Serra Advisors is a boutique advisory firm that provides M&A advisory and private capital raising services to visionary entrepreneurs.  We are are not typical investment bankers.  The Serra team comprises former entrepreneurs who have the empathy to help you realize the fruits of your life’s work.  We run the M&A process from an operator’s perspective – a hands-on approach that focuses on minimizing business interruptions to your business.

Serra Advisors was formed because we recognized a gap in the traditional investment banking industry.  Typical investment banks will not work with smaller entrepreneurial companies who seek outcomes less than $100M so they can support their high overhead and exorbitant minimum fees.  At Serra, we are comfortable working with small to mid market companies and will structure a win win opportunity.

Our Midwest ethos of unshakeable ethics and hard work drives us to help you realize the best outcome possible. We have a strong track record of getting deals done for our clients.