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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:

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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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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.



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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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

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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.


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

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

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JD Merit Professionals See Promotions after Successful 2021

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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 

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

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M & A Advisor Awards 2021

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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...

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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

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Selling your business is like running a marathon

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Why Should You Have an Investment banker on Speed Dial

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Defending your equity value

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8 Things you NEED to do before you sell your Business

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take share to regain value

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JD Merit M&A Axioms

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

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

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Patent Valuation and the Global IP Index

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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...

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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

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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...