About Vallejo
Selling a company is usually the biggest financial event of an owner's life, and most owners do it once. We started Vallejo Advisory to give owners of businesses with roughly $1M to $50M in yearly profit the same rigor larger companies get, using technology to do it more thoroughly and more efficiently.
What we stand for
We represent the owner. We never work for the buyer on the same deal.
The people who win your business are the people who run your sale.
Every value we give you comes with the work that supports it.
We advise on the sale only, so we never compete with the advisors who refer to us.
What our technology does
What our people do
Team
One of us builds technology and has owned and run a business. The other has spent a career in banking and selling companies. You work with both of us directly.
Robert has founded and run his own company and has spent his career in enterprise technology sales. He leads how Vallejo finds and qualifies buyers and builds the technology behind every engagement.
Executive MBA, University of Virginia Darden School of Business · B.S. Finance, University of Maryland · Former U.S. Army officer
Andrew runs every sale from preparation through closing. He has more than a decade in banking and finance, most recently in M&A investment banking at Bundy Group, where he represented business owners in company sales. Earlier he spent nearly five years at PNC as a corporate underwriter and then a vice president covering energy companies.
CFA charterholder · Penn State University · Previously Bundy Group, Sterling Bridge Financial Group, Bank of America Merrill Lynch, PNC, FNB Corporation
Contact
Whether you own a business or advise people who do, we'd like to hear from you.