• ABOUT US

Welcome to Sperry Mitchell

Sperry, Mitchell & Company was founded in 1986 by Paul Sperry and Beatrice Mitchell, and is today one of the oldest and most active independent M&A advisory firms in the United States. Our team is known for its dedication to our clients.  Our success has been built on a foundation of experience, commitment, integrity and results.

Our only business is representing owners of private companies seeking a sale or merger. We have purposely chosen to represent sellers exclusively to avoid conflicts of interest and to allow complete independence in representing our clients. We never represent or advise buyers.

Meet our senior leadership

We provide individualized service to each of our clients. Each transaction has unique demands and priorities. Our staff is geared towards tailoring strategies to meet our clients’ particular economic and non-economic objectives.

We conduct a broad and thorough search for potential buyers, and are active in all stages of marketing and negotiations.

We emphasize professionalism, thoroughness and integrity in assisting our clients to meet their business and personal objectives. All client matters are handled with the utmost discretion and confidentiality.

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Focused on You…

Client-Centered:  We are an experienced partner whom our clients can trust to guide them through the complexities of a sale transaction. We are committed to working with owners of private companies in planning and executing the optimal sale of their business.

Relationship-Oriented:  We understand the unique nature of private companies and their owners. We develop long-term, partnering relationships with our clients, often providing advice and guidance years before any sales processes are contemplated or initiated.

Results Driven…

We have arranged hundreds of transactions in our 40+ year history, establishing a reputation for achieving outstanding results for our clients.

Client testimonials
Our 2 Founders

Created a new kind of investment-banking company.

Proactive Team

Our team members have the experience and the initiative to create beneficial results for you.

Never Off The Clock

Any day or any night, we are there for you.

Over 300 Deals

We have the depth and breadth to succeed for you in almost every industry!

The future is bright with Sperry Mitchell.

Sperry Mitchell will develop a carefully-crafted marketplace to accelerate the sale of your business.

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Our Strengths and Capabilities

The dynamics and challenges of middle market sale assignments are quite different than those involving larger companies. Because we specialize in arranging these smaller transactions, we have developed a specific skill set necessary in getting these deals done. Sperry, Mitchell & Company has arranged over 300 deals since our founding in 1986, establishing a reputation for professionalism, dedication, integrity and results.

How we approach the business:

  • Personal involvement of Sperry Mitchell Founders and Principals: A Principal of our firm is involved in every transaction from commencement to closing. We use our experience, knowledge and dedication in guiding our clients through the intricacies of the deal process to accomplish their goals.
  • Specialization in representing sellers: Our only business is representing sellers of private companies. We never represent buyers, either in acquisition searches or financings, and are under no pressure to favor any particular buyer. Our independence keeps us clear of any potential conflicts of interest.
  • Focus on advising private companies: We understand the unique nature of private companies and their owners. We recognize that our clients often care as much about the impact of a deal on their company culture, their employees and their community as they care about the purchase price. We listen to our clients and find buyers who will accommodate the breadth of their economic and non-economic goals.
  • Expertise in middle market transactions: Our niche focus has proved invaluable in assisting our clients on valuation expectations, as well as identifying the most active and aggressive buyers in this sector of the market. We have the expertise and experience necessary to successfully execute deals in a timely manner.
  • Global access to a wide range of acquirers: We actively interface with a large universe of potential acquirers and investors, including many leading domestic and foreign acquirers and private equity funds. We carefully research and screen all potential buyers to ensure a good fit for our client.

What our clients say about us…

I worked with Sperry Mitchell back in 2008, when their auction process yielded a half-dozen solid offers. However, when the economy crashed and our performance suffered, they advised us to put the process on hold. They patiently advised and supported us throughout the down-turn. Six years later, we re-engaged the market, and I worked with the same team to negotiate a premium price from a very motivated strategic buyer. At each step, Sperry Mitchell brought wisdom and a depth of experience critical to both the success of the deal and my peace of mind. I can’t say enough about their commitment to our success and their true interest in my welfare throughout the process.

We chose to work with Sperry Mitchell primarily because of their people. Starting with Paul and Bea and down through the entire organization, we were impressed with their experience, their knowledge and the personal attention they gave to us. In a very short time, Sperry Mitchell knew almost as much about our business as we did.  This allowed them to position and present our business to the best possible buyers and in the best possible light. We couldn’t be happier with the results and would recommend them wholeheartedly.

I was introduced to Sperry Mitchell through a colleague in private equity who had done many transactions with them over the years. My experience with Sperry Mitchell was very positive.  I found their team to be extremely capable, easy to deal with, and of the highest integrity. The leadership at Sperry Mitchell was actively involved with every aspect of the transaction and always accessible. Based on their wealth of experience in mid-market transactions, they were able to anticipate the tripping hazards that we encountered along the way and helped us to navigate those waters. I would highly recommend Sperry Mitchell to any owner considering selling their business.

From our original contact to the close of our transaction, Sperry Mitchell showed qualities like persistence, intelligence, sophistication and integrity, while working tirelessly to conclude the sale process within our agreed guidelines. From the very beginning, we were impressed by their ability to listen, quickly understand our business, and communicate our story effectively to potential buyers. We couldn’t have been happier with the whole process, which led to both the buyer and seller being truly pleased with the transaction.

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