Brookwood Springs Advisory is a boutique M&A advisory firm serving business owners and operators across the United States.
Institutional-Quality Process. Unwavering Client Focus. Midwestern Integrity.
Headquartered in Overland Park, Kansas, we bring the technical rigor and process discipline of a large institutional firm — with the undivided attention and personal accountability that only a boutique can deliver. Founded in 2026 by a team of M&A professionals with deep roots in the Midwest.
Our services are available across the United States. Our industry relationships, our processes, and our standard of execution have no geographic ceiling. We are agile by design — with experience across more than 30 distinct sub-industries.
Our team comprises a CFA charterholder and a CPA, both holding Series 63 & 79 licenses, along with extensive experience in transaction advisory and investment banking. We have represented buyers and sellers — this perspective allows us to market businesses with precision and negotiate from a position of genuine insight.
"Direct, dependable, and hardworking — with the expertise and conviction to deliver."
We Provide Complimentary Business Valuation. Please Contact Us If Interested.
Brookwood Springs Advisory represents business owners through a full auction sale process – from preparation and positioning through negotiation, diligence, and close. We serve sellers across the United States in all industries, bringing institutional-quality execution and a national buyer network to every engagement.
Every company and transaction is unique. Our dedicated team works to alleviate the burden of a sale process, letting owners focus on what they do best – running their company.
We give you our honest assessment of value, push back when an offer doesn't reflect what your business is worth, and will walk away from a transaction before closing a bad one. Every engagement receives full partner attention from kick-off to close. No junior handoffs. No clients that become secondary priorities.
We learn your transaction goals and present a pitch deck that previews our capabilities. Our pitch deck includes a preliminary business valuation, potential buyer pool, and process outline.
We establish defensible value, normalize financials, identify key attributes (risks, growth strategies, and value propositions), and craft a narrative that commands premium pricing.
We prepare the CIM, identify the optimal buyer universe, and run a controlled, confidential process.
We manage all offers, negotiate terms, and guide you toward the partner that reflects maximum value and the highest probability to close.
We organize data room documents, coordinate with buyers' diligence providers, collaborate with seller's legal team, and ensure key milestones are achieved. We keep the transaction on track from LOI execution through closing.
Our job doesn't stop at close – we are available to assist with any post-closing true-ups or deferred payment calculations.
We understand the numbers at an institutional level and make sure you do too. Errors in financial presentation blow up deals, lower perceived value, and erode buyer confidence. We don't make them.
We immerse ourselves in your business model, value propositions, growth strategies, and key risks before a single buyer is contacted. Buyers walk away understanding exactly what they are bidding on.
No handoffs. No junior associates running your deal. The partners who pitch you are the same partners who execute — from kick-off to close. Nothing gets lost in translation.
Deals move fast. We are reachable, responsive, and ready — because a delayed response in a live process can cost you a deal. 18-hour availability, 7 days a week.
We know who the right buyers are. Our buyer universe spans sophisticated strategic acquirers and institutional PE firms who get deals done. We qualify buyers before your management team spends any time with them.
We deliberately limit the number of engagements we take on. When you hire us, you get 100% of our attention — not a fraction of it. Your deal is never competing for attention internally.
We work for you — not for the deal. We give unfiltered opinions, push back when an offer doesn't reflect what your business is worth, and will walk away from a transaction before closing a bad one.
We present your business the way buyers want to evaluate it — complete, reliable, and clean. Our data room is built to institutional diligence standards from day one. No shortcuts that raise red flags.
Built for investment banks and business brokerages that want to focus on what they do best – SELLING. We handle the complex financial analysis, so you never have to slow down.
Engaging Brookwood Springs Advisory early creates 4 meaningful advantages for your practice:
Missed add-backs and improper account classifications impact EBITDA. We find these before the buyer does.
Our analysis catches earnings issues before marketing begins, so you address them upfront rather than mid-diligence.
When earnings are clean, verified, and defensible, you negotiate from strength and push back on re-trade attempts with authority.
We leverage our local lender relationships to obtain a preliminary read on the deal – assisting your marketing process.
Primarily a percentage of your deal fee. Minimal upfront cost. When you close, we get paid.
Independent, third-party validation of sustainable earnings – prepared to the institutional standard that sophisticated buyers and senior lenders require before committing capital.
Buyers, lenders, and investors need to know that the earnings they are underwriting are real and repeatable. Our work is suitable for direct submission to senior lenders.
Brookwood Springs Advisory partners with local entrepreneurs and operators who want to acquire businesses in the Kansas City, Columbia, and St. Louis metropolitan areas – bringing the institutional M&A expertise most operators don't have in-house.
The majority of our compensation comes in the form of minority equity in the acquired business – our incentives are fully aligned with yours over the long term. We Win When You Win.
Designed for lower middle market businesses that want to grow through acquisition – but have limited M&A knowledge, insufficient bandwidth, or no internal team to properly manage a corporate development function.
Brookwood Springs Advisory serves as your outsourced corporate development team, managing the full acquisition process from target identification through close – bringing the same discipline and rigor that institutional acquirers bring to the table.
We do not restrict ourselves to a short list of industries. Below are representative sub-industries from our transaction experience.
Don't see your sub-industry? That's not a barrier. Our experience spans businesses of every type – if you have interest in one of our services, we want to have a conversation!
Deep expertise in M&A advisory, valuation, accounting, and operations – with the credentials and conviction to deliver.
Whether you're a business owner exploring a sale, an intermediary in need of outsourced underwriting, a buyer seeking financial diligence support, an operator looking to acquire, or a business interested in inorganic growth – we'd welcome a candid, confidential conversation.
Every conversation with Brookwood Springs Advisory is held in complete confidence.