Elite M&A Advisory for Middle Market Businesses
Together, let’s grow, protect, and maximize the value of your business.
Trusted Sell-Side M&A Advisors in Arizona with Nationwide Expertise
William & Wall is a Scottsdale-based boutique investment bank specializing in premier sell-side M&A advisory and business sale services for middle-market founders across the Southwest and beyond. From Phoenix and Tucson to Salt Lake City, Denver, and nationwide, we advise business owners through ownership transitions, strategic sales, shareholder liquidity events, and divestitures — supported by a broad network of private equity firms and strategic acquirers.
Why business owners choose William & Wall:
Merger & Acquisition firm based in the Phoenix, Arizona metropolitan area, combining regional expertise with nationwide buyer access
A disciplined auction process that generates competitive offers while protecting confidentiality
Proven strength in business valuation, financial analysis, and deal structuring
M&A advisory that balances financial outcomes with respect for your vision and legacy
Direct Wall Street pedigree, with experience at leading firms such as J.P. Morgan
Decades of operating expertise, including nearly two decades of CEO leadership at a multi-billion-dollar enterprise
Wall Street discipline and trusted discretion advising founders through complex transitions with clarity and confidence.
By the numbers
$1.2B
In Clients Served
$1.0B
In Valuations
$100M
In Client Savings
100%
Client Retention
2021
Established Date
Our approach
William & Wall is a premier Scottsdale, Arizona-based investment banking boutique specializing in M&A Advisory, business valuations and advanced financial modeling. We help middle market companies across the contiguous U.S. navigate their most significant business decisions with advanced analytics and a high-touch, white-glove service model.
We work with existing business owners who have worked tirelessly to build a company brand that they believe in, and that we do too. Our business relationships are rooted in common values, and we are committed to our clients for the long haul.
Whether you’re exploring mergers & acquisitions to sell your business, seeking private equity M&A opportunities, or planning strategic growth, we provide strategic M&A advisory, data-driven insights and expert business valuation services to support your company.
We bring Wall Street to Main Street.
Plan Your Best Move:
The Business Owner’s Playbook Diagnostic
William & Wall’s Proprietary 20-Minute Readiness Assessment
Developed by William & Wall for business owners contemplating a transition, this diagnostic is a proven framework to evaluate your readiness to sell, pass on, or continue building your company. In just 20 minutes, you’ll answer structured questions, score your results, and gain clarity on the options ahead.
Your business is more than numbers — it’s your life’s work, your people, your legacy. This tool helps you approach one of the most important decisions of your life with foresight, confidence, and a clear path forward.
M&A Overview
<$10M
EBITDA Profile
<$100M
Revenue Profile
10,000+
Buyer Network
Agnostic
Industry Coverage
USA
Geographic Focus
Our services
M&A Advisory
Strategic Consulting
Business Valuation Services
Advanced Financial Modeling
Standing beside you in every step of the most important steps.
With hallmark experience in investment banking and M&A advisory, our Scottsdale team offers peace of mind through personalized mergers & acquisitions, private equity, and business valuation services. No matter your revenue or cash flow, expect a dedicated, authentic experience from William & Wall, Arizona’s premier investment banking boutique.
In-person and remote options
Our office is conveniently located in Scottsdale, Arizona, although we proudly work with clients across the continental U.S. We offer Zoom calls and in-person consultations.