About Sovereign M&A Coaching and Referrals

Built for the small to midsize market

Sovereign M&A Coaching & Referrals is committed to helping business owners get up-to-speed quickly and take control of their M&A process whether they ultimately decide to hire an investment banker/broker or go-it-alone.

Meet Your Advisor

My name is Graham Gilbert. My family and I live part-time in Florida and also spend a lot of time in Chicago, which we would call home. For the better part of the past 15 years, I have worked directly with buyers and sellers of small to medium sized businesses. The common takeaway has been that sellers, while world-class business operators, could use help getting up to speed when it comes to M&A. Yes, that’s the role that investment bankers and brokers are supposed to fill. But, if you’re planning on engaging an investment banker, how do you know which one to hire and how to structure their fee? Let’s face it. Investment bankers and brokers are paid handsomely – $300,000 on the low end to $1,000,000 and upward from there. For that type of money, wouldn’t you want to know who’s actually good and how to maximize the return on your investment? 

 

For those individuals or companies interested in acquisition themselves, I can help there as well. I have a full-time job helping one of the largest facility services companies in the country execute on its M&A strategy. In my free time, I want to help you. 

My pricing model is refreshingly simple: one hourly rate, no retainer, no kickers, no 24-month tails, no backdoor referral fees.