Advisory & Coaching
For owners who have identified prospective buyers and want expert guidance to protect their interests. We provide strategic coaching, CIM review, LOI analysis, and negotiation support, while you lead the process.
Investment Banking Support for Privately Held Businesses.
Union Pier Capital is an investment banking firm for privately held businesses too large and complicated for business brokers while being a poor fit for bulge-bracket investment banks. As entrepreneurs who have built and sold our own companies, we understand your world, your people, and the challenges you face while being able to provide Wall Street outcomes with Main Street service.
Deep Transaction Experience
More than 300 transactions totaling over $11 billion across the defense, security, manufacturing, healthcare, technology, and government contracting markets.
Defense, Security, & Government
- Transactions
- 53
- Volume
- $1.3B
Manufacturing & Distribution
- Transactions
- 76
- Volume
- $540M
Healthcare
- Transactions
- 64
- Volume
- $2.7B
Real Estate & Retail
- Transactions
- 41
- Volume
- $371M
Utilities
- Transactions
- 34
- Volume
- $3.0B
Higher Education
- Transactions
- 28
- Volume
- $900M
Hospitality & Entertainment
- Transactions
- 15
- Volume
- $280M
Financial Services
- Transactions
- 7
- Volume
- $2.0B
Your goals. Our expertise.
A partnership built on results.
Schedule a ConsultationOur Services
Union Pier Capital provides institutional-quality M&A advisory and valuation services to private business owners navigating complex transactions. Our engagements are structured to meet you where you are, from coaching to full deal management.
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Assisted Sale Process
We prepare your full marketing package, assist in the buyer identification process, while you drive direct buyer outreach. We take a more active coaching-role at the start of the Letter of Intent stage and coach through closing.
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Full-Service M&A Advisory
Our flagship offering. We run every aspect of your sale, from go-to-market strategy and buyer outreach to competitive auction management, legal coordination, and closing. You are engaged at key decision points only.
Enterprise Valuation Services
Our valuation opinions are grounded in sector-specific performance metrics and analysis of recently completed comparable transactions. Designed for privately held, operating companies with established revenue and profitability.