Keystone has one of the largest M&A databases containing thousands of private equity firms, family offices, strategic buyers, high net worth individuals, lenders and other M&A professionals

Our Emphasis;
“Maintaining strict confidentiality”

Our business transaction CPA is a nationally recognized expert for structuring complex M&A transactions

Our Commitment;
“Maximizing the transaction value for our clients”

Keystone’s M&A process is designed to sell your business to the buyer of your choice on the highest price and terms attainable in the marketplace

Our Guiding Principle;
“Maintaining integrity throughout the M&A process”

Keystone conducts extensive pro-active market research to uncover the best strategic buyers

The Keystone Difference;
“Experienced team, Extensive resources, Exceptional results”

Keystone prepares a detailed Confidential Information Memorandum to highlight your business in the best possible manner

The business is often a business owner’s most valuable asset, with Keystone’s experience you are assured the entire process is handled professionally from start to finish

Let Keystone carry the transaction burden so you remain focused on running the business

Keystone provides their clients with vast resources

Keystone has the experience to navigate the obstacles in selling your business

Keystone can prevent unexpected twists and turns from derailing your deal


The KEYSTONE team has a wealth of experience in business and M&A transactions to provide you with the resources you need. Of course, our dealmakers are experienced in negotiation and deal structure. But they also focus on the details that make the difference between a successful transaction and one that comes close. Our advisors give top priority to your interests and have first hand understanding of the needs of business owners. Since they have owned their own businesses, they are characterized as:

  • Experienced

  • Entrepreneurial

  • Determined

  • Committed to Success

Our team comes to the firm from varied backgrounds: regional entrepreneurship, corporate acquisitions, accounting and valuation. We are deeply involved in the business of mergers, acquisitions and business sales. We do careful analysis, conduct thorough research and pay careful attention to client needs. We participate in the leading business intermediary organizations and participate regularly in forums to improve our profession and ourselves.

Please find the contact information on each member of the KEYSTONE team below. Learn more by clicking on the picture to review their personal biography. We encourage you to contact a KEYSTONE advisor today!