Stump & Company


How We Helped an M&A Advisory Save Time and Close More Deals


Due diligence, transaction and valuation analysis support

Type of need:

Deal collateral, Back office outsourcing, Due diligence, Transaction support

The Challenge

Stump’s reputation for excellent service allowed it to rapidly grow its client base. However, as a family business, Stump did not have sufficient internal expert resources to professionally handle each deal in the pipeline.

The first 90 days

Stump & Company was able to more than double its output and deal flow by focusing on meeting clients and investors, and matching them with promising opportunities. On the back end, they used the reliable support of Fidelman & Co. to make sure that all transaction documents are professionally prepared and that proper due diligence was conducted on every potential deal.

The Solution

We worked as an extension of Stump & Company, providing our expertise as a white label solution to their capacity needs. We have provided transaction and back office support on every deal, allowing the firm’s partners to get more face time with clients and investors.