Tillerman & Co. provides investment and merchant banking services to middle-market businesses. We specialize in helping closely held companies with mergers and acquisitions, capital sourcing and transaction support. Our approach is based on guiding clients with solid strategy, creative solutions, honest communication and exceptional service.  

We focus on transactions valued between $3 million and $75 million in the manufacturing, distribution, agribusiness, energy, business services and consumer products sectors. Our partners have considerable experience consulting with and operating privately held and family-owned companies.  We have worked on both the buy-side and the sell-side, having advised on hundreds of successful transactions over the years.

Through our work with closely held and family-owned businesses, we see an increasing number of owners who are interested in selling their company to a buyer who will maintain the jobs, culture and connection to the community where the business was built. Tillerman & Co. works with these owners to create transactions that will preserve jobs and the company’s heritage, while maximizing returns.

The principals of Tillerman & Co. have also done many of our own deals over the years as business owners, corporate executives and merchant bankers. In other words: we’ve been in your shoes and understand that it’s not just about “the deal” -- it’s about your business and its long-term success.

Download a 2-page summary of our services and team. (PDF)