Insurance

Wholesale Distribution

Security Monitoring

Aerospace

Construction/Architect/Engineering

Industrial Machinery

Specialty Chemicals

Automotive Suppliers

Used Equipment Brokerage

Broad-Based Industry Experience

Providing Detailed Analysis 

Mt. Vista Capital, Inc. is full-service investment banking firm providing professional merger and acquisition advisory, financial advisory and business valuation services exclusively to middle-market companies. We are dedicated to serving the needs of owners, shareholders and management of privately owned companies, small-cap public companies and divisions of public companies. Our middle-market focus on sell-side advisory is designed to provide efficient execution of our clients’ transactions while maximizing value.


Our financial advisory services provide assistance to our clients in structuring and sourcing the capital resources they need to fund organic growth or acquisition strategies. To support both of these service areas we also provide business valuation services. Whether in support of M&A activity, buy-sell agreements or estate planning, we can provide a fully compliant business valuation report. The founder has over thirty years of broad-based corporate finance experience and has focused exclusively on middle-market investment banking transactions for more than a decade

About Us

Mt. Vista Capital

M&A Advisory - Capital Formation - Business Valuation

Proprietary Transaction process - designed to maximize value


  • Develop an understanding of the client’s business through significant upfront due-diligence
  • Provide preliminary valuation analysis to ensure value expectations are attainable
  • Prepare clear, comprehensive and compelling selling documents
  • Design a marketing approach that best fits the Client’s goals and expectations
  • Prepare a prospect list of potential acquirers – strategic and financial
  • Create a competitive private auction process by confidential introducing the opportunity to the select group of most likely buyers
  • Solicit initial indications of interest
  • Prepare and support management in meetings with prospective buyers
  • Assist in negotiating price and terms
  • Analyze the various offers and assist Client in selecting the offer with the best combination of price and terms
  • Lead Client through the closing process

Building Trust - One Client at a Time 

Manufacturing

Building Materials

Commercial Printing

Health Care

Business Services

Technology Services

Software Development

Financial Services

Media/Telecommunications