Strategic M&A Advisory for Business Owners.
Monument Advisory Group is a boutique M&A advisory firm specializing in the sale of privately held businesses. We combine extensive transaction experience, strategic insight, and disciplined execution to help business owners navigate complex transactions, maximize value, and achieve their long-term objectives.
Combined transaction experience of our Managing Partners
Partner-Led Experience
A Managing Partner leads your engagement from start to finish
Advice Grounded in Operations
Perspective from leading businesses, not only advising them
Built for Your Size
Our focus is companies with $5–200M in revenue
The Right Buyers at the Table
Established relationships with private equity, family offices, and strategic acquirers
Our Advisory Services
Sell-Side M&A Advisory
We provide comprehensive sell-side advisory services to owners of privately held businesses, managing each stage of the transaction process from valuation and strategic positioning through buyer outreach, negotiations, due diligence, and closing.
Explore Our Sale ProcessBusiness Valuation & Strategic Advisory
We deliver market-informed valuation analysis and strategic guidance to help business owners understand enterprise value, evaluate available opportunities, and make well-informed decisions about the future of their companies.
Exit Planning & Preparation
Successful transactions begin long before a business enters the market. We work with owners to identify value-creation opportunities, address potential transaction obstacles, and position their businesses for a successful future transition.
An Elevated Approach to M&A Advisory.
Monument Advisory Group was founded to deliver sophisticated transaction advisory services through a highly personalized, relationship-driven approach.
Whether you are considering a sale, evaluating strategic alternatives, or preparing for an eventual ownership transition, we provide the experience, perspective, and disciplined execution to help you navigate important decisions with confidence.
Our deliberately selective approach allows our Managing Partners to remain personally involved in every engagement, providing clients with direct access to senior-level expertise, thoughtful guidance, and dedicated attention throughout the transaction process.
Advising Businesses Across the Lower Middle Market.
Monument advises privately held businesses across a range of industries, with particular interest in essential services, skilled trades, and businesses supported by durable demand and compelling growth opportunities.
Residential Services
Healthcare Services
Manufacturing
Industrial & Commercial Services
Business Services
Other Founder- and Family-Owned Businesses
From Initial Strategy Through Closing.
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01
Prepare
We develop a thorough understanding of your business, financial performance, and transaction objectives.
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02
Position
We develop a compelling investment narrative that communicates your company's strengths and value proposition.
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03
Market
We confidentially engage a carefully selected group of qualified prospective buyers.
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04
Negotiate
We evaluate competing proposals and negotiate terms aligned with your financial and strategic priorities.
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05
Execute
We coordinate due diligence, manage transaction workstreams, and maintain momentum toward closing.
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06
Close
We guide the transaction through closing and support a coordinated ownership transition.
Meet Our Managing Partners
Payton Anderson
Payton brings a distinctive combination of M&A transaction leadership, management consulting, and executive operating experience. Having worked closely with founders, investors, and executive teams, she offers clients a practical understanding of both the transaction process and the operational considerations that influence long-term business value.
More About Payton
Dan Staffieri
Dan brings extensive lower-middle-market M&A experience, having advised on approximately $830 million in completed transactions across sell-side and buy-side engagements. His experience provides clients with valuable insight into buyer perspectives, transaction positioning, and successful deal execution.
More About Dan
Let's Discuss What's Next.
Whether you are actively considering a sale or beginning to evaluate your long-term options, a confidential conversation can provide valuable perspective on your business, its potential value, and the opportunities ahead.
payton@monumentadvisorygroup.com
dan@monumentadvisorygroup.com