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Three Sixty Seven Advisors

Unclaimed
Investment Bankingwww.threesixtyseven.comTampa, FLUpdated

Boutique mid-market M&A advisory delivering personalized guidance and end-to-end deal support.

Overview

Three Sixty Seven Advisors is a boutique, full-service M&A advisory firm serving mid-sized companies. We offer the resources and rigor of larger firms, but with a personalized approach that prioritizes each client's unique business, goals and timeline. Our team supports clients through complex transactions with a practical, results-oriented mindset, drawing on deep industry experience and a network of strategic partners. We focus on guiding you to maximize value while maintaining the continuity of daily operations. Our work is grounded in core values - ethics, confidentiality, transparency, relationship focus, respect and success - that inform every interaction and decision. Through a collaborative, client-centric process, we help you assess options, structure deals, manage due diligence and navigate negotiations with a steady hand. We serve mid-market companies across diverse industries, delivering clear guidance, disciplined processes and measurable outcomes throughout the deal lifecycle.

Mission statement

Driving Outcomes. Maximizing Value.

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What we offer

Sell-Side M&A

Service

Maximize the value of your business sale with tailored Sell-Side M&A advisory services.

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Buy-Side M&A

Service

Empower your growth with expert Buy-Side M&A advisory for strategic acquisitions.

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Corporate Debt Advisory

Service

Secure flexible debt capital solutions tailored to your business needs.

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Market segments

Buy-side M&A advisory

Advisory services to identify, evaluate and acquire targets for mid-market buyers, including mandate creation, targeted sourcing, screening, research and due diligence, introduction calls and closing support.

Products: Buy-Side M&A

Sell-side M&A advisory

End-to-end sell-side engagement management for mid-market companies, covering valuation, confidential information memorandum preparation, buyer outreach, due diligence coordination, management presentations and negotiation support to maximize sale value.

Products: Sell-Side M&A

Debt capital advisory

Independent debt capital advisory to secure financing for growth, acquisitions and refinancings across asset-based, cash-flow, unitranche, mezzanine, equipment finance, sponsor finance and revolving or term credit facilities.

Products: Corporate Debt Advisory

More information about our offering

Sell-Side M&A

Sell-Side M&A advisory service designed to maximize sale value for mid-market companies. We design a comprehensive sales process, prepare marketing materials, and manage the entire sale—from valuation and buyer outreach to due diligence and closing. Three Sixty Seven Advisors provides industry-expert recommendations, valuation insights, a confidential information memorandum, direct contact with potential acquirers, and hands-on guidance at each stage to minimize disruption to your business.

  • Ensure Smooth Transactions
    You will have a dedicated advisor who understands your objectives and manages every aspect of the M&A process to ensure it aligns with your goals.
  • Streamline Due Diligence
    Our team coordinates the due diligence process, ensuring timely responses and thorough evaluations.
  • Accelerate Buyer Outreach
    We facilitate introductions to qualified buyers, enhancing visibility and competition for your business.
  • Inform Pricing Strategies
    We provide analysis and insights that inform your pricing strategy to maximize return from the sale.
  • Showcase Business Effectively
    Our team prepares a comprehensive memorandum that highlights your business's key attributes to attract potential buyers.
  • Leverage Industry Knowledge
    Expert insights help shape your sale strategy, enhancing the likelihood of maximizing your business's value.
  • Highlight Business Strengths
    We help prepare and coordinate presentations that effectively showcase your business to potential buyers.
  • Protect Your Interests
    We carefully analyze offers to ensure all terms align with your goals and expectations.
  • Facilitate Buyer Due Diligence
    We organize site visits, allowing buyers to better understand your operations and business potential.

Buy-Side M&A

Buy-Side M&A advisory service to help you identify, evaluate, and acquire targets to expand into new markets. Our disciplined, pragmatic approach is supported by mandate creation, thorough research and due diligence, targeted sourcing, screening, introduction calls, and closing assistance.

  • Define Acquisition Goals
    Establishes clear objectives to guide the search for suitable acquisition targets.
  • Identify Acquisition Targets
    Ensures a comprehensive analysis of potential acquisitions to enhance decision-making.
  • Ensure Smooth Closures
    Provides assistance through the final negotiations and documentation processes to secure successful deals.
  • Build Acquisition Pipeline
    Creates a robust list of potential acquisition targets tailored to client needs.
  • Filter Candidates Effectively
    Ensures only the most aligned acquisition targets are presented to the client.
  • Facilitate Strategic Discussions
    Initiates conversations to gauge interest and compatibility with potential targets.

Corporate Debt Advisory

Corporate Debt Advisory helps you secure debt capital to support growth, acquisitions and refinancings. We provide independent, collaborative guidance and access to a wide range of debt options beyond traditional bank financing, backed by market insight and lender relationships to deliver fast, flexible financing solutions.

  • Engage Independent Advisors
    Gain unbiased advice and a wider selection of financing solutions tailored to your goals.
  • Leverage Team Expertise
    Experience a hands-on approach with continuous support throughout the advisory process.
  • Experience Responsive Service
    Benefit from a committed team that provides timely support and transparent communications.
  • Access Asset-Based Financing
    Secure loans based on the value of your assets, providing needed liquidity for growth.
  • Receive Insightful Recommendations
    Benefit from tailored strategies that leverage industry-specific knowledge for optimal financing solutions.
  • Establish Flexible Credit Lines
    Optimize your cash flow management with tailored credit facilities.
  • Enhance Working Capital Management
    Access resources to optimize your working capital and operational efficiency.
  • Utilize Cash Flow Financing
    Get financing based on future cash flow expectations, enhancing operational flexibility.
  • Finance Essential Equipment
    Access financing designed specifically for acquiring critical equipment to support your operations.
  • Secure Traditional Financing
    Explore established financing options that meet standard banking criteria.
  • Access Unitranche Financing
    Benefit from simplified financing structures that combine multiple debt tranches.
  • Access Mezzanine Financing
    Secure subordinated debt to enhance capital flexibility without diluting ownership.
  • Explore Senior Stretch Loans
    Access loans that allow for additional leverage over traditional senior debt.
  • Utilize Sponsor Financing
    Engage financing options specifically designed for private equity-sponsored transactions.

Sources

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