About Us

At Norton Jackson, we help identify the issues related to the goals of business owners, work with them to define priorities and develop a comprehensive action plan and timeline. We complement the business owner’s existing advisors to help educate, evaluate, strategize and execute on transactions that meet shareholder goals.

The partners at Norton Jackson have advised owners, management, boards of directors, and investors of private and middle-market companies to help achieve their growth and transition objectives.

We recognize the personal and emotional investment business owners have in their companies. Our seasoned professionals will work hard to become a trusted advisor, offering innovative solutions, driving positive results for our clients through honest and independent advice.

We provide services directly to business owners, as well as support their trusted advisors including bankers, attorneys, accountants and wealth advisors. Norton Jackson brings ideas to the table, help their clients understand transaction alternatives, evaluate pros & cons and then see the transaction through to conclusion.

We can help strengthen client relationships by providing creative strategies for growing, transitioning or sustaining a clients’ business. Our team of professionals provide objective corporate finance and investment banking advisory services to owners of privately held businesses contemplating the fractional or total transition of ownership to employees, managers or outside buyers. We excel at listening and understanding the needs of advisor’s clients, and can construct a transaction that is optimal for their particular situation.

We have experience in structuring all types of customized ownership transition strategies, and can help support advisor’s client engagements. Whether advisor clients need assistance with a valuation, an ESOP feasibility analysis, equity incentive plan, or mergers and acquisitions (M&A), they can feel confident that our unbiased guidance will help achieve the goals of their client.

Interested in learning more about selling your business, enhancing its value or buying another?  Please contact us to schedule a confidential, no obligation conversation.