For those in pursuit of
insight and guidance
• Investment Banking
• Financial Consulting
• Business Value Enhancement
What We Do
Pursant is a middle market advisory firm specializing in M&A, private capital market financing, transaction advisory services, financial leadership support and business value enhancement consulting. Our powerful, integrative, and customized suite of services deliver the insight and guidance parties seek to:
- Confidently navigate strategic transactions and complex financial matters
- Enhance enterprise value
- Optimize leadership performance
We use a deep immersion process, our expansive networks and experience as owner/operators, dealmakers and financial professionals to achieve optimal outcomes throughout the lifecycle of a company.
Learning Program
Business Owners and CEOs continually ask us for content related to the process of planning for and executing strategic transactions, the act of buying or selling companies.
Sellers want the best possible outcome from an exit or liquidity event and Buyers want to extract as much value as they can from making more and better acquisitions.
With this demand in mind, Pursant’s created a two-day seminar to present the ultimate road map for Business Owners & CEOs to plan and execute a Divestiture, Exit, Acquisition, or Liquidity (D.E.A.L.) event.
Topics include:
- M&A 101 – The Foundational Basics of M&A Transactions
- Valuations
- Deal Negotiations
- Planning for Your Post-Transaction Life
- Strategies for Tax Optimization
- Differences Between Transacting with PE and Strategics
- The Buyer’s Playbook
- Building Your Deal Dream Team
- Due Diligence and Legal Matters
- Wealth Management
Check Back for Future Details
Attendee Testimonials
⭐ "I was absolutely blown away by the comprehensive information given, the quality of speakers AND attendees in two days!"
⭐"The seminar addressed every issue I had regarding my preparation for sale."
⭐"Excellent seminar! Extremely well-run. “A+” presenters!"
⭐" If you would ever consider selling your business, invest in yourself and your business by attending!"
Thought Leadership
Obtaining quality information is vital to great decision-making. Pursant provides insight and perspective for today’s business leaders contemplating strategic transactions.
Recent and Upcoming Events
Mark Herbick to speak at the Excellence in Laundry Conference in Hilton Head, SC
May 5-7, 2026
The MASTER Exit Strategy: Maximizing Enterprise Value and Preparing Yourself for Life After the Sale
In this session, Mark explores what it truly means to execute a MASTER Exit Strategy—one that focuses on building, positioning, and ultimately maximizing enterprise value. Drawing on real-world transaction experience, he outlines how business owners can prepare both their company and themselves for a successful transition.
Attendees will gain perspective on how to:
- Build a value-driven exit strategy that aligns operational performance with what buyers actually pay for
- Position their business to maximize enterprise value ahead of a transaction—not just at the point of sale
- Navigate the emotional and identity shift that comes with stepping away from a business they’ve built
- Define a clear vision for life after the sale, ensuring the outcome is both financially and personally rewarding
While understanding the M&A market matters, the most successful exits are the result of intentional preparation.
Mark Herbick at YPO's Acquisition Playbook 2026 in Miami Beach, FL
March 23-25, 2026
State of Middle Market M&A, M&A 101 & the Acquisition Playbook Process
Mark led a deep dive into M&A 101, key deal terms, and the proven playbook for navigating middle-market acquisitions. Attendees gained a comprehensive, insider’s perspective on the current state of Middle Market M&A and walk away with a clear, actionable roadmap for executing successful acquisitions.
The acquisition Playbook 2026 is designed specifically for first-time buyers ready to master the dealmaking process. This proven, cross-disciplinary event gives YPO members exclusive access to merger-and-acquisition experts who will share real-world deal stories, proven frameworks, and tactical advice for driving success in acquisitions. Through a powerful mix of deep-dive sessions, roundtables, and peer-to-peer exchange, participants were equipped to identify, evaluate, and execute acquisitions with expertise and confidence - from start to finish.