Erben M&A2026-04-07T18:19:29+00:00

PREPARE & SELL
YOUR BUSINESS

A Streamlined Approach to Marketing Your Business
to the Right Buyers and Closing at the Right Valuation

When your exit plan includes a sale to a third-party, you need an experienced advisor on your side.

You’ve built a valuable business by putting the right people on the team, offering an impactful solution for your customers and earning a solid reputation. As you look to the future, the best option to monetizing your hard work may involve selling your business. But M&A is complicated.

Erben M&A Advisors brings decades of investment banking experience across dozens of industries. We know selling a founder-owned businesses is unique. You need to find the ideal match to recognize your business’ worth and carry your legacy forward.

For a sale you can be proud of, you need the Right Buyer at the Right Valuation. Our goal is to ensure your third-party exit is seamless, successful and fulfilling.

Successful Transactions

Mike Lambrix guided these companies and leaders through a successful transaction.

*Denotes transactions closed during Mike’s extensive career prior to his partnership with Erben M&A.

Get a straight-forward approach
to your third party sale.

Our 5-Phase Approach allows you to market your
business effectively without disrupting operations.

Read the Details for Our 5-Phase Approach Here

PHASE 1: PREPARATION

In phase 1, we deep dive into your business and gather all of the relevant materials that buyers will need to appreciate the true value of your business.

Read More about Phase 1

PHASE 2: MARKETING

We craft a story to highlight the key elements that differentiate your business, and we meticulously screen the landscape for the best buyers for your business, with the understanding that the right home can be as important as the value.

Read More about Phase 2

PHASE 3: NDA AND INDICATION OF INTEREST

We provide a streamlined amount of due diligence to interested parties, post NDA, and screen these parties for interest level and commitment before we distract you or your team.

Read More about Phase 3

PHASE 4: MANAGEMENT PRESENTATIONS

Conduct in-depth management meetings with pre-screened buyers. Let’s you personally assess fit of the buyer and tell the story of the business directly. Interested parties submit Letters of Intent with specific valuations and deal parameters and we select the winning buyer.

Read More about Phase 4

PHASE 5: FINALIZE DUE DILIGENCE & CLOSING

Now that you’ve chosen the right buyer, we complete all confirmatory due diligence, work alongside legal counsel to negotiate major deal terms, and prepare for the transaction closing and funding.

Read More about Phase 5

Our transactions typically close in 6 months,
here’s how to work with us:

INITIAL CONSULTATION

Get the answers you need to move
forward with our proven 5-Phase Approach
to a Third Party Sale.

PREPARATION & MARKETING

Once approved, our straight-forward process begins to market your company for sale to the right buyers at the right valuation.

CLOSE & CELEBRATE

Leave the signing table with pride — you’ve built and successfully sold your company. Now, you can exit in style.

What Our Clients Have to Say

I highly recommend Mike Lambrix as an exceptional investment banker. He played a critical role in the successful sale of Compass Solutions. Mike’s strategic approach, attention to detail, and commitment to meeting our targets were evident throughout the process, striking a perfect balance between negotiating our best interests and managing relationships. I felt I had a true, trusted and knowledgeable partner throughout the process which has continue to this day.

Marty Lyman, Compass Solutions

The Erben team was the perfect partner to support me during my acquisition. I truly felt that they had my best interest in mind and were in my corner every step of the way. They made the M&A process as smooth as possible for me, but most importantly helped to maximize my outcome beyond expectations. I would recommend them to anyone looking to sell their business.

Jay Sensi, Campus Kaizen

Mike and the team at Erben M&A provided exceptional support, guiding us through a unique, non-traditional deal structure that perfectly balanced the needs of both parties. They attracted a wide pool of qualified buyers and expertly streamlined the process to identify the most suitable candidates. Their negotiation skills were critical in ensuring a smooth and successful transaction from start to finish.

Brady Smallwood, Innovative Food Holdings, Inc.

M&A INSIGHTS AND TIPS
DELIVERED TO YOUR INBOX.

Stay up-to-date with the latest trends, tips, and insights
as you prepare for your own merger or acquisition.

Name(Required)
Privacy(Required)

Who is on your side of the closing table?

Many of our privately held business owners face an interesting challenge when it comes to selling their businesses: they have a business to run while simultaneously preparing the business to sell.

You need someone on your side responsible for carrying the weight of preparing, marketing, and ultimately, closing the sale. Erben M&A Advisors is led by Mike Lambrix, who has nearly two decades of experience helping owners sell their businesses. He’s the one you want on your side of the closing table.

Meet Your Advisor:
Mike Lambrix

Mike Lambrix is a Managing Director and the head of Erben Associates’ mergers and acquisition advisory business, Erben M&A Advisors. Mike brings nearly two decades of deal-making experience to the team. Having worked across Bulge Bracket investment banks, family offices, and boutique advisors, Mike brings a unique mix of Wall Street experience to founder-owned businesses and first-time sellers.

Prior to Erben M&A Advisors, Mike was a Managing Director and the head of US M&A for Sampford Advisors, Canada’s #1 mid-market technology Investment Bank. While at Sampford, Mike executed over 30 technology sell-side transactions, representing hundreds of millions in transaction value. Mike started his career in New York with UBS Investment Banking in their Telecom, Media, and Technology group.

