At Caber Hill Advisors, we’re deeply thankful for the clients and relationships that inspire our work every day. At this time of the year, we like to look back and recognize some of the incredible organizations we've advised as they've embarked on their next chapter. "Finding the right partner was incredibly important to us," said Dr. Scherrer, President of Racine Dental Group. "Caber Hill Advisors not only helped us secure great financial terms in our deal, but they also understood the importance we placed on our legacy in the community." Thank you for letting us be part of your journey! Read more about our work with Racine Dental Group: https://lnkd.in/gcrBqfdN And learn more about how we support middle-market healthcare clients here: https://lnkd.in/gseHRNQr
Caber Hill Advisors
Investment Banking
Chicago, Illinois 1,649 followers
Forward-Thinking Guidance & Expertise
About us
Caber Hill Advisors is committed to working with business owners so they can successfully fulfill their personal and professional legacies. We serve small and middle market companies, in very specific verticals, who want to either sell their business or make an acquisition. Our firm's innovative approach combines the best elements of the local business brokerage community and the large, very expensive investment banks. The result is that our clients receive individualized attention and expert guidance specific to their industries. Our professionals have all worked in the markets we now serve, and while each individual has a strong track record of successful transactions, we're not just "deal guys". In fact, each of us has either owned a business, grown up in a family business, or personally invested in small companies. This gives us a deeper understanding of the challenges facing business owners and allows us to focus on more than just closing the deal. Our clients report that they rely on us for our industry depth and willingness to supply analysis that is necessary but often unavailable to them. Additionally, many of our clients are very much concerned with their legacies - in addition to the returns they generate. We understand that and work with them to make certain they achieve the intangibles as well as the desired financial results.
- Website
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https://www.caberhill.com
External link for Caber Hill Advisors
- Industry
- Investment Banking
- Company size
- 2-10 employees
- Headquarters
- Chicago, Illinois
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Mergers & Acquisitions, Business Development, Business Valuation, and Business Strategy
Locations
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Primary
820 W JACKSON BLVD
Chicago, Illinois 60607, US
Employees at Caber Hill Advisors
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Maria G Melone
M&A Strategist, Valuation Expert and Healthcare Middle Market Advisor
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Craig Castelli
Founder & CEO of Caber Hill Advisors | Filling the void between business brokerage and investment banking
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David Ogurek
Director of Caber Hill Advisors | Certified Valuation Analyst (CVA)
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PETER J. HOLTON, MA, CMAA®
Managing Director at Caber Hill Advisors, M&A expert in the Facility Service and Manufacturing industries
Updates
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We recently surveyed partners at private equity firms to understand the current interest, sentiment, and outlook of the middle and lower-middle M&A market among some of its most active buyers. Our main goal? Give the business owners who we advise the best possible advice — backed up by data collected from our network of buyers — to this question: is now a good time to sell my business? In short: yes. Our analysis of the survey data reinforces other signals we've seen that point to a seller's market. Investors are optimistic for an overall stronger M&A market in 2025, citing main factors such as macro-economic growth, falling interest rates, and an abundance of available capital (or dry powder) that needs to be deployed. None of our survey respondents believe the 2025 M&A will be weaker than last year — 1 in 4 think it will be the same, while 3 out of 4 think it will be stronger to some degree. We're releasing the full results in January. If you're interested in a preview, send us a message. #MiddleMarket #MergersAndAcquisitions
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The medical aesthetics industry is undergoing rapid transformation, with new advancements, increased demand, and evolving patient expectations driving significant growth. Investors are taking notice, seeking opportunities to support innovative practices and fuel industry expansion. In our latest strategy article, we delve into how these dynamics are reshaping the field and explore strategies for maximizing growth in this thriving sector. Download the accompanying whitepaper to gain deeper insights into the trends shaping the future of medical aesthetics: https://lnkd.in/gpeBsBcu Or reach out to Managing Director Maria G Melone to discuss opportunities in the space: https://lnkd.in/ewywadZm #PrivateEquity #MedicalAesthetics #HealthcareInnovation
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Selling your business to private equity is a major milestone, but are you truly prepared to make the leap? Entrepreneurs often miss critical steps that can impact deal success. In our latest article, private equity partners share the most common oversights, including insufficient financial documentation, weak management teams, and unaddressed red flags. These experts offer actionable advice to help sellers avoid costly mistakes and maximize their company's value. Get the full breakdown of what to prioritize before you sell: https://lnkd.in/gV-uheRi #PrivateEquity #PlatformInvestment #MergersAndAcquisitions #MiddleMarket #BusinessAdvisors
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Our team had a great time sponsoring Building Service Contractors Association International (BSCAI)'s Contracting Success Conference this year. Check out the photos below!
