Mergers & Acquisitions Advisory

Your business is your life's work. Let's find it the right next chapter.

Dundee M&A guides business owners through every stage of a sale — from valuation to closing — with discretion, expertise, and results.

Who We Are

Advisory built around you, not the transaction.

Dundee M&A is a boutique mergers and acquisitions advisory firm serving business owners navigating the most important transaction of their lives. We combine decades of experience buying, selling, building, and investing in companies with a process built specifically for privately owned businesses.

We work with a select number of clients at any given time — so when you engage Dundee, you get our full attention, our full network, and our full commitment to getting you the outcome you deserve.

"We don't just find buyers. We find the right buyers — and we know the difference."

What sets us apart
  • Boutique attention with broad market reach across buyers, private equity, and strategic acquirers
  • Every engagement is senior-led from first conversation to closing day — backed by a dedicated team of advisors, project managers, and analysts ensuring no detail is missed
  • Experience across manufacturing, distribution, services, technology, healthcare, and founder-led businesses
  • Transparent, milestone-based process from first conversation to closing day
  • Confidential marketing that protects your employees, customers, and competitive position
What We Do

Services designed for sellers.

Every engagement is tailored to your goals, your timeline, and the unique value your business has built over the years.

01
Sell-Side Advisory

End-to-end representation for business owners ready to sell. We manage every aspect of your transaction — buyer outreach, negotiations, due diligence, and closing — so you can stay focused on running your business.

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02
Business Valuation

Understand what your business is truly worth before you go to market. Our independent valuations are grounded in current market data, comparable transactions, and a deep understanding of how buyers think.

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03
Exit Readiness

Not ready to sell yet? We'll help you identify what's driving value, what needs improvement, and how to prepare your business for the strongest possible outcome.

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How It Works

A process built for clarity and confidence.

Selling a business is one of the most significant decisions you'll ever make. We make sure you understand every step before you take it.

1
Discovery

A confidential conversation to understand your goals, timeline, and what a successful outcome looks like for you.

2
Valuation

We analyze your financials, industry, and market position to establish a credible, defensible value range for your business.

3
Go to Market

Targeted, confidential outreach to qualified buyers — strategic acquirers, private equity, and family offices.

4
Close

We manage negotiations and due diligence through to a successful, fully documented closing on your behalf.

5
Legacy

The work isn't over — it's just beginning. Your next business, investing, philanthropy, and next-gen planning start here.

Client Voices

Owners who've been where you are.

I have worked with the team on both the buy and sell side. They have always been very responsive and willing to come up with creative ways to make sure a deal gets done. I strongly value their opinions because they have shown they care more about a long-term relationship than a one-off transaction.
Aaron
Owner, Scientific Equipment Supplier
We knew they would be there for us — screening for the right buyers that would be best for our company, our customers, and our vendors. The team was excellent in staying on top of all the paperwork requirements for all parties involved, and offered words of encouragement to keep us going to the finish line. We are forever grateful.
Julie
Owner, Epoxy Flooring Company
Their buyer network is impressive. We had four qualified offers within six weeks of going to market. Outstanding result.
Thomas K.
Co-Founder, Distribution Company — $31M Transaction
Select Transactions

A track record of results.

Representative transactions across industries. Details anonymized to protect client confidentiality.

Manufacturing · Sell-Side
Precision components manufacturer sold to strategic acquirer

Represented a 40-year-old family business in the sale to a national roll-up platform. Achieved a 7.2x EBITDA multiple with favorable transition terms for the founding family.

Professional Services · Sell-Side
Regional accounting firm acquired by private equity-backed platform

Managed a competitive process resulting in three letters of intent. Closed at a significant premium to initial market estimate, with the founder retained as managing partner.

Distribution · Sell-Side
Specialty distributor sale to strategic buyer

Introduced the business to an out-of-state strategic buyer not previously on the owner's radar. The buyer's synergies drove an above-market valuation and a clean, 90-day close.

