Partner Led. Private. Built Around Outcomes.
ExpertM&AAdvisoryforOwners&Investors
Werner Partners guides business owners and investors through successful middle-market transactions with strategic, independent insight and trusted relationships.
Trusted by Leading Firms
Werner Partners, Your Partner in Mid-Market Transactions
We help owners and investors achieve successful merger and acquisition outcomes across the United States. We shape each engagement to your objectives and provide a clear assessment of your business and the paths that deliver the strongest result, whether you are considering a sale, acquisition, or capital investment.
Advisory Designed for High-Stakes Decisions
Senior-led guidance across the full M&A lifecycle, tailored to your specific goals and circumstances. Partner-led guidance at every stage.
Sell-Side Due Care
Expert guidance for business owners preparing for a sale. We help you understand your options, position your company effectively, and manage a confidential process that protects value and legacy.
- Market and valuation insight
- Targeted buyer outreach
- Competitive leverage for price, structure, and terms
Buy-Side Advisory
Capital Solutions
Strategic Advisory & Valuation
Private Equity & Independent Sponsors
Consistent, thesis-aligned opportunities and buy-and-build support for PE firms and independent sponsors.
A Structured M&A Process
Our disciplined approach ensures clarity, control, and successful outcomes at every stage.
We start with a confidential conversation to understand your objectives, timeline, and what success looks like for you.
Our Transactions
A proven track record across the middle market. Explore examples of our successful transactions.
Corporate Technologies acquired Cloud Compliance Solutions
The acquisition strengthens Corporate Technologies' cloud-security, compliance automation, and managed-cloud capabilities for regulated and multi-site enterprises.
XMEK acquired Cupps Industrial Supply
The transaction expands XMEK's ability to provide integrated solutions and responsive MRO support across industrial end markets.
Redco acquired Verona Rubber
Verona contributes decades of molded and fabricated rubber expertise, expanding Redco's ability to deliver custom-engineered solutions.
ShoreView Industries invested in Frham Safety Products
Frham adds mission-critical safety equipment and contamination-control expertise, positioning the platform for growth across regulated industrial environments.
Sentech Sensors acquired Motion Sensors, Inc.
The acquisition enhances the ability to deliver high-reliability sensing solutions for aerospace, defense, and industrial OEMs.
Sila Services acquired Allied Experts
The acquisition enhances Sila's HVAC and home-performance capabilities in the Northeast market.
Industrial Service Group acquired National Mill Maintenance
The combination strengthens ISG's ability to support mission-critical facilities with comprehensive maintenance solutions.
Pharos Capital acquired RythMedix, Inc.
The acquisition enhances Pharos' medtech portfolio and supports broader adoption of remote monitoring across cardiology practices.
Akoya Capital & Trivest Partners acquired Peerless Fence Company
Peerless contributes decades of market presence, forming a strong foundation for expansion through geographic scaling.
4 State Trucks acquired Big Rig Chrome Shop
Big Rig Chrome Shop adds e-commerce scale, retail depth, and a broad accessories portfolio.
Montway Auto Transport acquired Auction Direct Transport
The combination strengthens Montway's ability to deliver comprehensive vehicle-transport solutions.
Monroe Engineering acquired Ryadon
The acquisition enhances Monroe's ability to offer OEM customers a wider product selection.
Trinity Hunt Partners acquired Exclusive Concepts
The acquisition establishes a foundation for scaling technology-enabled marketing services.
Clearwell Group acquired Alpha EMC
The acquisition broadens Clearwell's service capabilities for complex environmental and regulatory requirements.
Endava (NYSE: DAVA) acquired Five Minute Studio
The acquisition enhances Endava's ability to deliver design-led digital experiences for global enterprise clients.
Wincove Capital acquired Integrated Solutions Inc
The acquisition strengthens Wincove's ability to drive growth through investments in people, processes, and technology.
Keystone Capital acquired Photogenic
The acquisition provides a strong foundation for scaling guest-experience programs.
Astor Place Holdings acquired Sentech Inc.
The acquisition strengthens the platform and supports growth through enhanced engineering and product development.
Valesco Industries acquired Clipper Mill Inc.
The acquisition supports operational improvement, new product development, and broader channel expansion.
Sector Insight That Drives Outcomes
Deep understanding of valuation drivers, competitive pressures, and buyer expectations across the industries that define middle-market M&A.
Aerospace, Defense & Security
We support cybersecurity providers, defense technology firms, aerospace components manufacturers, and technical service contractors. Our experience includes government contracting dynamics, ITAR considerations, program concentration, and mission-critical factors.
Building & Construction
We work with HVAC operators, electrical contractors, facility services, and infrastructure engineering firms. We understand recurring service models, labor dynamics, multi-branch operations, and roll-up potential.
Business & Professional Services
We advise IT services firms, tech-enabled platforms, consulting groups, and outsourced service providers. Our insight covers utilization models, contract structure, retention metrics, and operational maturity.
Consumer Products & Retail
We support e-commerce brands, direct-to-consumer companies, wellness products, and specialty food and beverage businesses. Key drivers include customer acquisition efficiency, SKU performance, and omni-channel strategy.
Energy & Infrastructure
Our experience spans renewables, environmental services, and utility infrastructure providers. We understand regulatory frameworks, long-term contracts, project-based revenue, and consolidation trends.
Healthcare & Life Sciences
We work with healthcare IT providers, specialty practices, clinics, CROs, and pharma service companies. We understand payer mix, regulatory constraints, and valuation differences between contract-based and fee-for-service models.
Industrials & Manufacturing
We advise precision manufacturers, engineered product companies, and industrial distributors. We understand supply chain complexity, capacity utilization, customer concentration, and quality systems.
Tech, Media & Telecom
We support software and SaaS platforms, cloud service providers, managed services, and analytics technologies. Our expertise includes ARR metrics, churn, customer lifetime value, and recurring revenue drivers.
Value-Add Distribution
We support value-add distributors, specialty food and beverage companies, and consumer products businesses. We understand distribution models, customer concentration, and brand strength.
Transportation & Logistics
We work with third-party logistics providers, warehousing and distribution companies, freight operators, and supply chain software platforms. We understand route density, utilization, and consolidation approaches.
Financial Services
We advise insurance and insurtech platforms, outsourced accounting firms, and specialty financial service providers. Experience includes compliance requirements, contract stability, and client retention metrics.
Food & Beverage
We advise specialty food and beverage companies, and consumer products businesses. We understand distribution models, customer concentration, and brand strength.
Aerospace, Defense & Security
We support cybersecurity providers, defense technology firms, aerospace components manufacturers, and technical service contractors. Our experience includes government contracting dynamics, ITAR considerations, program concentration, and mission-critical factors.
Clarity & Control. Your Next Move Starts Here.
Whether you are planning a sale, evaluating acquisitions, or considering a capital partner, a direct conversation with a senior M&A advisor is often the best place to start. All discussions are confidential and without obligation.
Explore Related Services
Learn how our other advisory services can support your goals.
For Business Owners
Preparing for an Exit?
Confidential, expert-led guidance to help you understand your options, protect value, and navigate a successful sale on your timeline.
Explore Sell-Side ServicesFor Investors & Acquirers
Seeking Acquisition Targets?
Proprietary deal sourcing, disciplined execution, and experienced advisors who help convert your investment thesis into qualified opportunities.
Explore Buy-Side Services