Lower middle market M&A advisory
We Help Founders Exit on Their Terms.
provides independent sell-side advisory to manufacturing and industrial business owners in Utah and the Intermountain West.
What We Do
Specialized expertise for demanding clients.
Manufacturing & Precision Components
Contract and custom manufacturers with engineered component depth.
Industrial Services & MRO Distribution
Field services and maintenance operators serving mission-critical assets.
Specialty Chemical & Materials
Formulators and material businesses with process-sensitive value drivers.
Value-Added Distribution
Distributors combining technical service with differentiated industrial access.
Why Halvard
Built for founder outcomes, not generic process.
Senior-Led Process
Every engagement is led by principals from kickoff through close.
Buyer Network Depth
Long-developed relationships with strategic buyers, PE groups, and family offices.
Confidentiality First
Blind teaser discipline and NDA-gated disclosures at every stage.
Transactions
Recent work.
Sell-Side Advisory
Precision CNC Machining Company
Manufacturing
was acquired by Strategic Acquirer
2024$35M-$55M
Sell-Side Advisory
Specialty Coatings Manufacturer
Chemicals
was acquired by International Strategic
2023$60M-$80M
Sell-Side Advisory
Composite Materials Manufacturer
Manufacturing
was acquired by Fortune 500 Strategic
2021$90M-$120M
Our Team
Leadership you can trust.
James R. Halvard
Founder & Managing Principal
22 years in M&A advisory with manufacturing and industrial depth.
Sarah K. Wentworth
Managing Director
18 years in banking and corporate development across middle-market transactions.
This website and all people listed are fictional and provided as a Valdr Systems demonstration build.