Skip to content

Unlock Your Business Potential with Sorrel Advisors


Management Consulting and M&A Advising for Founder-Owned Businesses Preparing for Exit

 

Sorrel Advisors exists to bring a more disciplined, thoughtful approach to ownership transitions, grounded in independent advice, operational depth, and a highly targeted process.

Services


We guide businesses and investors through ownership transitions with a disciplined and strategic approach.

Exit Consulting

Strategic and operational consulting for founder-owned businesses preparing for future ownership transitions.

Learn more

Sell-Side Advising

Advising founders through the preparation, positioning, and sale or recapitalization of their business.

Learn more

Buy-Side Advising

Supporting investors in identifying, evaluating, and executing strategic acquisitions.

Our team

Our team brings experience across consulting, operations, and mergers and acquisitions. 

1

Jeff Swenson

Managing Director
4

Connor McCollum

Senior Associate
3

Luis Urbina

Senior Analyst
Untitled design

Jennie LaVanchy

Director of Marketing 

Approach


Many sale processes rely on broad buyer lists or auction-style outreach.

We take a different approach.

We run highly targeted, staged processes designed to preserve leverage, protect confidentiality, and engage the right buyers at the right time.

This helps founders/owners:

✓ Maintain negotiating leverage

✓ Protect sensitive company information

✓ Focus on the right buyers rather than the largest list

✓ Achieve thoughtful, well-structured outcomes

Sector Expertise


Construction

Construction transactions require a partner who understands how project-based revenue, backlog visibility, and risk allocation shape both buyer perception and deal structure—and can manage a disciplined, well-run process around them.

Manufacturing

In manufacturing transactions, operational complexity, customer concentration, and margin dynamics directly influence valuation—placing a premium on a structured process that frames and supports these elements effectively.

Industrials

Industrial transactions are shaped by how operational complexity, end-market exposure, and margin variability are understood—making the clear articulation of these dynamics central to how buyers evaluate risk and opportunity.

 

Have You Checked Your Business Value Lately?

Market conditions change. Your number does too. Get a free valuation and market analysis — no fees, no commitment, no strings.