M&G Financial (“M&G”), a strategic finance and fractional CFO firm, and BT Valuation (“BT”), an independent business valuation firm, today announced the strategic combination of their organizations. The combined firm will operate under the M&G Financial brand with Jeffrey Brewster joining M&G as a Partner of Valuation Services.

This combination enhances M&G’s capabilities and expands its strategic finance platform, allowing the firm to provide more integrated advisory support to privately held businesses, professional practices, and their capital partners. “Merging with BT represents an important milestone in expanding the service offering for M&G clients as well as to our expanding client base,” said David Faranetta, Chief Executive Officer of M&G. “Together, we are better positioned to offer the services needed by our clients to grow their businesses and increase financial visibility and control.”

Jeffrey Brewster, CEO of BT commented: “We are absolutely thrilled about the level of sophistication along with the quantity and quality of services now available to our client base as a result of the merger with M&G. Due diligence, sale preparation, financial advisory and financial reporting are all now easily accessible to our clients through our fantastic colleagues at M&G. This is an exciting time and we all look forward to going farther for our clients together.”

About M&G

As a trusted partner, M&G accelerates company growth and performance by increasing financial visibility and control. The M&G team of professionals work directly with your team, including key lending and private equity partners, to maximize the value of your company.

About BT

BT provides comprehensive business valuation services to privately held companies, professional practices, and the advisors who serve them. With over 20 years of experience and more than 1,500 valuations completed, we bring deep expertise across multiple industries including healthcare, retail, technology, manufacturing and professional services.

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