Independent M&A advice for mid-market companies

We represent owners when they sell, buy or hand over a business.

A partner leads every engagement, from the first call to closing.

Buyers compete for your company. You make the final decision.

We advise entrepreneurs, family businesses and investors on the most consequential transaction of their lives: selling, acquiring or handing over a company.

Rothschild Partners Capital is an independent advisory house focused exclusively on mid-market mergers and acquisitions. We carry no lending book, no research desk and no conflicting mandates, only the interests of the shareholders we represent.

Every engagement is led personally by a partner from first conversation to closing. Our processes are quiet and competitive, drawing on a curated network of strategic and financial buyers.

No lending book, no research desk

Nothing on our balance sheet or product shelf shapes the advice we give you.

One client in every transaction

We act for the shareholders who hired us, and for no one on the other side of the table.

A partner from first call to closing

The person you first speak to is the person who runs your mandate.

Sell a company, buy one, or plan who takes over.

Three kinds of mandate, each led by a partner.

M&A advisory

Sell-side and buy-side mandates for mid-market companies. Structured, competitive processes designed to protect confidentiality and maximize value.

  • Company sales and carve-outs
  • Acquisitions and buy-and-build
  • Management buy-outs and buy-ins
  • Distressed and special situations
About M&A advisory

Company valuation

Defensible, transaction-grade valuations built on rigorous financial analysis, for negotiations, shareholder disputes, financing rounds and strategic decisions.

  • DCF and multiples analysis
  • Fairness opinions
  • Purchase price allocation
  • Value enhancement roadmaps
About company valuation

Succession planning

Structured transitions for family businesses and founder-led companies: preserving legacy, securing employees and rewarding decades of entrepreneurship.

  • Family and internal succession
  • Sale to strategic partners
  • Foundation and trust structures
  • Post-transaction wealth strategy
About succession planning

Value is not an opinion. It is an argument.

A valuation has to hold up when the buyer's advisers pick it apart.

Every figure traces back to a source a buyer can check.

A sale runs in four stages.

I

Preparation

Valuation, equity story, information memorandum and data room, all prepared before any buyer is contacted.

II

Marketing

A discreet, targeted approach to a curated list of strategic and financial buyers.

III

Negotiation

Parallel bidder management, structured auctions and term-sheet negotiation to keep leverage until signing.

IV

Closing

Due-diligence management, purchase agreement negotiation and closing coordination, with the partner in the room.

Sectors we advise.

Sector detail

Technology and software

SaaS, IT services, digital infrastructure

Industrials and engineering

Machinery, automation, precision manufacturing

Healthcare and life sciences

MedTech, care services, pharma services

Consumer and retail

Brands, e-commerce, food and beverage

Business services

Professional, facility and outsourced services

Energy and infrastructure

Renewables, utilities, energy services

Financial services

FinTech, insurance brokerage, asset management

Transport and logistics

Freight, contract logistics, supply chain technology

Recent briefings.

All briefings

M&A outlook

Mid-Market M&A 2026: Why Quality Assets Command Record Multiples

Read the briefing Valuation

The Valuation Gap: What Sellers Expect vs. What Buyers Pay

Read the briefing Succession

The Succession Wave: 600,000 European Companies Seeking Successors

Read the briefing

Talk to a partner.

Tell us what you are considering. A partner replies within one business day, and everything you share stays confidential.

Rothschild Partners Capital
3400 Cottage Way, Ste G2 #32606
Sacramento, CA 95825, United States

contact@rothschildpartners.capital

Your inquiry is treated as confidential. Form submissions are delivered through FormSubmit, a third-party form service.