Whitman Transition Advisors Overview
- Service
-
Financing Advisory
- Year Founded
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2008
- Employees
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32
- Serviced Companies
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18
- Serviced Deals
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3
- Serviced Investors
-
5
Whitman Transition Advisors General Information
Description
Whitman Business Advisors is a financing advisory firm established in 2008 and headquartered in Morganville, New Jersey. The firm provides advice on mergers and acquisitions, talent acquisition, practice management consulting, lead generation, partner retreats, training, and coaching.
Contact Information
Website
www.whitmantransition.comYear Founded
Corporate Office
- 15 Saratoga Court
- Morganville, NJ 07751
- United States
Whitman Transition Advisors Services to Companies
Service on a Deal (3)
Whitman Transition Advisors has provided services on 3 deals. It last acted as a general advisor to PKF O'Connor Davies on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| PKF O'Connor Davies | Advisor: General | Nov 2024 | ||
| Culotta, Scroggins, Hendricks & Gillespie | Advisor: General | Aug 2023 | ||
| The Bernknopf Group | Advisor: General | Jan 2017 |
Whitman Transition Advisors Services to Investors
Service on a Deal — Buy Side (6)
Whitman Transition Advisors has provided buy side services on 6 deals. It last acted as a general advisor to Aprio (Atlanta) on a . The deal was made in 2024.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Aprio (Atlanta) | Advisor: General | Dec 2024 | ||
| HBK CPAs & Consultants | Advisor: General | Nov 2023 | ||
| Aprio (Atlanta) | Advisor: General | Aug 2023 | ||
| Aprio (Atlanta) | Advisor: General | Jun 2023 | ||
| Sax. | Advisor: General | Nov 2022 | ||
| Withum | Advisor: General | Nov 2011 |
Whitman Transition Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Whitman Transition Advisors FAQs
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When was Whitman Transition Advisors founded?
Whitman Transition Advisors was founded in 2008.
-
Where is Whitman Transition Advisors headquartered?
Whitman Transition Advisors is headquartered in Morganville, NJ.
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What is the size of Whitman Transition Advisors?
Whitman Transition Advisors total number of employees/professionals is 32.
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What service provider type is Whitman Transition Advisors?
Whitman Transition Advisors's service provider type is Financing Advisory.
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What companies has Whitman Transition Advisors invested in or acquired?
Whitman Transition Advisors has invested in or acquired companies LVED and Tax Titans.
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