Recent Select Transactions
A&D Global Advisors has a proven track record of successfully navigating complex transactions across diverse industries, delivering exceptional results for our clients
Note : Some of the transactions shown were executed by A&D Global's team during their tenure at other firms or through an independent, unaffiliated registered broker-dealer.
Going through a sale without experienced M&A advisors would have been a mistake. The team at A&D ran a structured, competitive process that brought multiple serious buyers to the table and kept negotiations disciplined from start to finish. The A&D team were not only keeping track of big picture progress but went deep in to the details as needed as well. Their approach ensured we didn’t just get a deal done - we got the right outcome.
Arthur Gruen
CEO , Broker Online Exchange
Marketing an enterprise is no easy task. After much due diligence, choosing A&D felt natural and proved wise. Any great organization is only as great as the depth of its management team and that’s exactly what Vin and Fernando brought to a very delicate and important process. Their skillset is what tipped the scale to help us achieve ultimate success . They found real buyers, kept them organized, and negotiations on track. This allowed our team to remain focused on running the business without interruption. Ultimately, their expertise led us to a spectacular outcome; one that we could have unlikely achieved without their steady guidance.
Nick Jerge and John Ludtka
Owners, New Wave Energy
Running a disciplined investment banking process made all the difference for us. As a Canadian seller navigating a transaction with a U.S. based buyer, the cross-border complexity added another layer of challenge - but A&D managed it seamlessly. They attracted multiple serious buyers, controlled the narrative on both sides of the border and kept negotiations focused squarely on what mattered most to us. Their ability to balance strategy with hands-on execution ensured we secured the right partner and the right terms.
Wayne Burke
Chief Executive Officer, DNE Resources
Vin and Fernando worked diligently on materials preparation and ran a hard sprint on outreach to identify the right buyer for a business that was non-core to Serco. They helped us reach a solid outcome and found a good home for this line of business.
Robert Wiecezak
VP - Corporate Development, Serco
Vin and Fernando are skilled at running an investment banking broad process. They were hands-on and always available through the process. Definitely would recommend using them.
Mari Reddy and Subash Sama
Founders, Znalytics
Vin and Fernando helped us monetize our investment in Reflective Energy Solutions, an energy broker. They created enough competitive tensions that we actually got a bidding war for the asset. Highly recommend them if you are trying to sell your company.
Steven Margulies
Founder and Managing Partner, Golden Mountain Investments
Vin and Fernando are a great team. They are true professionals that really understand the energy business. They were accessible and proactive. This really helped keep the process moving along and enabling us to make informed decisions throughout.
Kevin S. Lauterjung
Principal and Co-founder, Community Energy Advisors
Working with A&D was a great experience from start to finish. They took the time to understand our business and their team guided us through every step of the sale process with expertise and professionalism. We always felt like they had our best interests at heart, which made a huge difference. In the end, they kept the process moving swiftly and delivered strong results. I would recommend A&D Global Advisors to anyone looking to make a major transition with their business.
Paul Keene
Chief Executive Officer, Tomorrow Energy
Vin and Fernando were stalwart M&A advisors throughout the transaction of our portfolio company, Atlas Retail Energy. Their insight and knowledge in the retail energy space stood out, and they managed every stage of the process with enthusiasm while maintaining focus on our ultimate goal.
Craig Taylor
Founder, Iapetus Holdings (Owner of Atlas Retail Energy)
The testimonials presented herein do not guarantee future performance or success.
Securities-related services offered through an unaffiliated broker-dealer, M&A Securities Group, Inc., located at 4151 N Mulberry Dr, Ste 252, Kansas City, MO 64116.