Weatherly is a leading provider of merger and acquisition advisory services and has raised over $300 million in private equity capital for private and closely-held public companies. Typically it advises companies with values between $10 and $150 million.

Emphasizing client service, industry expertise, and professional transaction execution, Weatherly advises small to mid-sized companies on important financial and strategic issues.


  • Evaluation of strategic alternatives for maximizing shareholder value and generations of shareholder liquidity when desired;
  • Structuring of recapitalization to:
    - provide liquidity to shareholders
    - transfer wealth within a family or ownership group while retaining corporate control
    - achieve estate planning objectives;
  • Evaluation and assistance with strategic acquisitions inclusive of management evaluation;
  • Execution of corporate divestitures or sales;
  • Assistance with funding requirements.