Thinking About Selling a Company or Having One Valued? Talk to the Expert

With 20+ years of academic and real-world experience, Greg Waller helps middle-market business owners with Mergers, Acquisitions, and Business Valuation to maximize company value and prepare for successful exits.

About Greg

I'm Greg Waller. I’ve spent my career at the intersection of financial theory and business reality. I hold a Ph.D. in finance, taught M&A, corporate governance, and business valuation at the graduate level, and served as a tenured finance professor. But before — and during — all of that, I was running businesses: an industrial painting company, a real estate firm, and a manufacturing and distribution business my father started.

Today, I focus full-time on helping business owners, their advisors, and legal teams navigate complex valuation and M&A matters. Whether you're preparing to sell a $200 million company, need a defensible valuation for tax reporting or litigation, or want an expert who can communicate clearly in high-stakes situations, I bring both academic rigor and practical experience to the table.

You could say I’m a "Blue Collar Scholar" — just don’t expect me to lead with that. What I lead with is clarity, credibility, and hard-earned insight you can trust when the stakes are high.

Satisfied Clients

Select Transactions

Successful M&A Transactions and Valuation Engagements

★ ★ ★ ★ ★

"Greg’s insight into the valuation process was eye-opening. He explained complex concepts in a way that made sense and gave us a clear roadmap for increasing the value of our company. His advice has been invaluable as we prepare for a future exit."

John Clark

★ ★ ★ ★ ★

"Working with Greg felt like having both a professor and an investment banker in the room. His combination of academic rigor and real-world experience gave us confidence in every step of the M&A process. We couldn’t have asked for a better advisor."

Elizabeth Johnson

★ ★ ★ ★ ★

"Greg is more than an advisor — he’s a trusted partner. He helped us understand what buyers are really looking for and guided us through a complex transaction with clarity and professionalism. I highly recommend him to any business owner considering a sale."

Michael Wim

Business Valuation • Mergers & Acquisitions

Frequently Asked Questions

More insights on business valuation and M&A.

What services does Greg Waller provide?

Greg provides two core services: formal business valuation through Cornerstone Valuation, and sell-side M&A advisory through Transact Capital, offering investment banking expertise for middle-market business owners.

What is “Sell-Side M&A Advisory?

In a Sell-Side M&A engagement, the advisor works with the business owner to help them market the company to the correct audience, obtain the highest offers for the company, and help the business owner navigate the due diligence and closing process.

Generally, there are two groups of buyers who buy companies. We call them “professional buyers” and “owner-operators”. Professional buyers include strategic buyers and private equity firms and owner-operators are individuals who are looking to buy a company that they can run.

The process of marketing a firm to professional buyers is much different than the process of marketing a company to owner-operators. Whether the “right” market for a company is the professional buyer or owner-operator market depends on the specifics of the company. Often, it is the case the smaller firms (below $1 million in EBITDA) are better suited for owner-operators and larger firms are better suited for professional buyers. Greg and his team specialize in selling companies to professional buyers but they have a network of affiliates and referral sources to help businesses for which owner-operators are the right audience.

You can learn more about the processes for selling to professional buyers and owner-operators here: CLICK TO DOWNLOAD NOW

Who would benefit from a consultation with Greg?

If you are a business owner or an advisor to a business owner (lawyer, accountant, wealth advisor, etc.) and you want to learn more about formal business valuation, selling a company, or just interested in understanding value drivers, you will benefit from talking with Greg.

When is a third-party valuation needed?

An experienced, credentialed business valuation professional is often needed to value privately held companies because, unlike publicly traded companies whose stock trades on exchanges, there is no pricing mechanism for private companies. We can’t see the price at which the stock is trading for private companies.

Some common reasons that business valuation professionals get engaged are:

- Partnership buy-outs

- Marital divorces, if a business is involved

- Litigation support

- IRS tax filings (estate tax, gift tax, charitable gifts, etc)

The graphic at the link below provides more examples of when professional third-party valuations are needed.

What industries do Greg and his team work with?

Through their business valuation work, Greg and his team have worked with companies in virtually every industry. Since the fundamentals of formal business valuation are largely applicable across industries, Greg likes to say that they are business valuation experts and industry generalists.

The M&A teams at Transact Capital focus on several key verticals including: Human Resource Companies (i.e. Staffing Companies); Industrials & Infrastructure; Medical/Healthcare; Technology, including Prop Tech; and Consumer Products. Collectively, the team has built deep relationships across these verticals to ensure a deep market of qualified buyers for the companies they take to the market.

Testimonials

John Doe

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