Perseverance. Integrity. Experience.

The wealth of experience behind Wagner M&A Advisory is reflected in the commitment to advising clients and working with counter-parties with the highest degree of integrity. The many years of experience behind the name also reflects the tireless persistence in advocating for clients to achieve their transaction objectives.

Wagner M&A Advisory was founded by Chris Wagner after a decade of leading the M&A practice at a local Cleveland-based financial advisory firm. His former practice focused on advising entrepreneurial business owners who were seeking an exit in order to hang up their boots and retire. Chris grew up in an entrepreneurial family and understands the challenges and sacrifices that are made to build a business. He has committed his career to helping business owners fund and execute their business plans and achieve the fruits of their labor when it is time to exit and focus on other pursuits.

Chris’ investment banking experience encompasses over 30 years in the industry and includes working for international firms such as RBC Capital Markets and KPMG Corporate Finance as well as regional firms such as Candlewood Partners and P&M Corporate Finance.

He has also worked with a broad range of clients, from industry-leading billion dollar companies such as Johnson & Johnson and Whole Foods Markets to small, lower middle-market companies that fly under the radar. Chris’ broad industry experience includes advising clients in industrials, energy, business services, healthcare, consumer markets, and information technology. His transactional experience includes Initial Public Offerings, Follow-on Equity Offerings, Acquisitions, Divestitures, Recapitalizations, ESOPs, Private Placements of Debt and Equity, Fairness Opinions, and Valuations.

We look forward to working with you on your next transaction, so reach out and let us know how we can help.