Schwalb Corporate Advisory

Schwalb Corporate Advisory provides focused M&A and transaction advisory for owners of closely held businesses, with particular strength in manufacturing, logistics, and industrial services. Founded in 2009 as an affiliate of Schwalb Realty Group, our advisory practice was created to serve business owners whose operating companies and real estate strategies are deeply connected. View services>>

Who We Advise

We advise entrepreneurs, family-owned businesses, and private operators through growth, acquisition, and ownership transitions. Our work spans confidential business sales, strategic acquisitions, and succession planning, with disciplined execution from positioning through closing.

Our Process

Our process is highly targeted. We conduct focused research, manage confidential outreach, and apply specialized negotiation techniques to protect value and drive results. Unlike broadly marketed processes, our engagements emphasize precision, discretion, and long-term alignment.

As part of the broader Schwalb platform, we offer a unique perspective that integrates operating business value with real estate strategy, portfolio positioning, and capital deployment. Every engagement is grounded in genuine relationships and a commitment to enduring outcomes.

Mergers & Acquisitions Advisory From evaluating strategic opportunities to executing complex transactions, Schwalb Corporate Advisory provides discreet, hands-on guidance to help clients acquire or divest operating businesses and maximize long-term value. Seller Representation for Business Sales From initial valuation through closing, Schwalb Corporate Advisory provides discreet, hands-on guidance to position businesses for sale, manage buyer engagement, and execute transactions that maximize value and ensure a smooth transition. Buyer Representation & Deal Sourcing Focused on identifying and securing the right opportunities, Schwalb Corporate Advisory provides targeted deal sourcing, disciplined evaluation, and strategic negotiation to help clients acquire businesses aligned with their growth objectives. Valuation & Exit Planning From understanding current business value to preparing for a successful transition, Schwalb Corporate Advisory provides strategic planning, financial analysis, and hands-on guidance to help owners maximize value and execute a well-timed exit. Capital & Ownership Advisory From structuring ownership to aligning capital partners, Schwalb Corporate Advisory provides strategic guidance and tailored solutions to help clients optimize capital, clarify ownership structures, and position investments for long-term success. Advisory Board Services Providing experienced, objective perspective, Schwalb Corporate Advisory supports leadership teams with strategic insight, governance guidance, and ongoing advisory to help businesses navigate growth, challenges, and long-term decision-making.

Ready to discuss your transition strategy?

Connect with our Corporate Advisory Team