Mike graduated with a Bachelor of Science in Commerce, with concentrations in Finance and Marketing from the University of Virginia’s McIntire School of Commerce.

Frequently Asked Questions

What does Erben M&A Advisors do?2026-04-07T17:27:25+00:00

Erben M&A Advisors is a boutique investment bank based in Austin, Texas that helps founders and business owners sell their companies. Led by Managing Director Mike Lambrix — a UBS and Sampford Advisors veteran with nearly two decades of deal experience — Erben specializes in sell-side M&A advisory for lower middle market businesses across dozens of industries.

Who is Erben M&A Advisors best for?2026-04-07T17:27:09+00:00

Erben M&A Advisors is best for privately held business owners with revenues typically between $2M and $50M who are considering a third-party sale. We specialize in founder-owned businesses and first-time sellers who want experienced Wall Street-caliber representation without the overhead of a large firm.

Where is Erben M&A Advisors located?2026-04-07T17:27:03+00:00

Erben M&A Advisors is headquartered in Austin, Texas and serves business owners nationwide. The firm is part of Erben Associates, a nationally recognized exit and succession planning firm led by Jim Erben, who has helped business owners plan successful exits for over 30 years.

How long does it take to sell a business with Erben M&A?2026-04-07T17:25:32+00:00

The typical sell-side M&A process at Erben M&A Advisors takes 6 to 9 months from engagement to closing. This includes 4 to 6 weeks of preparation, 4 to 8 weeks of buyer marketing, 4 to 6 weeks of due diligence, and 4 to 6 weeks for legal close. Timeline varies based on deal complexity and buyer responsiveness.

What is a 5-phase M&A process?2026-04-07T17:25:23+00:00

Erben M&A Advisors uses a structured 5-phase sell-side process: (1) Preparation — company positioning, CIM, teaser, and buyer list; (2) Marketing — confidential outreach to qualified buyers; (3) Negotiation — LOI evaluation and term optimization; (4) Due Diligence — managing buyer access and data room; (5) Close — legal documentation and transaction completion.

What is a CIM in M&A?2026-04-07T17:24:40+00:00

A CIM (Confidential Information Memorandum) is a detailed marketing document prepared by your investment bank that presents your business to prospective buyers. It typically includes a company overview, financial summary, growth opportunities, and operational details. At Erben M&A Advisors, the CIM is custom-crafted to maximize buyer interest and support premium valuations.

What is a teaser document in M&A?2026-04-07T17:23:19+00:00

A teaser is a 1–2 page anonymous summary of your business sent to potential buyers before they sign an NDA. It highlights key financial metrics, industry, and growth story without revealing your company’s identity. Erben M&A prepares teasers designed to generate broad interest while protecting your confidentiality throughout the early marketing process.

How much is my business worth?2026-04-07T17:22:45+00:00

Business valuation in the lower middle market is typically based on a multiple of EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization), ranging from 4x to 10x depending on industry, revenue size, growth rate, and profitability. Erben M&A Advisors provides a preliminary valuation assessment as part of our initial engagement discussion.

What factors affect my business valuation in M&A?2026-04-07T17:22:10+00:00

Key value drivers include revenue size and growth trajectory, EBITDA margin, customer concentration, management team depth, recurring revenue, industry tailwinds, and proprietary products or processes. Erben M&A Advisors works with owners well before a sale to identify and strengthen these factors to maximize transaction value.

What is EBITDA and why does it matter for selling my business?2026-04-07T17:21:25+00:00

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is the primary metric buyers use to value and compare acquisition targets. It represents normalized operating earnings. Most lower middle market businesses sell for 4x–8x EBITDA. Erben M&A Advisors helps owners understand their adjusted EBITDA and position it favorably to qualified buyers.

Who is Mike Lambrix?2026-04-07T17:19:37+00:00

: Mike Lambrix is Managing Director at Erben M&A Advisors and has nearly two decades of investment banking experience. He began his career at UBS in New York in the Telecom, Media & Technology group, and previously served as Head of US M&A at Sampford Advisors, Canada’s top mid-market technology investment bank, where he closed over 30 sell-side transactions.

Who is Jim Erben?2026-04-07T17:19:43+00:00

Jim Erben is President of Erben Associates and founder of Erben M&A Advisors. With over 30 years in exit and succession planning, Jim is a nationally recognized keynote speaker and advisor to business owners. He created Erben M&A Advisors to provide a complete exit solution — combining M&A advisory with Erben Associates’ proven succession planning framework.

What is the difference between Erben M&A Advisors and Erben Associates?2026-04-07T17:19:28+00:00

Erben Associates is a comprehensive exit and succession planning firm that helps business owners prepare financially and strategically for a business transition. Erben M&A Advisors is the M&A investment banking arm that executes the actual sale of the business to a third-party buyer. Together, they offer an end-to-end exit solution unique in the lower middle market.

Not ready to sell yet?

You need a roadmap to prepare for a successful exit of your company. Erben Associates helps successful
business leaders create a solid operating plan to protect their business’s value and prepare for life after the business.

Go to Top