Our Process

Our process has been refined over the last 17 years to ensure success through a pairing of deep industry expertise and a customized work plan tailored to your business.

Deep Industry Expertise

Every engagement is managed by a project leader with decades of experience in the IT and M&A space and supported by a core team throughout the length of the project. Unlike traditional investment bankers, our team is composed primarily of former owner-operators—some of whom are themselves former clients—who bring their own experience to each engagement and have learned our distinctive style of M&A that is directly tailored to the space.

Customized Work Plan


The martinwolf team manages each process using a highly-detailed work plan that is customized to your needs from start to finish. Known as our Customized Work Plan (CWP), this process map ensures consistent communication during every phase of the transaction and minimizes disruption to your day-to-day business operations while maximizing the chance of success. The result is a close rate that is significantly higher than the industry average, and conclusions that are the best possible outcomes for your business.

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