M&A advisory for private company owners · Since 2001
We represent the owner. Never the other side.
William & Henry Associates advises owners of private and family businesses on selling their companies, recapitalizations and acquisitions. We don’t take private equity firms or corporate buyers as clients, so we can push them as hard as your deal requires.
- Founded
- 2001, Los Angeles
- Transactions
- 300+ completed by WH professionals
- Capital raised
- $6B+ in debt and equity over our careers
- Prior firms
- Salomon Brothers, Schroder Wertheim, Barrington Associates
Why owners hire us
Built for the owner’s side of the table
No conflicts with buyers
Many banks also court private equity firms and corporate acquirers for future business. We don’t. The buyer across the table is never a relationship we are protecting, so we can be as tough as your deal needs.
The bankers you meet run your deal
The senior team that wins your engagement is the team that executes it. Dave Iannini leads every WH engagement, and you will have each team member’s cell number from day one.
A process built for your company
No two businesses or sales are alike. We shape the buyer list, materials and timing around your company, your people and your goals, and we hold off on deadlines until real interest has built.
Selected transactions
Owners we have represented
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Recapitalization
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Sale
In our clients’ words
What a well-run process looks like
In six months, they contacted 200 buyers/investors, arranged meetings with 20 and we had 10 offers.
We had several offers over the years, all far below our price expectations. William & Henry ran a process that yielded values 30-40% higher than any previous offers.
We were a 110 year old company so selecting the best advisor was paramount. We interviewed dozens. William & Henry understands the family business dynamic.
Services
Advice for the biggest transaction of your career
Selling a business is often the most important financial decision an owner ever makes. We advise on the whole range of ownership transitions, from a full sale to a partial recapitalization years ahead of retirement.
How we work- Selling your companyFull or majority sales to strategic buyers, private equity firms and family offices.
- Recapitalizations and partial salesTake money off the table, keep a stake, and get a second bite when the company sells again.
- AcquisitionsFor owners growing by acquisition: targets, valuation, negotiation and closing.
- Management buyoutsTransferring ownership to the team that runs the business.
- Exit planning and valuationPreparing years ahead, so buyers find a company that is ready to sell.
- Fairness opinionsIndependent opinions on the fairness of a transaction for boards, shareholders and trustees.
Senior team
Led by senior bankers
David J. IanniniChairman, President & CEODave founded William & Henry in 2001 after senior roles at Salomon Brothers, Schroder Wertheim, Barrington Associates and Greif & Co. He leads every WH engagement.
Yael LustmannManaging DirectorFormer senior corporate attorney at Debevoise & Plimpton and Bingham McCutchen, with more than 20 years across M&A, financing and restructuring transactions.
Thinking about a sale, now or in five years?
The best outcomes start early. A first conversation is confidential, and there is no obligation.