MPI’s Advisory Services

MPI provides valuation opinions, sell-side and buy-side advisory services through its investment banking affiliate MPI Securities, Inc. MPI has focused on serving family-owned business over a broad range of industries for over 80 years.  Over that span, we have developed an understanding of the challenges and opportunities unique to these companies and their owners.  These perspectives are critical when the discussion turns toward the exploration of a liquidity event or a major strategic initiative.

MPI’s investment banking team works with family-owned businesses, boards of privately-owned companies, as well as advisors to these groups to help the group achieve its goal.  Whether assisting the business owner evaluate his future, or assist a board with a legal opinion necessary to close a major transaction, MPI’s investment banking team has the experience to help.

Please call MPI’s investment banking specialists to assist with your particular needs.

Below are the services offered by MPI’s investment banking team:

Please call MPI’s investment banking specialists to assist with your particular needs.

Contact Us Today

Our Office Locations

Get in Touch with our Boston Team:

77 Franklin Street, Suite 403
Boston, MA 02110
(617) 892-6078

Contact: Elliot Rotstein, CAP®

Get in Touch with our Chicago Team:

203 North LaSalle Street, Suite 2100
Chicago, IL 60601
(312) 214-2299

Contact: Tadd A. Lindsay

Get in Touch with our MPI Headquarters:

1000 Lenox Drive
Lawrenceville, NJ 08648
(609) 924-4200

Contact: Mark E. Lingerfield, ASA
Joseph C. Hassan, CFA, ASA

Get in Touch with our New York Team:

10 Grand Central (155 E. 44th Street), Suite 1905
New York , New York 10017
(212) 935-4422

Contact: Daniel M. Kerrigan, CFA
Todd G. Povlich, ASA
John L. Varga, ASA

Get in Touch with our Orlando Team:

5401 S. Kirkman Road, Suite 310
Orlando, Florida 32819
(407) 599-0060

Contact: Roy Meyers, CFA, ASA

Get in Touch with our Philadelphia Team:

Two Logan Square, 100 N. 18th Street, Suite 300
Philadelphia, Pennsylvania 19103
(267) 233-5033

Contact: Mark Lingerfield, ASA
Tracey M. Jasey

Get in Touch with our Connecticut Team:

1720 Post Road East, Suite 214C
Westport, CT 06880
203-893-4244

Contact: William Murray, CPA/ABV/CFF, ASA

Publications

view all publications

By Laura E. Anastasio, ASA, CEIV

Valuation of Intangible Assets

By Todd Povlich, ASA

Estate Planning for Private Fund Principals**COVID-19 Crisis Considerations**

By Koji Bratcher, ASA & Joseph C. Hassan, CFA, ASA

Corporate Planning: Navigating “Value” in Times of Choppy Market Activity

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