An Investment Bank Built for Entrepreneurs by Entrepreneurs®


At JD Merit, we’re the boutique investment bank with the proven experience and tenacity to help our clients WIN. We know what it takes to succeed at the negotiating table and we possess the same entrepreneurial spirit as our clients, which is why our relentless team of deal-makers has arranged over 9.6 billion dollars in transaction value.

We Specialize In:

We Won't stop until the deal is DONE

"Unlike many investment banks I've worked with during my career, JD Merit was overly attentive at all stages of our transaction, which really made a difference to achieving a great outcome."
Dave Carr
Interim CFO
"We were thrilled with the outcome that JD Merit delivered for our family through the sale of the business and many of the owned terminals. We were able to unlock significant shareholder liquidity, while simultaneously positioning the employees of the company for continued success within a growing platform.”
Howard Perea
Co-Owner of RAC Transport, Inc.
"We hired you over other investment bankers because of your responsiveness to our questions, aggressive approach to winning, persistence in following up and the many creative ideas your team presented. We see you as really adding value, beyond just running a process."
D. Roberts
EVP Project Yellowstone
“Through 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. So I think it’s a win-win for everybody.”
Mike Olson
JDM M&A Client
"I am the sole owner of a middle market camping gear wholesaler and I operated without a board for twelve years. In 2017 I realized it was time for the company to get some outside help. Since joining the board, Craig and the outstanding people in his firm have provided invaluable assistance in stabilizing and growing the company. They’ve helped with both short-term challenges and long-term planning. Craig’s background running multiple businesses like mine and his 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 Craig and JD Merit."
Keith Jackson
Owner of Industrial Revolution, Inc.
"As a business/transactional attorney, I have had the opportunity to work with many investment bankers in the M&A arena. Craig and his team at JD Merit are, without question, the best in the local middle market space. He is very knowledgeable at his craft. Craig stands out as an excellent communicator: he makes the clients feel comfortable; he is able to both listen to and provide thoughtful advice for legal counsel; and, most importantly, he is able to negotiate a great deal. Quite refreshingly, Craig 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 Craig and his team."
Carl Peterson via LinkedIn
Managing Partner at Eisenhower Carlson PLLC
"Collectively, Phillip Cooper and the team at JD Merit have worked with Apex Linen for over six years and have provided the 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 step of the way. We would absolutely look to them for our future investment banking needs."
Gary Goeldner
CFO, Apex Linen Service, LLC
"I am excited to see the next level of growth and success for the Noorda team, partnering with Flynn to better serve our clients and employees just made sense. 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."
Chris Noorda
President, Noorda BEC
"I enjoyed working together, you [JDM] gave an enormous contribution in such a complex but successful transaction - I would be happy if there will be the chance to make a reference for your great job in the future!"
Marco Allegretti
Engagement Manager at McKinsey & Company

Proven, Profitable Exit Planning

Your business means too much to trust it to a traditional M&A bank that merely focuses on “engineering a sale” as a singular event. 

Our approach is different. 

We recognize that selling your business for maximum value is a process not an event, and thus it requires a strategic plan, built by experts with the vision, the experience and the tenacity to get big deals done.

JD Merit’s Grow Fast & Exit Profitably!®  methodology can be the difference between a great sale and no sale.


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Tacoma, WA 98402


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