Support of Acquisitions, Under-Performing Businesses and Preparation For Sale

Whitman Advisors offers assessments to support clients on acquisitions, improve under-performing businesses and prepare businesses for growth and/or a sale.

We provide clients with valuable insights on organizations and key managers. We also provide a useful perspective on the firm’s strategic and operational strengths and weaknesses.


Assignments have included:

  • Over seventy business and management assessments to support acquisitions
  • Multiple under-performing business assessments
  • Assisting owners position companies for sale
  • Supporting investors in management presentations
  • Advising clients on structuring their organizations to achieve their goals
  • Succession planning
  • Guidance on mergers and bolt-on acquisitions

Industries have included:

  • Automotive manufacturing and distribution
  • Beverage
  • Building products
  • Consumer durables
  • Controls
  • Electrical component manufacturing and distribution
  • Foundry products
  • Industrial manufacturing, distribution and services
  • Machinery manufacturing
  • Marketing services
  • Medical devices and services
  • Motion and control
  • Power systems and components
  • Quilting machines
  • Sleep centers
  • Specialty glass
  • Tools