As expert sell-side M&A advisors, Corporate Investment has been successfully bringing buyers and sellers of businesses together since 1984, completing over 400 transactions in this time.
Our Mission Statement
Providing the highest level of sell-side M&A advisory services, delivered in a professional manner to our clients, to assist them in maximizing the value of their privately owned business.
Our Vision Statement
To be the most professional, trusted sell-side M&A advisory firm serving privately owned successful businesses primarily in the central Texas market, as well as other markets across Texas.
Our Core Values
It is the goal of Corporate Investment to adhere to the following Core Values in every aspect of business:
Integrity: We strive to maintain the highest level of professional behavior and ethical standards and treat our clients with honesty and respect in each engagement.
Compassion: With all of our professional staff being either previous business owners, or seasoned, C-level executives, we know the challenges of owning and selling a business and we are there to guide our clients every step of the way.
Entrepreneurial: We believe in the power of small business and the importance of entrepreneurs. We understand the challenges and hard work our clients have invested to grow a successful business, and appreciate the entrepreneurial spirit.
Innovative: Corporate Investment recognizes the need for constant change in order to grow in this evolving profession and world. We stay current with developments affecting mergers and acquisitions and are always searching for the most effective and efficient way to achieve our clients’ goal.
Collaborative: The Corporate Investment team consists of individuals who bring an array of skills, knowledge, and experience together to form a cohesive team that functions seamlessly to serve our clients to the best of our ability.
Almost all of our professionals have been business owners themselves. As former entrepreneurs, they bring deep experience and empathy, and they know what it takes to build and then sell a business. Get in touch with Corporate Investment today for a complimentary consultation with one of our sell-side M&A advisors.
We've been in your shoes
Corporate Investment sell-side advisors are active in professional associations and the business community. Our advisors have all achieved the credential of “Certified Business Intermediary,” indicating their professional qualifications including knowledge of business valuation, financial statement analysis, and transaction structure.
We have the right credentials
The Merger & Acquisition Master Intermediary is the industry's highest designation and is awarded by M&A Source. Certification places a broker in an elite group of approximately 100 M&A professionals. The Merger & Acquisition Master Intermediary designation establishes a broker as a seasoned intermediary professional to the middle market client.
Association of Middle Market Intermediaries
A Certified Business Intermediary (CBI) is the designation awarded by the International Business Brokers Association to those intermediaries with the proven skills necessary to handle the marketing, negotiations and complex details involved in the sale of a business.
Association of Business Brokers Nationwide
Corporate Investment is a BBB Accredited Business and meets all BBBOnLine Reliability participation and Better Business Bureau membership standards. CI is authorized to display the BBB Accredited Business and BBBOnLine Reliability seals.