Andy Thelen

Background

About Andy Thelen

I am a Managing Director, FINRA licensed Investment Banker and serial entrepreneur that is passionate about serving business owners. I help clients identify and navigate the right opportunities for their priorities in the sale of their business. I provide a unique perspective with my prior experience building and scaling companies across industries. I know what it takes to maximize growth opportunities and to make transformation possible. My career started in sales and I found success in that capacity by building relationships first. I listen to clients to understand their goals so that I can provide credible, effective recommendations. I have applied those same skills across my career which has driven my success at each step. This includes designing, financing, and building projects from the ground-up and then successfully exiting. I understand the highs and lows of business. I use that knowledge to partner with clients through the sometimes-daunting process of selling their business. I strive to achieve their goals whenever possible and to provide practical guidance through the process. I am always open to potential collaborations. Message me and let’s schedule a time to connect. Offerings: • Sell-Side Advisory • Exit Planning • Market Value Assessments • Capital Markets • ESOP Transactions Coverage: Manufacturing, Distribution, Real Estate, Wholesale, Technology, Multi-location Businesses, Print, Business Services, Industrials, Engineering and Construction, Software