Why Wharton

Why Clients Choose the Wharton MidMarket Advisors

  • Client Dedication

Wharton Midmarket Advisors is dedicated to helping its clients meet their corporate finance and strategic objectives. We only accept engagements that we believe we will be successful in achieving our client’s objectives.

  • Financial Advisory Experience

Our Managing Directors have extensive experience in, and knowledge of, the critical aspects of private capital markets and mergers & acquisitions. Our bankers have:

  • On average over 20 years of experience in both strategic and financial transactions.
  • Understanding the unique challenges of the industries we serve.
  • The experience to be able to articulate the uniqueness and value drivers our clients offer.
  • Sector Focus

We pride ourselves on our deep understanding of the unique needs and objectives of differentiated middle market manufacturing companies.

  • Access to Investors and Strategic Buyers

Wharton MidMarket Advisors possesses an expansive network and deep relationships with leading institutional investors and strategic buyers. Our deep relationships enable us to typically expose our clients to well funded strategic buyers that others firms cannot.

  • Focused and Dedicated Senior Resources

You will receive committed attention from senior professionals throughout the transaction process. Clients not only get an Experienced Managing Director leading their engagements but also working their engagements. Our firm does not use junior associates to run transactions.

  • Proven Track Record

We have a proven track record of meeting clients’ goals and objectives, and closing deals expeditiously.

  • Creative and Customized Solutions

We tailor each engagement to meet the specific personal and business goals of our clients; our primary goal is to execute the best transaction possible for our client.

  • Preparing for Sale

We advise clients on specific actions to prepare their business for sale and accurately present prospects, and position our clients with potential buyers or investors to realize the highest possible value.

  • Registered FINRA Broker-Dealer

Our affiliate Wharton Midmarket Securities Inc. is a licensed broker-dealer with the Financial Industry Regulatory Authority (FINRA).