Anchor Business Valuations & Financial Services, LLC

Anchor Business Valuations & Financial Services, LLC

2277 Trade Center Way, Suite 201 Naples, FL, 34109 United States

(Office) 239.324.0611 (direct) 239.919.3092 (Cell) 312.632.9144

Merger & Acquisitions

Anchor Business Valuations has over 15 years of experience working in mergers and acquisitions ("M&A").  The founder of Anchor, Trisch Gerber, began her career working on Wall Street at JP Morgan Chase in syndicated loans/underwriting and continued onto the M&A investment banking division at Lehman Brothers.  After many years of working on Wall Street, Trisch decided to take her expertise to Main Street to begin private company transaction work. Her passion for private company M&A transaction work continues to this day through the services offered at Anchor.  Anchor can help a business owner through every step of the sale or acquisition of a business. 

Some of the M&A services offered by Anchor include:

  • Annual Fair Market Value valuation report to determine and optimize desired value goals in preparation of ultimate sale

  • Investment Value determination

  • Synergistic Value determination

  • Target search and vetting

  • Target outreach

  • Transaction price negotiations

  • Due diligence facilitation

  • Post-sale merger

  • Valuation for SBA bank lending purposes