who is in Your Buyer Universe

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Types of Buyers

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Your Leadership Team

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Choosing a Deal Team

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The Process

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How to Choose an Investment Banker

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How to Win M&A 2.0

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How to Avoid Deal Killers

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What Success Looks Like

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What’s Next

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JD Merit Earns Three Finalist Nominations For the 18th Annual M&A Advisor Awards

JD Merit & Company has been named a finalist in three distinct categories for the upcoming 18th Annual M&A Advisor Awards.  JD Merit & Company was named finalist for the Boutique...

Nick DeVaney Announced As Winner of the 10th Annual Emerging Leaders Awards

Seattle, WA, June 27, 2019 - Nick DeVaney, president and co-founder of boutique investment bank JD Merit & Company, has been honored as one of the 2019 recipients of The M&A Advisor’s...

How to Set a Realistic Timeline For Selling Your Business

How to Set a Realistic Timeline Selling your Business Once one decides to sell a business, there is often great urgency to close a deal sooner rather than later. However, selling a business is an...

How Do I Accurately Measure The Value of My Business Before I Sell?

You have spent a lifetime building your business, you know every intimate detail about your company and its industry, but now it might be time to think about selling it. Your business has been an...

How to Increase the Value of Your Business for a Sale

As you look into the future, the day may be approaching when it is time to sell your business. If so, naturally your goal will be to get the most value out of your life’s work. But the price your...

Merit Harbor Group, LLC and JD Ford & Company Announce Strategic Business Combination

Companies will now operate as JD Merit & Co. Seattle, WA / Denver, CO March 4, 2019— Merit Harbor Group, LLC and JD Ford & Company have announced a strategic business combination,...

Restructuring: Think Ahead Before You Need It

Restructuring is typically not on the tip of the tongues of CEO’s that are running profitable companies. However, we can take a page from restructuring to address the current position many companies...

Tips for Choosing an M&A Advisory Firm

M&A advisors can add real value to a transaction. Here are a few tips to consider when choosing an M&A advisor to partner with as you begin to prepare for a sale. Get Your Books in Order...