Mergers & Acquisitions

At True North, we emphasize long-term relationships. We want to join your existing team of business advisors, alongside your bank, law firm, accounting firm, or estate/financial planner.

Our extensive industry contacts—ranging from local CPA and law firms to national investment banking firms, private equity and family offices—enable us to find the best-matched capital sources, sector-specific buyers, acquisition prospects, and specialized advice for your unique needs.


Strategic & Financial Advisory

True North provides a range of services to assess and increase value, including strategic intelligence, planning, management, diagnostic, and developmental services.

Nonprofit Advisory

Nonprofit Advisory

Our team is committed to providing timely advice and recommending best practices to ensure the success and sustainability of local nonprofit organizations. True North’s principals recognize that the financial knowledge, strategic skills, and relatable experiences they bring to private sector clients can also benefit nonprofit and faith-based organizations. Every client and project receives the diverse and expansive expertise of our team members.

Regulatory Compliance

The Principals of True North are registered representatives of Burch & Company, Inc., and any securities would be offered through Burch & Company, Inc., member FINRA/SiPC.

True North Strategic Advisors, LLC and Burch & Company, Inc. are not affiliated entities.