Built for the owners and buyers with the most at stake
Mergent Advisory was founded on a simple observation: the owners and buyers with the most personal capital at risk are usually the ones with the least access to real diligence and financial leadership. Our partners bring public accounting, corporate M&A and independent valuation experience to privately held businesses. Based in Phoenix, we serve clients across the United States.
To give privately held businesses access to the financial expertise, analytical rigor and transaction experience usually reserved for companies large enough to retain a Big Four firm, sized and priced for the businesses we serve.
To be the financial advisory partner business owners across the United States trust most, combining institutional-quality analysis with the responsiveness of a boutique firm.
Six principles behind every report we sign
Facts before opinions
Every conclusion traces back to verifiable, sourced information.
Data before assumptions
We go with what the numbers show, and label every assumption as one.
Transparency builds trust
You see the work, the sources and the judgment calls, not just the conclusion.
Simplicity over complexity
Complexity that doesn't change the answer isn't rigor. It's noise.
Recommendations must be actionable
The work is finished when you know exactly what to do next, and can do it.
Advisors, not just analysts
We take a position, make a recommendation and stand behind it.
Start with a conversation.
No cost and no pressure, and an honest read on whether we're the right fit. If we're not, we'll tell you.