Customized Solutions. Superior Execution.
Unparalleled Results.
CUSTOMIZED SOLUTIONS. SUPERIOR EXECUTION.
UNPARALLELED RESULTS.
Western Reserve Partners provides M&A, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. Each engagement is tailored to our client’s specific objectives and relevant market dynamics. Thoughtful advice, keen market insight and well-crafted transaction processes have resulted in over 80% of our sell-side engagements closing at valuation ranges that meet or exceed expectations.
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BACKED BY THE POWER OF CITIZENS FINANCIAL GROUP
Western Reserve Partners is part of Citizens Financial Group, one of the oldest and largest financial institutions in the U.S. Through Citizens, our team is able to accelerate the delivery if valuable ideas and execution capabilities beyond what a traditional M&A Advisory firm can do.
DEDICATED SENIOR ATTENTION
Western Reserve was formed to bring our middle market clients the high levels of quality and service usually reserved for much larger companies. Our senior professionals share an extensive background in large-cap advisory work and have advised on dozens of transactions of $1 billion or more. At Western Reserve, we bring the benefits of this experience to our middle market clientele, and our assignments are all actively managed by senior professionals from kick-off to closing. Western Reserve’s managing directors average nearly 30 years of experience and have collectively executed more than 600 transactions during their careers.
The firm’s professionals are experienced not only in investment banking, but also commercial banking, finance, accounting, engineering and law. All investment banking professionals are FINRA licensed, with Series 79, 24 and 63 designations, as appropriate.
INDUSTRY-LEADING CLIENTS
Western Reserve’s reference list is extensive and is comprised of companies that are U.S. or global leaders in their respective industries, including:
![]() Manufacturer of anodized components for the cosmetics industry |
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Distributor of high performance textiles |
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![]() Designer and manufacturer of in-line mill finishing equipment |
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![]() Manufacturer of roof bolts for the mining industry |
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![]() Provider of products for the professional turfcare industry |
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![]() Breeder and propagator of chrysanthemums and other ornamental lines |
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LONG-TERM PERSPECTIVE
As a private partnership, we have the benefit of being able to put the long-term interests of our clients ahead of short-term financial gain. As a result, we always provide our clients with the honest, impartial advice that over the long-term generates high levels of client satisfaction and the strong reputation we enjoy. Many of our client relationships have spanned a decade or longer, and several clients have entrusted us with multiple engagements.
GLOBAL REACH
Western Reserve believes that access to international buyers, sellers and investors is fundamental to maximizing value for our clients. This is why we are a member firm of Oaklins, the world’s most experienced mid-market M&A advisory organization. Oaklins provides direct access to corporate buyers and investors outside the U.S., where culture, language and time zone differences play significant roles in transaction processes and outcomes.
Western Reserve’s professionals have completed over 40 corporate finance transactions involving non-U.S. companies, primarily from Europe and Asia. Two of our managing directors have worked as expatriate executives, providing them direct understanding of the nuances of international business practices.
Representative transactions involving international acquirers include:
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The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid and are not indicative of future performance or success.