Mergers & Acquisitions Advisors
Specialists in Selling Businesses
Operating with strict integrity and confidentiality, AdvantEdge Advisors delivers results for our clients. For business sellers, we employ a time-tested and proven marketing system and competitive sales process to obtain the highest price and best terms available. For business buyers, we locate and screen multiple high-quality opportunities to pursue—and can help to find business partners and lenders for the purchase.
Focused on clients in the Pacific and Intermountain Northwest, we offer the experience, resources, and customized approach of a middle-market investment banker. All our principal advisors have been business owners themselves. We understand our client’s viewpoint, from personal experience. Our combination of business ownership experience and dealmaking expertise is the edge that assures you maximum value—and we’ve proven our ability to deliver that result, time and time again.
Computer Power & Service, Inc. acquired by JEB, Inc.
Image Labs International acquired by Reflect Scientific, Inc.
Inland Empire Fire Protection acquired by Choggiung Limited
Quality Supply, Inc. acquired by Murdoch’s Ranch & Home Supply, LLC.
Stringliner Corporation acquired by U.S. Tape Company, Inc.
Hunter Bay Coffee Roasters acquired by Arizona Coffee Roasting, LLC.
Northern Services, Inc. acquired by Northern Oilfield Services, Inc.
Electro Controls, Inc. acquired by Valley Electrical Contracting, Inc.
Matson’s Laboratory, LLC acquired by Matt & Carolyn Nistler
Bitterroot Plumbing, Heating and Electric, Inc. acquired by Clearwater Services Incorporated
Headwater Lining acquired by Mungas Co, Inc.
Carver Engineering acquired by Tom Cowan
Johnson Fabrication acquired by Knick Machining
Montana Mast Company acquired by Montana Laser, Inc.
Pfau Feeds acquired by Black Diamond Marketing, Inc.
Frontier Windows & Doors acquired by Western Frontier Properties, Inc.
Mikes HVAC acquired by Brennan Heating & Air Conditioning
H&H Crane Service, Inc. acquired by NCSG Crane & Heavy Haul Services, Inc.
$128,000,000 in closed transaction value
We specialize in helping companies with revenues $10 - $100 million.
Success fee model
We work for results and we align our interests with yours.
Proven track record
We have dozens of testimonials and recommendations on file.
Experience & methodology that deliver results
Our average price received by sellers exceeds the independent valuation.
55 years of collective experience
Our three dealmakers have a combined half a century of deal making experience.
Free Value Assessment
We’ll help you with a free estimate of value…and what you can do to increase it.
Understanding True Value
What's your business worth?
Would you like to understand how your company compares to others in the same industry–in the eyes of a buyer? How about what strengths and weaknesses should be addressed, in presenting your company to the market?
"I first began working with Bob Heffner when I was attempting to purchase an oilfield service company in northeast Montana. . .Bob got my deal closed at a time when the SBA was approving less than 15% of the deals presented and banks were approving even less. If you have identified a business and you are ready to act, you will need and want Bob Heffner in your corner representing your interests."Bart Horner, Northern Oilfield Services, Inc.
"I found Alan to be quite knowledgeable about the host of issues required to bring a deal to completion. He made convincing arguments about the value of a prospective acquisition, mediated delicate issues effectively and came up with creative structural advice for me as an absentee owner to team up with key management."Darrin Erdahl, Erdahl Holdings
"AdvantEdge Advisor's knowledge, advice, and commitment to helping me achieve my desired goals were exemplary. Results exceeded expectations, with the final price coming in 32% above the highest end of the range predicted by our business valuation report. I highly recommend Bob Heffner and the AdvantEdge team if you are considering a business sale or acquisition in your future."John Dwyer, Computer Power and Service, Inc.
"Not only is he patient, diligent and refined, Alan is also an excellent communicator who is highly capable of managing the transactional intricacies that arose with a multifaceted international buyer."Dennis Carver, Carver Engineering
"Your experience and advice were invaluable and have allowed the merged organization to realize new opportunities almost immediately."Kelly Nurse, Valley Electrical Contracting, Inc.
"Your approach to marketing the businesses and negotiation for the best price possible were solid and we feel certain that your help allowed us to realize almost 30% more from the sale than we would have if we’d followed the suggestions of our accountant and simply set a price."Dave & Suzanne Peterson, Quality Supply
"Not only does its principal Alan Tronson conduct business with high integrity and acumen, he understands deeply today's competitive market environment and how to position a company to sell at the best price."David L. Goetz, President ~ CZ Marketing
"Stringliner Company retained Robert Heffner to sell our company in February of 2013. [Bob] sold the company within 1 year of the contract, at the expected price plus an additional “earn out” to be paid in each of the next two years. We would like to commend him for his expertise in getting the job done. He was invaluable when it came to working with the buyer of our company. He was concise, patient, and professional and he certainly worked hard for us in the many dealings that go with the sale of a company."Wesley F. Black, Stringliner Company
"I sold my business through the services of Alan Tronson and his firm. I had tried to sell it myself for quite some time without success. Alan provided outstanding financial analysis and prepared excellent marketing materials."David L. Johnson, Johnson Fabrication
Offices in Missoula and Spokane
Serving the Intermountain Northwest
AdvantEdge Advisors has locations in Spokane, Washington and Missoula, Montana. We serve companies in the Pacific and Intermountain Northwest, representing area clients to buyers and sellers nationwide and internationally. Our core service territory includes the states of Washington, Idaho, Montana, North Dakota and South Dakota.
Cities where we’ve closed transactions and are well-established with both buyers and sellers include (among others): Seattle, Everett and Spokane, Washington; Boise and Couer d’Alene, Idaho; Missoula, Kalispell, Bozeman, Great Falls and Billings, Montana; Williston, Minot and Dickinson, North Dakota; and Rapid City, South Dakota.
Scott has personally facilitated transactions with over $66 million in consideration, as well as been in a support role in dozens of additional transactions. As well as holding an MBA, Scott is also a Certified Merger and Acquisition Advisor (CMAA) from the Alliance of Mergers and Acquisitions Advisors, and a Certified Business Intermediary (CBI) from International Business Brokers Association.
Robert Heffner’s expertise as a senior M&A Advisor builds on his extensive and varied experience as a business owner (in building construction and in retail foods), economic development chief (at the Montana Department of Commerce), commercial banker, and acquisition finance consultant.
Leading the organization, Alan Tronson, has advised companies to successfully acquire and enhance value for over 30 years including a long tenure as a CPA in public practice. He has helped hundreds of businesses with their transactional needs and exit strategy planning.