MEET THE TEAM

Exceeding Expectations is Our #1 Goal.

Positioning, negotiating, and de-risking your deal is our forte.

At SEG, collaboration is at the heart of everything we do. Our team of dedicated professionals brings together diverse expertise and perspectives to deliver exceptional outcomes for our clients. With decades of combined experience, we are committed to excellence in every aspect of our work, setting the highest standards for quality, integrity, and innovation. We take pride in our ability to provide tailored solutions that drive success, and our unwavering commitment to client satisfaction is what sets us apart.

We’re based in California, with a few exceptions

While our headquarters are nestled in beautiful San Diego, our reach extends far beyond the Golden State. With team members spanning from the East Coast to the West Coast, we're proud to serve clients and communities across the globe.

SEG-US-Locations

Our Clients Are Eager To Refer Us.

Why? We take pride in providing exceptional service to our clients, sometimes months, even years before the M&A process begins. We advocate for them, prioritizing good work, exceptional service, a proven and intentional process, and an open, honest relationship. We are dedicated to their success, and they are thrilled to spread the word.

"There is no doubt that working with SEG helped us achieve better results than if we had attempted it alone or even with another advisor."
kung
Jacquelyn Kung
CEO, Activated Insights

Learn more about
this transaction

exit_icon
“From meticulous attention to detail to tireless work ethic and creative problem solving, this process showcased their industry expertise.”
Zach Kestenbaum
Zach Kestenbaum
CEO, BuildingLink

Learn more about
this transaction

exit_icon
“Thanks to their adept positioning of our business and extensive network, we were presented with a diverse range of options and numerous offers."
minnich
Tim Minnich
CEO & President, Princeton TMX

Learn more about
this transaction

exit_icon
“They were there every step of the way to help assist us with every task and every question. Simply put, we couldn't have done this without SEG!”
Zuccato
Tony Zuccato
Vice President, Produce Pro Software

Learn more about
this transaction

exit_icon
“The SEG team exceeded our expectations. They guided and supported us every step of the way. With SEG’s help, we had a fantastic outcome.
Varsha-Bhave-Projectmates-quote
Varsha Bhave
Co-Founder & President, Projectmates

Learn more about
this transaction

exit_icon
“Their unwavering support and advice through the years enabled us to best prepare for our exit. SEG was a trusted advisor every step of the way.”
mcroberts
Paul McRoberts
President & CEO, Atronix

It’s time to talk about your company’s future.

Fill out the form and we’ll discuss…
  • Multiples and interest
  • Buyer dynamics and priorities
  • Valuation insights