Our Strategic Acquisition Process is
built to assist buyers in the successful acquisition of targeted companies.
Our unique 4-step approach determines
client objectives, opens doors, captures the deal and executes the acquisition. 


Our Business Sale Process is designed to help business owners receive maximum value from the sale of their business. 
Our 4-phase process determines market value, positions the deal, creates a market and executes the final sale.


Our Capital Infusion Process is a
unique, 3-step approach for helping businesses raise optimal funding to provide owner liquidity, achieve desired growth, strengthen balance sheet, expand
product lines or enter new markets.


With over 80 years of combined deal experience, and more than $1.5* billion in transactions, Confluence Advisors works every day to help companies through critical business transitions so clients can achieve their personal and professional business goals. Our team has a strong background in mergers and acquisitions, operations, accounting and banking. We work side-by-side with our clients, developing long-term partnerships that are rooted in mutual trust and unbiased guidance. We are a leading Pittsburgh based investment bank specializing in business sale, capital raise and acquisition transactions.

* Aggregate transaction value is derived from transactions completed by the principals while at
Confluence Advisors, LLC, two other Pittsburgh based regional investment banking firms and one corporation.