We help clients maximize business value
Selected Experience
William & Wall takes pride in its extensive client portfolio, comprised of industry leaders and innovators across various sectors. This diverse range of clients reflects our reputation for exceptional service and our ability serve the U.S. middle market. Below is a selected subset of client consulting & advisory experiences at our firm:
By the numbers
$1.2B
In Clients Served
$1.0B
In Valuations
$100M
In Client Savings
100%
Client Retention
2021
Established Date
Business services
M&A Advisory
We offer sell-side and buy-side M&A advisory for our trusted clients, providing actionable analytics for all scenarios in which your business is considering an existing M&A target, or considering being acquired. We prefer to work with cash flow positive businesses with EBITDA above $3M and Revenue below $300M.
Advanced Financial Modeling
We deliver tailored, sophisticated financial analysis and predictive modeling that meet rigorous Wall Street standards. Our expertise enables C-suite leaders to build complex operating models for strategic decisions. Using data-driven insights, we optimize growth, value creation, and operational efficiency with precision.
Strategic Consulting
We provide strategic consulting for established businesses and startups. Whether your company wants to assess the risk/reward of a new business vertical, is assessing different paths for capitalization, or is considering strategic alternatives, we do the heavy lifting every step of the way.
Valuation Services
Our company specializes in comprehensive valuation services tailored to meet the unique needs of our clients. With industry-leading financial intelligence and a meticulous approach, our rigorous analysis helps our clients to make informed decisions and maximize their financial strategies.
Let us find the solution that's right for your business
Regional Perspectives on the Sale Process
The path to a well-executed transaction depends on local market conditions, valuation influences, and buyer demand. View your state for a concise, region-specific analysis of the factors that shape timing, preparation, and execution in a disciplined sell-side process.
How it works
1
Schedule initial consultation.
After scheduling an in-person meeting or Zoom call, you’ll be asked a few questions to help us understand your business needs and possible pathways forward.
2
Determine path forward.
We’ll share the solutions we feel will help you best meet your business goals, and determine a process and timeline roadmap for your management team.
3
Engagement and execution.
Upon engagement with our firm, we will be in constant contact as we work to meet your desired business outcome and exceed your expectations in every way.
M&A Overview
$3M+
EBITDA Profile
<$300M
Revenue Profile
10,000+
Buyer Network
Agnostic
Industry Coverage
USA
Geographic Focus
FAQs
What does an investment banker like William & Wall do in a business sale?
William & Wall is a sell-side M&A advisor for business owners. We manage the full sale process—from valuation and positioning to buyer outreach, negotiation, and closing—running competitive auctions with private equity, family offices, and strategic acquirers to maximize value and legacy.
How long do engagements last?
M&A engagements typically run 4–7 months. Consulting work may last one month or continue on a recurring basis.
Does William & Wall work with family-owned businesses?
Yes. We regularly advise family-owned and founder-led businesses, structuring deals that balance liquidity, succession, and long-term legacy.
How is William & Wall different from a business broker?
Unlike brokers who focus on small, local deals, William & Wall is a boutique investment bank advising middle-market companies on complex M&A transactions with institutional buyers.
What type of companies does William & Wall serve?
We work with founder-led and privately held businesses under $300M in revenue and above $3M in EBITDA, across sectors such as software, healthcare, industrial services, manufacturing, and consumer.
Does William & Wall only work within certain geographies?
No. While based in Scottsdale, Arizona, William & Wall advises companies across the continental United States.
Plan Your Best Move:
The Business Owner’s Playbook Diagnostic
William & Wall’s Proprietary 20-Minute Readiness Assessment
Developed by William & Wall for business owners contemplating a transition, this diagnostic is a proven framework to evaluate your readiness to sell, pass on, or continue building your company. In just 20 minutes, you’ll answer structured questions, score your results, and gain clarity on the options ahead.
Your business is more than numbers — it’s your life’s work, your people, your legacy. This tool helps you approach one of the most important decisions of your life with foresight, confidence, and a clear path forward.
