About Us
Closing deals & opening doors since 2002
Selling or buying a business can be an exhilarating life milestone—but it can also be fraught with confusion, stress, and overwhelm. Since 2002, we’ve put 100+ years of M&A experience to work for countless privately-held businesses to help them reach their goals.
Combining our proprietary process and intimate understanding of both the financial and human side of each transaction, we’re here to guide you through the exhilarating, sometimes nerve-wracking, always life-altering journey that is buying, selling, or recapitalizing your business.
Our Philosophy
M&A—the Calder Way
Our mission: to provide privately-held companies with the same level of sophisticated, custom M&A services often reserved for Fortune 100 companies. Here’s how we do it.
Experience
Decades of successful dealmaking inform our every move and word
With several decades of dealmaking under our belts, we know how to get deals to the finish line. Our team’s diverse professional and practical experiences—including owning businesses of their own—has taught us how to navigate not only the transactional aspects of a deal, but the human side, as well.
Integrity
Truth-tellers to the core, radical transparency runs in our blood
Our clients know and love us for our tell-it-like-it-is style. Like you, we care deeply about integrity and stand firmly by our commitments. We’ll work hard to understand your needs and goals. We only represent clients that we’re confident we can help and who are committed to seeing the process through.
Results
We vastly over-perform the market; the proof’s in the pudding
Our singular focus on helping our clients achieve their dreams has led to an impressive track record. Our clients’ success stories speak for themselves. So do our numbers. 85% of the businesses we represent sell within 12 months, compared to only 15-20% of those listed with brokers.
“Working with Calder has been the gift that keeps on giving…
They made sure we not only got the absolute best investor for our business—who has opened so many doors for us, who we gel with and have a blast working with—but that we structured the earnings and the payout in a way that benefits us into the future.
Plus, our employees are so excited to be part of a company worthy of someone who wants to invest in us, who believes in us. We are so grateful for the outcome of this deal. It’s a testament to the hard work and dedication of Cress and the entire Calder team.”
Ken Kelly, Kelly Roofing, LLC
“The folks at Calder are true partners — but more importantly, true friends.”
“I hired Calder because, quite simply, they’re the best out there. They paid attention to the smallest of details, not just in regards to my business, but to my personality and long-term goals, to help me find the best fit buyer. I consider them as true partners—but more importantly, as true friends. I’d work with them again in a heartbeat.”
Mark Schneider, Tri-State Grouting, LLC
Meet the partners
Some call us dealmakers
Others call us dream makers
Steve Wain
Partner
Susan Rosner
MBA, Partner
Sue Wain
Partner
Cress Diglio
Partner
Beyond the Deal
The Calder Difference
Here’s what sets us (far) apart from the rest.
A rigorous, process-driven approach to deal-sourcing and vetting of potential buyers or acquisitions.
A deep understanding of the the human side of every transaction & the synergies that drive deals.
A vast network of contacts
that enables us to cast a wide net, giving you more choices and better opportunities.
A proprietary Best Offer Marketing™ System to produce more bids, get the best value for your deal, and ensure that you find the perfect fit.
Deep experience across multiple industries, including service businesses, manufacturing, technology, distribution, healthcare, and more.
Being certified in M&A ensures every deal is fully vetted, limiting your risk and maximizing your peace of mind.
Our Services
All in a day’s work
For mid-market businesses in the 5M-100M revenue range, we offer a wide array of highly personalized M&A advisory and consulting services.
- Sell-side representation
- Buy-side representation
- Business Valuation
- Deal Marketing Material Development
- Reviewing Potential Buyers
- Corporate review
- Drafting Letters of Intent
- Assisting in Negotiations
- Professional Party Recommendations (attorney, accountant, banking, financial planner)
- Due-diligence Management
- Acquiring Financing
- Deal Review and Compliance
- Closing Coordination
- Tax Planning
- Asset Allocation
- Post-Close Follow-Up
- Incorporation/LLC formation
How it works
Three steps to closing your deal—and opening the door to your next chapter
Step 1
Tell us your goals
We’re solely focused on making sure that you achieve your goals—whether it’s buying, selling, or growing your current business through an add-on acquisition.
Step 2
We strategize a plan
We develop a strategic plan and leverage our arsenal of resources and vast network to find you the best opportunity.
Step 3
Partner to close
& celebrate!
We bring all parties together to ensure the deal gets closed in a timely fashion, and that all parties walk away thrilled with the deal. Drinks are on us!