Mergers and Acquisition Services -- Consulting and Assistance

The Legacy Advisors team of acquisition and mergers experts is headed by Steve Balistreri, a former owner of Sun Cleaning Inc., in Milwaukee, and former vice president of finance at Marsden Holdings, and now affiliated with Blackthorne Partners. Based on that history, the Legacy team will guide you through M&A growth strategies appropriate for your business.  Based on their practical experience, Legacy Advisors will prioritize the thought processes and procedures you need to take.

The Legacy Advisors team will provide guidance by consulting on the likelihood that your business is a candidate for growth through the use to M&A methods.  

The Legacy team will provide guidance to questions such as:

• Is my business situated correctly for an acquisition?
• As an owner of a business, am I able to manage the ups and downs of this type of transaction?
• Does an acquisition or merger make sense for my business?
• Is timing right?
• What is the value of my business?
• Is there a market for the sale of my business?
• Why do I need a financial advisor with experience?
• What type of buyer is best for my business?

While at Sun Cleaning Systems, a large janitorial firm in Milwaukee, Wisconsin, Steve Balistreri purchased the following businesses: 

• Westech
• Building Maintenance Services
• Ceiling restorations
• Rex Clean- Appleton, Wis.
• BSG
• National Building Maintenance

While at Marsden Holdings, St. Paul, Steve Balistreri directed the purchase of:

• Al's Window Cleaning
• Brainard Lakes Cleaning and Supply
• Dependable Janitorial