A Higher Standard of M&A Advisory.

Founded by Payton Anderson and Dan Staffieri, Monument brings together more than $1 billion in combined transaction experience across investment banking, acquisitions, and executive leadership. Our Managing Partners have advised business owners, worked alongside private equity investors, and held leadership roles within growing businesses, providing a well-rounded perspective on the decisions that shape successful transactions.

Monument was established to deliver a more personalized advisory experience. We believe owners navigating significant financial and strategic decisions deserve direct access to experienced professionals, thoughtful advice, and a trusted partner who remains actively engaged throughout the process. By maintaining a selective client roster, we provide the attention, responsiveness, and execution capabilities each engagement deserves.

Partnering With Owners at Pivotal Moments

Value Extends Beyond the Purchase Price

A successful transaction is defined by more than enterprise value. Considerations such as transaction structure, proceeds at closing, future obligations, and post-transaction involvement can materially influence the outcome.

The Right Buyer Matters as Much as the Right Offer

The ideal buyer offers more than attractive economics. We evaluate strategic alignment, transaction certainty, and the potential implications for employees, customers, and the business's long-term future.

Direct Access to Experienced Advisors

Our Managing Partners lead every engagement personally, providing continuity, accountability, and experienced judgment from initial planning through transaction completion.

Preparation Creates Opportunity

Thoughtful exit planning can strengthen a company's market position, reduce transaction risk, and create greater flexibility when the time comes to pursue a sale.

Building Value Before the Transaction

Some clients engage Monument when they are prepared to pursue a sale. Others begin the conversation years in advance. We work with owners at both stages, providing strategic guidance to strengthen business fundamentals, address potential transaction challenges, and establish a clear path toward a successful ownership transition.

1. 3 YEARS OUT

   Assess

   Evaluate current business performance, estimated enterprise value, ownership objectives, and opportunities for improvement.

2. 2 YEARS OUT

   Strengthen

   Address potential valuation constraints, enhance operational performance, and implement initiatives that support long-term enterprise value.

3. 12 MONTHS OUT

   Prepare

   Organize financial reporting, assess earnings quality, assemble the appropriate advisory team, and prepare for a potential market process.

A Trusted Resource for Your Clients

We work collaboratively with accountants, attorneys, wealth advisors, and other trusted professionals to help their clients navigate important ownership decisions. Whether a client is considering an immediate transaction or evaluating longer-term exit opportunities, we provide experienced M&A guidance while maintaining close coordination with the existing advisory team.

Your Next Chapter Starts With a Conversation.

Whether a transaction is on the immediate horizon or several years away, we welcome the opportunity to learn about your business, understand your objectives, and explore how Monument can support your plans. Every initial conversation is confidential and without obligation.