About Waddell Mergers & Acquisitions

Team of business professionals collaborating in a modern office, representing Waddell Mergers & Acquisitions' commitment to teamwork and client-focused solutions.

Who We Are

Waddell Mergers & Acquisitions is a premier M&A advisory firm based in Fort Myers, Florida, specializing in facilitating the sale and acquisition of privately held companies. Our team of seasoned professionals is dedicated to delivering personalized, confidential, and strategic services to business owners and buyers.

DJ founded Waddell Mergers & Acquisitions with a clear goal: to bring integrity, strategy, and expertise to the business sales process. He wanted to build a boutique advisory firm that combined Wall Street-level sophistication with Main Street values.

After years in the industry, DJ saw a big issue; most business brokers and M&A advisors knew very little about the businesses they were selling. Our brokers are all experts in their field, most are former business owners now brokering businesses in the industry they once worked.

Our Mission

Our mission is to empower business owners and buyers through expert guidance, strategic insight, and unwavering integrity. We strive to create seamless, confidential, and value-driven transitions, structuring deals that not only close but also succeed.

Our Services

At Waddell Mergers & Acquisitions, we offer a comprehensive suite of services tailored to meet the unique needs of our clients:

Business Sales and Divestitures: We assist business owners in preparing, marketing, and successfully selling their companies, ensuring maximum value and a smooth transition.

Buyer Representation: We guide buyers through the complex process of acquiring businesses, from identifying opportunities to closing deals.

Business Valuations: Our team provides accurate and insightful business valuations to help clients understand the true worth of their enterprises.

Two business professionals shaking hands in a modern office, symbolizing trust and successful partnerships fostered by Waddell Mergers & Acquisitions in Florida.

Waddell Mergers & Acquisitions team collaborating on strategic M&A planning in Florida.

Why Choose Us?

Expert Advisors: Our firm's owner has hand picked our team to only include advisors who are experts in their field. Most were former business owners who understand the unique challenges of small business ownership and sales.

Specialized Training: Our team possesses extensive experience in mergers and acquisitions, with advisors holding industry-recognized certifications such as Certified Mergers & Acquisitions Professional (CMA&P). This depth of expertise ensures that we navigate complex transactions effectively, delivering optimal outcomes for our clients.

Confidentiality: We prioritize discretion in all our dealings, ensuring that sensitive information remains protected throughout the transaction process.

Personalized Service: We recognize that each client is unique, and we tailor our strategies to meet individual needs and objectives.

Proven Track Record: Our team has a history of successful transactions, with a success rate more than triple the national average for sell-side clients.