About Us

Sun M&A was founded in 1999 to help business owners of privately-held companies, develop and execute a successful and rewarding exit strategy for their businesses.  Our founders recognized a void in the services available to this segment of the market. On one end of the spectrum, there are investment banking firms providing merger and acquisition services for companies with revenues in excess of a few hundred million.  Conversely, there are local business brokers that focus on smaller “mom and pop” and retail companies.

Sun Mergers and Acquisitions is a sell-side advisory firm focused on working with underserved lower mid-market and mid-market companies that fall between these two levels.  Our clients typically have invested much of their life’s work and have the majority of their net worth invested in their companies. They are understandably concerned about being in "unchartered waters" when it comes to the business sale process, especially given the likelihood that most acquirers are highly experienced in the acquisition process. We work closely with our business owner clients to orchestrate the entire business sale process from inception to completion, helping to maximize value, protect confidentiality and exit successfully.

The sale of a business is a once in a lifetime endeavor with major financial ramifications.  As a business owner, you cannot afford to experience a learning curve with so much at stake.   Over the years we have successfully helped hundreds of entrepreneurs in New York, New Jersey, Pennsylvania, Connecticut and other regions go through this life changing process to achieve a rewarding conclusion.