M&A Advisory Firm in NYC

Eton helps companies with revenues between $5M and $150M achieve the most favorable M&A outcomes.

Our Big-4 trained experts ensure maximum value, smooth transactions, and expert guidance every step of the way.

Trusted By Over 1,000 Companies

Why Choose Eton as Your M&A Advisory Firm?

Mergers and acquisitions are complex, and you need expert guidance, quick action, and deep industry knowledge to maximize your success. 

At Eton, we help companies with revenues between $5M and $150M navigate these deals confidently.

We work with private equity firms, investors, and high net-worth individuals, offering full support for sales, acquisitions, and everything in between. 

We ensure that every valuation report we produce is not only accurate but also presented in a format that is clear and easy to understand. This is crucial in helping you achieve the best possible outcome from your M&A transaction.

Being a boutique firm, we take pride in providing individual attention to our clients. Every client is paired with a senior M&A advisor, and I, the CEO, will be your main contact throughout your journey with us.

Unparalleled Expertise

Eton is founded by top security lawyers and our team consists of Big-4 trained legal and finance experts. We provide timely, accurate, and well-documented M&A advisory and valuations that comply with the highest industry standards.

Tailored and Individual Advice

We understand that every portfolio is unique, and we have established best practices for valuation procedures specific to diverse portfolios. Our team takes the time to understand your specific needs, ensuring a personalized and supportive approach to meet your goals.

Proven Track Record

Eton’s experts understand the complexity of M&A, and have a proven track record in helping clients gain confidence through superior valuation and advisory services.

Post-Transaction Support

Eton's commitment to your success doesn't end with the deal closure. We offer comprehensive post-transaction support to ensure smooth integration and maximize the benefits of your acquisition or sale.

"As a former Gunderson lawyer, I co-founded Eton to bring the rigor and efficiency of corporate securities law to M&A valuation support and advisory services. I take immense pride in our global team of Big 4-trained CFAs, who are not just experts in their field but also staunch adherents to our ethos of unparalleled client service.

Our singular mission is to provide audit-proof, robust, and prompt valuation support, tailored to the complexities of M&A transactions, while eliminating the tedious back-and-forth often encountered with other firms. At Eton, client service isn't just a practice; it's our creed. We are committed to consistently going beyond the norm to deliver exceptional value to every client in their M&A endeavors."

Chris Walton, JD
President & CEO
Eton Venture Services
Previously at Gunderson Dettmer / Stanford Law

Our Full Range of M&A Advisory Services

Pre-Deal M&A Valuation Analysis

Assess target companies, divisions, or assets to help determine appropriate bidding prices, negotiation strategies, and optimal structures while identifying potential risks and synergies.

Quality of Earnings Analysis

Evaluate the sustainability and quality of a target company's earnings, providing insights into its financial health and potential for future growth.

Purchase Price Allocation (PPA)

Perform fair value assessments of tangible and intangible assets acquired in a business combination, ensuring compliance with financial reporting standards.

Goodwill Impairment Testing:

Assist clients in conducting annual goodwill impairment tests to determine if any write-downs are required, adhering to relevant accounting standards.

Intellectual Property and Intangible Asset Valuation

Appraise intellectual property assets, such as patents, trademarks, copyrights, licenses, and customer lists, which are critical components of many M&A transactions.

Transaction Opinions

Provide independent fairness opinions to boards of directors, ensuring that proposed transactions are fair to shareholders from a financial perspective.

M&A Deal Advisory

Offer guidance and support throughout the M&A process, from due diligence and deal negotiation to closing and post-transaction integration, addressing both financial and strategic aspects.

Litigation Support

Provide expert valuation and financial analysis services for M&A-related litigation, including purchase price disputes, earnout disputes, and breach of contract claims.

Hear From Our Clients

Our Senior Leadership

Chris Walton, JD

President & CEO

Chris co-founded Eton Venture Services in 2010 to provide mission-critical valuations to venture-based companies. He works closely with each client’s leadership team, board of directors, internal / external counsel, and independent auditor to develop detailed financial models and create accurate, audit-proof valuations.

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What does an M&A advisory firm do?

An M&A advisory firm helps companies buy, sell, or merge with other businesses. They provide expert guidance, handle negotiations, perform valuations, conduct due diligence, and ensure smooth and successful transactions.

Different M&A advisory firms often focus on specific industries or company types, such as Healthcare, Family-led businesses, or Privately-held companies.

