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Intelligent Advice Delivered With Integrity, Honesty And Above All, Loyalty To Our Clients.

Business Services

Within Business Services, our primary focus is on advisory and consulting firms which we have divided into five sub-sectors:

  • Accounting, auditing and tax
  • Engineering consulting
  • Human resources consulting
  • IT consulting
  • Management consulting

With the global and national professional services, IT, HR and engineering firmsall looking for growth, there is a stated objective by nearly every major professional services and consulting firm to use M&A to fuel that growth.

With 40 years of combined experience working in, and with, business services entities, we can not only help open doors for our clients but also navigate them through the challenges of transacting with global and national firms.

You need an advisor that understands the overall market, what each of the major buyers needs are and how to best prepare your company for a successful transaction.

With an insider’s view of how these firms work, their unique culture and how they acquire, Broadstone can provide valuable insight into:

  • Which of the professional service firm consolidators are seeking the expertise your company provides
  • Current valuations
  • Current deal structures
  • Positioning your company for sale
  • Negotiating terms of an agreement that will enable your company to bride the transition to, and flourish within, a larger firm

Most Active Acquirers (Last 3 Years)

Smart Employee Benefits/SOMOS 9

Smart Employee Benefits/SOMOS

Deloitte 7






PwC 6


People Corporation 5

People Corporation


With have worked with many companies in the consumer sector. Our recent experience has been with the following sub-sectors:

  • Food & beverage
  • Insurance brokerage
  • Media & entertainment
  • Retail

We welcome the opportunity to discuss how our broad transactional experience and specific credentials in these sectors can meet your needs in an advisor.

"I have known and worked with Keith at PwC and now Broadstone for many years and know him to be a highly capable and creative M&A professional with the utmost integrity. My experience has confirmed both his extensive M&A expertise and industry knowledge and I am very happy to recommend him." - Jeremy Kendall, Chairman, Sunopta


Last year marked the second consecutive year of increased North American technology M&A activity, both in terms of deal value and volume, and 2012 is set to continue this upward trend with many strategic as well as financial acquirers predicting to invest more in M&A.

Over the years, our professionals have developed global relationships with leading technology companies and financial investors.

Our technology-focused background and experience enables us to understand technology companies, to effectively

communicate with potential buyers, sellers or funders and to successfully position, present and evaluate potential transactions.

Through understanding competitive dynamics, identifying potential parties in mergers and acquisitions, restructuring or capital raising transactions, gathering market and industry specific intelligence and recognizing key industry trends, we are able to offer a level of depth that enables our clients to better evaluate and execute on their strategic alternatives.

Broadstone Partners provides independent advice to clients in a range of technology sectors, with particular emphasis on the following sub-segments: Enterprise Software, Infrastructure Software, Healthcare IT and Services, Education, IT Security and Compliance, IT Services, Financial Technology, Media and Internet, Telecom and Internet Infrastructure.

We have advised companies on M&A transactions with some of the world’s largest technology firms including:

Microsoft Actuate Filenet McAfee Texas Instruments