Jeff Swenson
Managing Director
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.
Sell-Side Advising
Advising founders through the preparation, positioning, and sale or recapitalization of their business.
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.
Connor McCollum
Senior Associate
Luis Urbina
Senior Analyst
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.