Mergers and Acquisitions Consultants · West Palm Beach, Florida

Your life’s work. A future shaped
around you.

Work with a mergers and acquisitions consultant who takes time to understand your business, your priorities, and what comes next.

Boutique M&A advisory, exit planning, and business brokerage for the business you’ve built and the life you want next.

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How We Work
Owner experience

We’ve built and sold businesses ourselves.

Personal attention

Advice shaped around your priorities.

Thoughtful preparation

A clear next step, whether you sell now or later.

The right fit

A mergers and acquisitions consultant who starts with your goals.

Your goals, your business’s readiness, and the complexity of a potential sale all matter. We’ll help you understand which service fits.

M&A Advisory

For transactions from $1 million to $100 million

For established businesses that need preparation, targeted buyer outreach, and coordinated guidance through a complex transaction.

  • Prepare the business and its financial story.
  • Connect with appropriate strategic and financial buyers.
  • Evaluate offers and navigate diligence and closing.
Explore M&A Advisory

Business Brokerage

Business brokers for smaller, owner-operated businesses

We provide a focused sale process with confidential marketing, buyer screening, and guidance from preparation through closing.

  • Present the business clearly to suitable buyers.
  • Evaluate buyer qualifications and offers.
  • Coordinate the steps toward a completed sale.
Explore Business Brokerage

Not sure which approach fits? Start with a conversation—no valuation required.

 

What we do

M&A advisor services for every stage of your transition.

Whether you are preparing to sell, planning ahead, or weighing an unexpected offer, we help you understand your options and decide how to move forward.

01

Sell-Side M&A Advisory

Prepare your business for market, connect with appropriate buyers, and evaluate the terms that shape your outcome. We guide the process through negotiation, diligence, and closing.

Discuss a potential sale
02

Exit Planning & Sale Preparation

Understand what buyers may value, what could create hesitation, and what deserves attention before a sale. Valuation insight and a preparation plan help you decide what to work on and when.

Talk through your timing
03

Unsolicited Offer Review

An unexpected offer can raise more questions than answers. We help you assess the buyer, understand the proposed terms, and consider your alternatives before deciding how to respond.

Discuss an offer
04

Business Brokerage

A professional sale process for smaller businesses, with thoughtful preparation, confidential marketing, buyer screening, and clear communication through closing.

Talk about your business
05

Buy-Side Advisory

Clarify your acquisition criteria, consider suitable opportunities, and evaluate the business and transaction terms as you move toward an acquisition.

Discuss an acquisition

 

Sarah and Rajiv Khatri of Sailfish Equity Advisors

PERSONAL. ON PURPOSE.

People you know.
Advice you can
talk through.

Rajiv & Sarah Khatri

Managing Partners · Sailfish Equity Advisors

We’ve built and sold businesses ourselves. We understand that a sale can affect your family, your employees, and your plans for what comes next.

Sailfish is a boutique mergers and acquisitions consulting firm, personal by intention. We take time to understand your priorities, explain the tradeoffs, and help you make informed decisions throughout the transition.

✧ Our faith informs how we serve: with integrity in our advice, stewardship of what you’ve built, and care for the people a transition touches.

Meet the Sailfish team

Experience supported by professional training.

Professional education, designations, and memberships represented on our team.

Cornell University executive education, Sailfish Equity Advisors
CM&AP Certified Mergers & Acquisitions Professional (CM&AP) designation Mergers and Acquisitions Trained certified and licensed
International Business Brokers Association (IBBA) member
M&A Source member, lower middle market M&A advisors

How we work

A clear process, shaped around your goals.

Start with a conversation about where you are today. The right next step may be preparing for a sale, evaluating an offer, or planning ahead.

  1. 01

    Start with a conversation

    Tell us about your business, your timing, and what matters most to you. You do not need every answer before we talk.

  2. 02

    Agree on the approach

    We clarify the service, scope, and responsibilities before beginning an engagement.

  3. 03

    Assess and prepare

    We review the business, its financial story, and the questions a buyer is likely to ask, then identify the preparation that matters.

  4. 04

    Engage the right buyers

    When you are ready to go to market, we develop the positioning and approach suitable buyers through a confidential process.

  5. 05

    Navigate the transaction

    We help you evaluate offers and coordinate negotiation, diligence, and closing alongside your legal, tax, and other professional advisors.

A thoughtful next step can be valuable even when a sale is years away.

 

In our clients’ words

Advice that makes a personal difference.

“He did not just look at the numbers. He understood the people behind the business.”

Elizabeth M.

Read full review

Selling our cabinet business was one of the biggest decisions we have ever made, and Sailfish Equity Advisors helped guide us every step of the way. Raj was knowledgeable, patient, and deeply thoughtful in how he approached the process. He did not just look at the numbers. He understood the people behind the business. His experience showed in every conversation, and we are grateful for the care and professionalism he brought to the transaction.

“When I first reached out to Sailfish, I wasn't quite ready to sell.”

Paul D.

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When I first reached out to Sailfish, I wasn't quite ready to sell. Their team didn't just push me into a sale—they helped me scale my construction company strategically, increasing its value far beyond what I ever expected. When the time was right, they connected me with serious buyers and helped me achieve a highly profitable exit. The Sailfish team was exceptional every step of the way. If you're thinking of selling—even in the future—this is the team you want on your side.

“I found them to be extremely knowledgeable, efficient and professional in all aspects of the sale.”

Brien Batchelor

Read full review

I sold my business using Sailfish Equity Advisors. I found them to be extremely knowledgeable, efficient and professional in all aspects of the sale. If you're looking for someone who will put your best interest first, then they are your broker!

Industries we serve

Guidance grounded in your kind of business.

We work with established businesses across these industries. Your customers, operations, and revenue model help shape how we prepare the business and approach potential buyers.

Don’t see your industry? Tell us about your business.

 

Questions worth asking.

You don’t need every answer before starting a conversation.

  • Both can support a business sale. The right fit depends on the size and complexity of your business, likely buyers, and the preparation involved. M&A advisory often serves more complex transactions; business brokerage can be a good fit for smaller, owner-operated businesses. We will help you choose the approach that fits your goals.

  • That is a good time to start a conversation. Exit planning can help you understand your options, identify what may affect value, and prepare at a pace that fits your goals. A conversation does not commit you to a sale.

  • We plan how and when business information is shared, use confidentiality agreements where appropriate, and discuss buyer qualification before sensitive details are released. We will walk you through the process and the limits of confidentiality in a transaction.

  • You do not have to decide on price alone. We can help you assess the buyer, payment structure, conditions, timing, and alternatives so you can make an informed response. If you have received an offer or letter of intent, tell us where things stand before taking your next step.

  • We start by listening to your goals, timing, and questions. We then discuss whether our services fit and what a useful next step could be. Before any engagement begins, we agree on its scope and responsibilities. Starting a conversation does not commit you to selling.

  • A mergers and acquisitions consultant helps owners prepare for a transaction, understand potential value and buyers, evaluate offers, and navigate the sale process. At Sailfish, that work begins with your goals and includes coordination with your legal, tax, and other professional advisors.

WE’RE LISTENING.

Not sure what comes next?
Let’s talk it through.

“I’m thinking
about selling.”

“I want to be ready
in a few years.”

“Someone just
made me an offer.”

Business owner in a sage-green blouse reflecting on the future of her company.
Business owner reviewing an offer letter while speaking on the phone.
Business owner and operations leader planning for a future business transition.
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