Leadership
Marcuson-Beck & Associates M&A Advisory Services LLC, is a boutique M&A Advisory and deal sourcing resource. We provide experienced insight and expert advisory to financial services professionals and businesses for growth, new market penetration, service line diversification, talent acquisition and succession planning. Clients benefit from our unique combination of valuable perspectives gained from serving in senior leadership, workforce planning, project management and sales roles. MBA’s ability to deliver results stem from our well-established relationships with private equity groups, banks, family estates, corporate law firms, individual investors, wealth mangers and small to mid-size enterprises. We are experts in mergers & acquisitions, specific to deal sourcing, transitional workforce planning, business strategy and execution, we partner with our clients and deliver a holistic consulting experience to help them achieve desired results.
Stewart Allen
Managing Member
As a Managing Member, Stewart brings 25+ years of experience.
Specializes in:
- Acquisition or merger of Professional Services Firms, Client Engagements
- Buy-side & Sell-side Engagements
- CPA practice valuation/tax/audit/public company audits/bookkeeping/write-up/payroll processing
- Commercial IT Services
- Commercial & Residential Real Estate Management
- Staffing/Recruiting Agencies
- Home Healthcare Agencies
- Deal Structure, project planning & integration
- Recruiting/workforce planning/succession planning
907 830-3663
Douglas Hardy
M&A Consultant
Douglas brings 10+ years of experience with him to the team.
Specializes in:
- Acquisition or merger of Professional Services Firms, Client Engagements
- Buy-side & Sell-side Engagements
- CPA practice valuation/tax/audit/public company audits/bookkeeping/write-up/payroll processing
- Commercial IT Services
- Commercial & Residential Real Estate Management
- Staffing/Recruiting Agencies
- Deal Structure, project planning & integration
- Recruiting/workforce planning/succession planning
907 830-3663
Marcuson-Beck is driven by the purpose of maximizing Value to our Clients. Our team consists of experienced business consultants, recruiters, research analysts and administrative support staff who are dedicated to consistently providing best-in-class services.
We work on transactions every day, 52 weeks a year, closing 12-15 transactions annually. Our deals facilitate the acquisition of top talent, increased market share, new revenue streams, returning increased shareholder value and adding tens of millions of dollars to our client’s top line.