Investment Banking Services Summary

HartsteinMichael Capital Advisors LLC | Investment Banking Services Summary

HartsteinMichael LLP is a full-service accounting firm specializing in Tax Services, Audit & Assurance, Transaction Advisory, and Financial Accounting Consulting. Within our firm, we operate HartsteinMichael Capital Advisors LLC, a dedicated investment banking arm that brings companies to market, sources buyers, and manages transactions from inception to completion.

Why Choose HartsteinMichael

At HartsteinMichael, we offer an integrated approach that connects our investment banking capabilities with our accounting firm, delivering better value than larger investment banks. Clients benefit from our hands-on execution, transaction sophistication, and the ability to leverage their accounting relationships seamlessly throughout the deal process.

We offer a comprehensive suite of investment banking advisory services, including:

What sets us apart is our ability to provide a truly integrated approach. As a full-service accounting firm, we manage Tax, Audit, Due Diligence, and Quality of Earnings in house. This makes us a one-stop solution for companies seeking to go to market or pursue strategic acquisitions.

Industries Served

Private Equity

E-Commerce / Consumer Services

Construction

Financial Services

Health Care

Real Estate

Manufacturing & Distribution

Retail

Technologies

Hospitality

A National Presence with Boutique Attention

We have a national footprint and a team with deep expertise across a range of specialties. Our professionals bring experience from Big Four accounting firms as well as leading regional firms, allowing us to deliver high-quality service with a broad perspective.

Our firm is uniquely structured to provide end-to-end solutions, with dedicated capabilities in M&A advisory and investment banking.

Standard Timing & Steps

The process can take anywhere between 6 to 9 months, start to finish.

Stage

Days

Initial review of financials, business, potential deal terms and potential enterprise value

1-3 Days

Financial cleanup and preparation of “sell-ready” financials

As Needed

Preparation of reviewed or audited financial statements

As Needed

Tax structuring and planning

As Needed

Sell-side pre-due diligence, marketing, and buyer targeting

30-60 Days

Field and execute LOIs

60-90 Days

Buy-side due diligence post-LOI

60-120 Days

Post-closing integration and success planning

As Needed

Lower Middle Market Specialists

We focus exclusively on the lower middle market,
working with companies that have:

EBITDA of $1–10 million

Enterprise Value of $5–100 million

While we maintain strict confidentiality
regarding client transactions, we are happy to
provide references upon request.

Integrated Approach

One of our key competitive advantages is that HartsteinMichael is not only a full-service investment bank, but also a full-service accounting firm. We handle Tax, Audit, Due Diligence, and Quality of Earnings entirely in-house—allowing us to offer a seamless, end-to-end solution for clients preparing to go to market.
To make the process more accessible and efficient during the process, we offer discounted accounting fees to clients who engage our investment banking services.
At HartsteinMichael, we specialize in organizing, structuring, and resolving complex financial and tax situations. Clients do not need to be “sell-ready” at the time of engagement. With our leadership, we guide and execute all necessary financial, tax, and accounting work throughout the transaction process.
We take a highly attentive and hands-on approach to every engagement. Our team delivers holistic investment banking advisory with the added benefit of immediate access to our accounting expertise. This integrated model enables us to manage all aspects of the transaction—from initial planning through to closing and beyond—with precision, sophistication, and care.
At any stage of the engagement, clients have full access to our accounting firm for support across a wide range of needs—including controllership, bookkeeping, financial reporting, tax matters, and more. This ensures a truly integrated, responsive approach to addressing any financial or operational challenge that may arise. We offer accounting, tax, advisory, financial and audit services that most investment banks simply can’t, providing seamless support across the entire transaction.