Haviland &

What Haviland & does

Haviland & Co is a boutique lower middle-market M&A advisory firm led by President Samuel "Sandy" Haviland, targeting business owners with $2M+ in EBITDA who are pursuing a sale or exit. The firm serves three primary verticals — manufacturing, technology, and business services — and structures engagements in three phases: Pre-Exit Preparation (operational/financial assessment, value driver identification, readiness planning), M&A Execution (narrative crafting, buyer engagement management, negotiations), and Post-Exit Support (earn-out management, transition alignment, legacy positioning). A stated differentiator is senior-level involvement throughout, with the president personally leading every engagement rather than delegating to junior staff.

The firm has advised on more than 100 businesses with cumulative transaction volume of $1.25B and 24 cross-border deals completed, based in Connecticut and operating with a single named management team member. Haviland & Co generates revenue through professional services fees typical of sell-side M&A advisory — retainers and success-based transaction fees — and acquires clients primarily via professional referrals and direct outreach, supplemented by a content marketing blog. There is no technology platform, no AI/ML capability, and no institutional infrastructure disclosed; the practice is effectively a personal-services brand centered on Sandy Haviland's investment banking background, including prior tenure at Pedersen Kammert & Co. LLC.

Name

Haviland &

Legal name

Haviland & Co

Website

https://havilandco.com

Company type

Private

Operating status

Operating

Short description

Haviland & Co is a boutique M&A advisory firm led by Sandy Haviland that guides U.S. business owners with $2M+ EBITDA through exits in manufacturing, technology, and business services, with cumulative transaction volume of $1.25B across 100+ engagements.

Ownership category

akta.pro rank

Product category

M&A Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAA

Sell-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHADAC

M&A Advisory (Buy-side/Sell-side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Middle market M&A advisory
• Sell-side advisory services
• Business exit planning
• Acquisition and divestiture advisory
• Corporate finance advisory

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. M&A Advisory Services: The firm generates revenue through professional services fees for M&A advisory engagements. Services include pre-exit preparation, transaction execution, and post-exit support. As a boutique advisory firm, revenue is likely derived from retainer fees and/or success fees tied to transaction completion.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Haviland & Co provides hands-on M&A advisory services to middle-market business owners with $2M+ in EBITDA in manufacturing, technology, and business services. Engagements span three integrated phases: Pre-Exit Preparation (operational/financial assessment, value driver identification, readiness planning), M&A Execution (narrative crafting, buyer engagement, negotiations), and Post-Exit Support (earn-out management, transition alignment, legacy positioning). Services are delivered personally by senior advisors rather than delegated to junior staff.

Product overview

Haviland & Co. operates as a single, unified M&A advisory service rather than a platform with modular components. The company's core offering is its hands-on M&A advisory service, which encompasses three integrated phases: Pre-Exit Preparation (readiness planning and valuation optimization), M&A Execution (transaction management and negotiations), and Post-Exit Support (transition and legacy alignment). These phases work together as a continuous service offering rather than separate products. The company specializes in guiding exits for businesses in manufacturing, technology, and business services sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Services Hands-on, senior-led M&A advisory for middle-market business owners with $2M+ EBITDA in manufacturing, technology, and business services. The engagement is structured in three integrated phases: Pre-Exit Preparation (operational and financial assessment, value driver identification, readiness planning); M&A Execution (narrative crafting, buyer engagement management, negotiation leadership); and Post-Exit Support (earn-out management, transition alignment, legacy positioning). Engagements are delivered personally by President Samuel "Sandy" Haviland.

Quantifiable outcome

• $1.25B in transaction volume across 100+ businesses advised with 24 cross-border deals

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Woodbridge International: Middle-market M&A advisory firm with cross-border capabilities, comparable to Haviland & Co's international deal execution and similar client size.
• Calder Capital: Boutique M&A advisory firm serving lower-middle-market businesses with sell-side and buy-side mandates, directly comparable in deal size focus and boutique model.
• Morgan & Westfield: M&A advisory firm serving small to mid-sized businesses with sell-side and business sale services, comparable in client profile and advisory scope.
• Transworld Business Advisors: Global business brokerage and M&A advisory franchise with strong middle-market presence, comparable in target segment and referral-driven model.
• Generational Equity: Large middle-market M&A advisory firm focused on sell-side mandates for owner-led businesses, closely comparable in target client profile and service offering to Haviland & Co.
• VR Business Sales: Business brokerage and M&A intermediary serving main-street and lower-middle-market businesses, comparable in deal-size focus and owner-led clientele.
• Acquisitions Focus: Middle-market M&A advisory firm serving business owners in a similar EBITDA range with hands-on sell-side advisory, directly comparable in scale and service model.
• Benchmark International: Global middle-market M&A advisor specializing in sell-side engagements across multiple sectors, with a similar boutique-but-scaled positioning to Haviland & Co.
• Sun Mergers & Acquisitions: Middle-market M&A advisor focused on sell-side mandates for founder-led businesses, comparable in target segment and engagement style.

Regional players

• Cornerstone Business Services: Mid-sized M&A advisory firm with regional focus and similar middle-market advisory services, comparable in deal-size profile but operating in a more concentrated geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Haviland &