Services

Stone Oak works with leading mid-market businesses to achieve their goal of maximizing value through M&A transactions.

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Our experience in advising on mid-market transactions contributes to an astute assessment of business value.

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Our counsel on mid-market acquisitions has assisted numerous business owners in achieving their growth objectives.

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Our expertise in executing sell-side transactions has helped business owners maximize value when selling all or part of their company.

OUR TEAM

Experienced, focused, and driven to maximize value.

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John Carvalho, CA, CBV, CF

President

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Colleen Dufresne

Senior Advisor

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Vince Gallant, CA, CBV

Senior Advisor

RECENT ARTICLES

Stone Oak strives to be at the forefront of thought leadership related to mergers and acquisitions. Here are a few of our most popular articles on the topic.

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Every deal has its own unique challenges, but just about every successful deal has three key elements in common.

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Grasping the basics of technical valuation can go a long way toward helping business owners increase the valuation of their business.

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Sellers tend to have no idea how buyers finance an acquisition, but a look inside can show a business owner what it takes to complete a deal.

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