Our Team

Senior advisors. Every engagement.

Your deal is led by experienced practitioners — not handed off. They work alongside a dedicated team of advisors, project managers, and analysts to make sure every detail is executed and every dollar of value is captured at the table.

Travis Sholin
Travis Sholin is the CEO of the Dundee family of companies. His life's work is guiding families through the full circle of wealth — from business exit to legacy planning and next-generation stewardship.
Travis Sholin
Senior Advisor / Partner
Mark Hasebroock
Mark Hasebroock is one of Omaha's most recognized entrepreneurs and investors, bringing decades of deal experience and a founder-first perspective to Dundee M&A.
Mark Hasebroock
Senior Advisor / Partner
Danny Woodhead
A 10-year NFL veteran and College Football Hall of Famer, Danny brings the same relentless work ethic and fierce negotiating edge to the deal table that defined his playing career.
Danny Woodhead
Senior Advisor / Partner
Paul Lanphier
Having personally navigated multiple business exits, Paul brings firsthand knowledge of what business owners experience on both sides of a transaction.
Paul Lanphier
Senior Advisor / Partner
Nancy Laug-Sholin
With over 40 years in financial services, Nancy brings unmatched depth of experience and a lifelong commitment to helping clients build and preserve wealth.
Nancy Laug-Sholin
Partner
Justin Sholin
A CFP® and investment analyst with deep expertise in wealth management, Justin brings rigorous research and a client-first approach to every engagement.
Justin Sholin
Partner
Hope Dogbevia
Hope brings over a decade of accounting and financial analysis experience, with deep expertise in small business valuation, bookkeeping, and transaction finance.
Hope Dogbevia
Director, Transaction Finance
Evan Massullo
With over a decade of operational experience, Evan understands that strong businesses are built on trusted relationships, clear communication, and consistent execution.
Evan Massullo
Director of Client Relations
Kobe keeps every deal moving — managing timelines, coordinating teams, and making sure nothing falls through the cracks from kickoff to close.
Kobe Ballard
Project Manager
Lana Trofholz
A former college athlete and 15-year accounting veteran, Lana specializes in advising high-net-worth families, entrepreneurs, and business enterprises.
Lana Trofholz
Deal Advisor / Accountant
Marcus Wagstaff
Marcus brings a decade of experience across Fortune 500 companies, family office wealth management, and small business — paired with a passion for financial literacy and client empowerment.
Marcus Wagstaff
Deal Advisor
Benjamin Sande
Benjamin brings over a decade of experience in wealth management, compliance, and client services — with a reputation for accuracy, leadership, and putting clients first.
Benjamin Sande
Client Relations Associate
Deleth Weaver
An Omaha native with over 10 years of accounting experience, Deleth specializes in individual and business tax returns and bookkeeping for business owners.
Deleth Weaver
Accounting Associate
Ashley Chowdhury
Ashley specializes in bookkeeping for business owners, with expertise in accounts receivable and payable for complex, high-volume operations.
Ashley Chowdhury
Accounting Associate
Brianna Ferraro
Brianna is the first voice you hear at Dundee M&A — a dedicated client services specialist and the liaison for all client needs.
Brianna Ferraro
Client Services Specialist
Frequently Asked Questions

Every question business owners ask us — answered.

From how long a sale takes to what happens after the wire clears, we've answered 30+ questions plainly and directly on our dedicated FAQ page.

View All FAQs
Owner Resources

What we wish every business owner knew before the conversation started.

Five in-depth guides for founders considering a sale — covering valuation, timing, what buyers want, how to maximize your value, and what happens to your wealth after you sell.

Read the Guides
Get in Touch

Every conversation is confidential.

Whether you're actively considering a sale or just starting to think about your options, we're happy to have a no-pressure conversation about what's possible for your business.

Get in Touch

Start a confidential conversation.

Every conversation is private. Tell us a little about your situation and we'll be in touch shortly.