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Mergers & Acquisitions

Our Mergers & Acquisitions Services give you advisory and execution of the complicated planning and due diligence you'll need to do before you sell or buy a company or asset, including exit strategies. We will help you locate and vet targeted acquisitions and qualified purchasers. We prepare and assist in selecting your transaction team.



We formulate your pre and post transaction strategy, including packaging documents and memorandums to promote and market your business or asset. We support negotiations and execute on critical path items. We assist you in the post transactional process of integrating people, processes and systems.


We provide advisory, strategy and formation of partnerships related to mergers, acquisitions and joint ventures. We draft narratives and memorandums to help us promote concepts and ideas, raise capital, place debt and recruit investors and partners.


Our clients choose us because we take a trusted interim executive's hands-on approach to the transaction and provide more than just typical M&A and brokerage services. Our non-disruptive approach allows our clients to run the important day to day business while the transaction is underway. 


Rich Zhang
Relationships/Business Development, The China Investor

Clients of mine whom have engaged his services regularly inform me of how Bernard goes the extra mile to correctly and fully represent their project.

Stefan Triandafilou

President, Marathon Services

Bernard assisted us in constructing a very comprehensive and informative investor package, including modeling an EB-5 compliant business plan, offering and a presentation deck.

Dayin Chen, Director of Investor Relations and Business Development,

Goldwater Regional Center

We received our I-924 and exemplar I-526 approval from the USCIS in 9 months without a request for further evidence (RFE)!!. We are thrilled with the results of Bernard’s work and our extraordinarily prompt approval.

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