Compare Your Options
Understanding the differences between advisor types helps you make an informed decision about who should represent your interests.
| Criteria | Investment Bank(First Turn Capital) | Business Broker | No Advisor | CPA Firm |
|---|---|---|---|---|
| Typical Deal Size | $10M - $150M | $500K - $10M | Any | $1M - $20M |
| Regulatory Oversight | First Turn Securities: FINRA/SIPC | State License Only | None | None |
| Buyer Network | Extensive National + Regional | Local/Regional | Your Personal Contacts | Limited |
| Valuation Expertise | Detailed Analysis | Rules of Thumb | Guesswork | Tax-Focused |
| Negotiation Support | Expert Deal Negotiators | Basic Support | High Risk | Not Their Focus |
| Fee Structure | Success-Based | Success-Based | Nothing Upfront | Hourly Billing |
| Confidentiality | Structured NDA Process | Variable | High Risk | Moderate |
| Due Diligence Support | Full Process Management | Limited | None | Financial Only |
Why First Turn Capital
We combine the sophistication of a major investment bank with the personalized attention of a boutique firm.
First Turn Securities: FINRA/SIPC Registered
Securities transactions are conducted through First Turn Securities, a FINRA/SIPC-registered broker-dealer. This means your transaction is handled by a firm that operates under federal securities regulations and disclosure requirements.
Middle-Market Focus
We specialize in transactions from $10M to $150M, the sweet spot where companies are substantial enough to attract serious buyers but often overlooked by Wall Street firms.
Industry Expertise
Deep experience in energy services, construction, manufacturing, healthcare, and other sectors that drive the Southwest economy. We understand your industry's nuances.
Regional Presence, National Reach
Headquartered in Oklahoma City with deep roots in Texas and the Southwest, but connected to buyers and capital sources nationwide.
Aligned Incentives
Our success-based fee structure means we only succeed when you do. We're motivated to maximize your outcome, not bill hours.
Extensive Buyer Network
Access to private equity firms, strategic acquirers, family offices, and independent sponsors actively seeking acquisitions in your industry.
Real Results
Anonymized examples showing how the right advisor makes a measurable difference.
Listed with broker for 18 months with no offers
Closed in 8 months at 15% higher multiple
Owner approached directly by single buyer
FTC ran competitive process, found 3 additional buyers, price increased 25%
Owner tried selling through CPA, stalled in due diligence
FTC restructured deal, closed in 4 months with earnout protection
These anonymized case studies are for illustrative purposes only. Past performance is not indicative of future results. Each transaction is unique, and outcomes depend on market conditions, business characteristics, and other factors.
Frequently Asked Questions
Common questions about choosing the right M&A advisor.