Verified recordFinancial Services

Spencer Walters

Senior Director of m & a at Agenda Health

Based in Cincinnati, United States

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Seniority

Director

Department

Finance & Accounting

Location

Cincinnati

Industry

Financial Services

Company size

55

Contact information

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Email

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s•••••••@agendahealth.com

Phone

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Background

About Spencer Walters

As a trusted M&A advisor, I specialize in guiding both business owners and investors through the complexities of buying and selling privately held companies. For owners, I provide honest, strategic guidance to help you prepare for and navigate a successful exit or strategic partnership — often the most significant financial event of your life. My approach is tailored, discreet, and rooted in trust, ensuring you feel confident and in control every step of the way. For investors and strategic buyers, I bring curated opportunities and clear insights that align with your growth objectives. I believe in building long-term relationships and delivering value far beyond the transaction itself. Whether you're exploring a sale, planning your next acquisition, or simply want to understand the market, I'm here to provide perspective, clarity, and execution you can count on. Let’s connect — I’d be glad to learn about your goals and see how I can help.

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