Big Firm DNA.
Built for lower mid-market and ETA deals.
We took our Big 4 expertise and built a financial due diligence firm optimized for client value in lower mid-market, Main Street, and entrepreneur-through-acquisition transactions.
We provide the clarity you need to close with confidence.
Financial Due Diligence and Quality of Earnings tailored to your situation
MidPac Advisory provides financial due diligence designed explicitly to the needs of boutique deals and lower middle-market transactions. We are your strategic partner, not just fee collectors.
Principal-Led Execution: You are never handed off to junior staff. Our senior leaders drive your engagement from initial data request to the final report.
Transparent, Value-Driven Fees: No bloated big firm compliance costs, hourly overruns, or retired partner pensions to pay for. Just elite diligence aligned with your deal economics.
Bespoke & Agile Scoping: We design custom work scopes and compressed timelines tailored entirely to your specific transaction needs, not a rigid corporate template.
Our Services
Buy-side & Sell-side Financial Due Diligence
Our scopes are bespoke to match the needs of every client. We offer a Quality of Earnings “Lite” service for when you need diligence in a more precise package.
Quality of Earnings
Quality of Revenue
Net working capital analysis
Debt and debt-like analysis
Cash-to-revenue reconciliations
Purchase agreement review
Closing statement and post-closing support
Deal Advisory & Support
For when you don’t need full scope financial due diligence, but need an advisor or assistance for specific aspects of your transaction.
Sell-side preparedness & data room preparation
Purchase agreement review
Working capital negotiation support
Closing statement and post-closing adjustment support
Earn-out calculations
Our Industry Expertise
We focus on what we know. Our team has deep industry expertise.
Business, professional & consumer services
Manufacturing & industrials
Consumer products
Multi-unit retail
Technology (software & hardware)
Distribution
Government contracting & defense
Transportation & logistics
Who We Are
Our team is composed of licensed CPAs that are top-rated former Big 4 professionals. We’ve worked on the full spectrum of the deal market, ranging from an $11 billion Fortune 50 international carve-out to a local HVAC company sale.
Our professionals’ client experience ranges from $1 trillion+ technology corporates to the founder of a residential pest control company.
Through our experience across the deal market, we found lower mid-market and Main Street deals to be underserved, neglected by firms designed for larger projects, or served by firms that lack the deep expertise required for a high-stakes transactions.
That’s why we built MidPac Advisory. That’s why we want to help your next transaction be a success.
Our Team’s Selected Transaction Experience (of 125+ Total)
Side of Transaction | Nature of Client | Transaction & Industry
Buy-side | Private Equity Firm | HVAC platform acquisition and add-ons
Sell-side | Corporate | Revenue cycle management company sold to strategic buyer
Buy-side | Private Equity Portfolio Company | Add-on of regional distributor
Buy-side | Private Equity Firm | Platform acquisition of GovCon IT services firm
Refinancing | Corporate | Branded frozen pizza company’s debt refinancing
Buy-side | Private Equity Firm Portfolio Company | Add-ons of veterinary clinics
Buy-side | Private Equity Firm | Platform acquisition of cybersecurity company
Sell-side | Private Equity Portfolio Company | Wholesale printer acquired by strategic
Buy-side | Corporate | Acquisition of book manufacturer