This is important because specialized knowledge and experience can lead to better deals and outcomes tailored to the unique needs of that industry.

We’ve created a comprehensive guide on the best M&A advisory firms, each tailored to specific sectors or company types.

Yes, M&A transactions in New York are subject to various state-specific regulatory requirements, along with federal regulations.

Here are some key aspects to consider for M&A transactions in New York:

  1. Pre-Merger Notification:

    • Similar to federal requirements under the Hart-Scott-Rodino (HSR) Act, certain transactions in New York may require pre-merger notification to state authorities to assess the transaction’s impact on market competition.
  2. Due Diligence Requirements:

    • Comprehensive due diligence is required to identify financial, operational, and legal liabilities. This includes a thorough investigation into the target company’s financial statements, contracts, intellectual property, and regulatory compliance.
  3. Corporate Governance:

    • New York laws mandate specific governance practices during mergers and acquisitions. These include necessary approvals from boards of directors and shareholders. After the board adopts the merger or consolidation plan, it must be submitted to a shareholder vote with proper notice, including a copy or outline of the plan.
    • The plan needs to be approved by a majority or two-thirds of the votes, depending on the corporation’s formation date and certificate of incorporation.
  4. Class Voting:

    • Shareholders of a class or series of a class may have the right to vote as a separate class if specific conditions are met. This includes scenarios where their shares remain outstanding or are converted into new shares, and if the new certificate of incorporation includes provisions necessitating separate class voting.
  5. Regulatory Approvals:

    • Depending on the industry and transaction size, M&A activities may require approval from state regulatory bodies to ensure compliance with New York laws.
  6. Shareholder Rights:

    • New York laws protect shareholders’ interests during M&A transactions, including rights to dissent and receive fair value for their shares in certain transactions. Shareholders may also have rights to inspect corporate records and participate in meetings.
  7. Fiduciary Duties:

    • Directors and officers have fiduciary duties to act in the best interests of their shareholders, including the duties of care, loyalty, and good faith during M&A transactions.
  8. Antitrust Considerations:

    • Transactions must comply with New York State antitrust laws in addition to federal regulations to prevent anti-competitive practices and promote fair competition.
  9. Employment and Labor Issues:

    • M&A transactions must comply with New York employment laws, including proper handling of employee contracts, benefits, and workers’ rights. Notification and consultation with employee representatives may be required.
  10. Environmental Regulations:

    • Compliance with New York State Department of Environmental Conservation (DEC) regulations is crucial, especially for industries with significant environmental impact.
  11. Tax Considerations:

    • Understanding New York State tax implications, including corporate income tax, sales tax, and transfer taxes, is essential for structuring the transaction efficiently.
  12. Post-Merger Integration:

    • Legal provisions in New York guide the post-merger integration process, ensuring the combined entity complies with state laws and operates smoothly.

Eton is a business valuation specialist. We support PE firms, investors, and high-net-worth individuals with both sales and acquisitions, and all the advisory support needed in between. 

Internally, we have a team of senior legal experts and financial specialists who deliver services like:

  • M&A due diligence and valuation
  • M&A integration
  • Growth and acquisition strategy
  • Deal negotiation
  • Overseeing the acquisition process to a successful conclusion

Every Eton client is assigned a senior M&A advisory expert. Our CEO, Chris Walton, will be your key contact throughout your journey with us.

The cost of an M&A advisor varies based on deal size, complexity, and the advisor’s expertise. 

Typically, fees include a monthly retainer (starting from $5,000 a month) and a success fee, which can range from 1% to 10% of the deal value. 

We’ve written a comprehensive guide on M&A advisory fees, including detailed breakdowns and what to expect. Check it out for more details.

Eton is widely regarded as the leading M&A advisory firm in New York.

Our team of Big-4 trained CFOs and legal experts provide personalized, robust, and timely support tailored to your specific needs. 

Eton’s commitment to delivering unbiased, accurate valuations and our focus on individual client attention sets us apart as the top choice for M&A advisory services in the region.

Working with Eton means you get the individualized attention that Big-4 firms can’t provide.

We pride ourselves on offering personalized service, ensuring that your specific needs are met with care and precision.

At Eton, you’ll have direct access to our CEO, who will personally oversee your project, providing expert guidance and support throughout the entire process.

This level of dedicated attention and direct communication sets us apart from larger firms.

When you’re ready, get in touch with us here!

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