Managing Director at Caber Hill Advisors, M&A expert in the Facility Service and Manufacturing industries
Caber Hill Advisors has been a member of Building Service Contractors Association International (BSCAI) for 10 years. We are proud to be a sponsor this year for the convention in Las Vegas this week, what a great event! #janitorial #cleaningindustry #mergersandacquisitions
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Not every company is positioned to become a platform investment—an opportunity that requires scale, a strong and experienced management team, and significant growth potential. In our latest article, private equity partners reveal the key indicators they evaluate when determining whether a business is ready to serve as a foundation for a larger portfolio. From operational efficiency and infrastructure to acquisition experience, these experts provide insights into what makes a company an attractive platform investment and how business owners can prepare for this role. Read more about the criteria that shape these high-impact decisions: https://lnkd.in/gSgCgvvH #PrivateEquity #PlatformInvestment #MergersAndAcquisitions #MiddleMarket #BusinessAdvisors
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Caber Hill Advisors is proud to sponsor the 2024 Building Service Contractors Association International (BSCAI) Contracting Success Conference, taking place this week in Las Vegas. As trusted advisors in M&A for business owners and entrepreneurs, we’re excited to support an event that brings together leaders from across the building service industry. Craig Castelli and Managing Director, PETER J. HOLTON, MA, CMAA®, will be attending the conference and look forward to connecting with attendees to discuss growth strategies, market trends, and the M&A opportunities shaping the industry. If you’re attending the conference, don’t hesitate to say hello or reach out to Craig or Peter. We look forward to seeing you there! Learn more about the conference here: https://lnkd.in/dq7WTFk
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Listen/watch our very own Director David Ogurek! If you're interested in learning what an exit might look like for you in today's market, connect with him here: https://lnkd.in/gc5RygRr
Neuroscientist turned Investor | Multifamily Syndicator | Podcast Host | Partnering with busy professionals to invest in top real estate deals.
I recently had the pleasure of hosting David Ogurek, Director of Caper Hill Advisors, on the Phoenix Prosperity Podcast. David shared his expert insights on how middle-market businesses can successfully plan and execute their exit strategies, and it was an enlightening conversation. During the episode, we discussed: The critical importance of early exit planning How businesses can prepare their financials to maximize value Trends in the healthcare and industrial sectors The challenges and timelines business owners can expect when selling If you’re a business owner, or know someone considering an exit, I highly recommend tuning in. David provided valuable advice on navigating the complexities of mergers and acquisitions in today’s market. 🎧 Listen on Apple Podcasts: https://lnkd.in/gXMxjnty 📺 Watch on YouTube: https://lnkd.in/gZEykNpt Are you a successful Phoenix-based business owner with insights to share? Apply to be a guest on https://lnkd.in/geWAS5vW and reach an audience eager to learn about you. #BusinessExit #ExitStrategy #MergersAndAcquisitions #PhoenixProsperityPodcast #BusinessGrowth #CaperHillAdvisors #PodcastInterview
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If you're attending ACG Boston’s annual Healthcare Forum on November 19, look for our Managing Director Maria G Melone, who will be speaking as a panelist to share her extensive healthcare M&A expertise and insights—particularly on healthcare growth and investment opportunities. Connect with Maria here: https://lnkd.in/ewywadZm
Join us for ACG Boston’s annual Healthcare Forum on November 19, 2024, gathering #investors and #advisors all working to support innovation and growth in the #healthcare industry. Hear a panel discussion on the recent regulatory changes impacting #privateequity investments in healthcare, followed by a keynote highlighting the AI innovations transforming the healthcare industry, and a lively cocktail reception to close out the day. https://lnkd.in/eqz2xqBs Sponsored by G-P and Troutman Pepper
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Great perspective from our very own Jordan Gerber. Connect with him 👉 https://lnkd.in/ghuznBsN
Robert Connolly recently talked with Jordan Gerber, a Managing Director at Caber Hill Advisors, about the current state of lower middle market M&A activity, what sellers can expect when considering a sale, and how his background helps him advise sellers. https://lnkd.in/eg5qsdn5