The DAK Group

12/09/2025

We are honored to have been voted the #1 Investment Bank in New Jersey for the third year in a row! We bring the same dedication and expertise that earned us this distinction to clients across the United States.

While New Jersey has been our home for four decades, our reach extends nationwide, delivering strategic insight and exceptional results to business owners coast to coast.

“This is a real honor, and we deeply appreciate the support by so many of our clients and our professional services colleagues. New Jersey has been..."

Read the full press release here: https://bit.ly/3MirrGj

10/07/2025

We are pleased to announce that our client Rosco Vision has received an investment from Graycliff Partners LP. “Rosco is a world class company. The investment from Graycliff Partners affords Rosco the opportunity to leverage its existing platform and accelerate the growth of its business.” stated Alan Scharfstein, CEO of The DAK Group who led the transaction along with Derek Zacarias, Director, Yanni Leakas, Associate and Shadi Yakoup, Senior Analyst.

Learn more about this transaction: https://bit.ly/3WvcSRe

09/18/2025

The best way to maximize the value of your business when selling is to run a competitive process, garnering multiple offers from prospective buyers, sometimes called an auction.

Alan Scharfstein, DAK’s CEO explains the nuances of what it takes to run a successful auction, as he discusses the Competitive Auction Process in the Sell My Business Podcast, with Jeffrey Feldberg, founder of Deep Wealth. Listen to the full episode here: https://bit.ly/3j43LEt

09/16/2025

We are pleased to announce that Coastal Realty has been acquired by Howard Allen Tate Real Estate, driving New Growth in South Carolina and Savannah Real Estate Markets.

“Coastal Properties is an exceptional business with a strong market position, family values, and deep client loyalty—making it an ideal strategic fit for Howard Hanna Allen Tate Real Estate,” said Kevin L. Wilson, Principal at The DAK Group, who led the transaction with assistance from Matthew Wisneski, Associate and Korin Jeter, Marketing & Banking Specialist

Read the full press release here: https://bit.ly/41VkaB5

09/04/2025

Every day, business owners take on significant risk, pouring time, capital, expertise, and sweat equity into building a successful business, only to hand over a growing portion of their profits to Uncle Sam each year. And when you exit your business? That liquidity event will most likely be the largest tax bill you will ever see. But there’s good news. With proper tax planning now, you can minimize future tax implications when you do sell your business—and pocket a larger portion of the sale proceeds. Speak with your CPA about which of these strategies are best for you and your business: https://bit.ly/4n7pMk1

08/19/2025

Getting that unexpected knock at your door—or a mysterious ‘opportunity’ call? Be ready. Our must-have checklist covers 10 critical questions to protect your business’s value before you even think about saying ‘yes.’ Download your copy now: https://bit.ly/4mkALGz

Our experts are exclusively dedicated to helping middle-market business owners and entrepreneurs grow and sell their companies – at the right time, for the right value.

08/12/2025

Unlocking the full value of your business isn’t just about impressive revenue numbers—it’s about proving they’re sustainable and trustworthy. A Quality of Earnings (QoE) report can help you avoid the hidden pitfalls that derail deals and instead position your company as a buyer’s top choice. Learn how this powerful tool can turn potential red flags into green lights for a smooth, profitable sale. Read the full article here: https://bit.ly/45qHN5u

07/29/2025

We’re grateful to Stephen Oatway for making the introduction that brought Chris Vanderzyden of Legacy Partners, LLC together with Alan Scharfstein and The DAK Group—sparking what has become an exciting new partnership.

This connection is a meaningful value-add for DAK, aligning seamlessly with our mission to help business owners unlock maximum value in their companies. Legacy’s deep expertise in exit planning complements our M&A advisory services, creating a more powerful offering for the clients we serve. Steve’s insight in recognizing this synergy helped bring together two firms that are stronger together—and better equipped to drive exceptional outcomes for business owners. Click to learn more about Chris: https://bit.ly/3TZ5tbX

07/22/2025

You know the old saying, “Marry in haste, repent at leisure?” Dating back to 1693, it still stands the test of time—surprisingly, even in the mergers and acquisitions world. When selling your business, you may be tempted to accept the first attractive offer you receive. But relying on a single buyer can expose you to significant risks and missed opportunities.

Drawing in multiple buyers is not just advantageous, it is often essential for maximizing value and ensuring a successful sales transaction. Click here to learn why engaging multiple buyers is crucial in the M&A process: https://bit.ly/3GNDRDB

07/15/2025

We are excited to welcome Lou Monari to the DAK Group!

"We are excited that he has joined the DAK team as we enable business owners to maximize and realize the value of their companies “said Alan Scharfstein, CEO and President of The DAK Group. Learn more about Lou: https://bit.ly/3GMfENQ

07/08/2025

Exciting news for privately held business owners!

The DAK Group and Legacy Partners have joined forces in a strategic partnership to offer comprehensive exit planning and M&A solutions tailored for privately held businesses.

This collaboration brings together decades of expertise to help business owners strategically plan for the future—whether it’s succession, growth, or an eventual sale.

Learn more about how this partnership can help unlock value and guide owners through every stage of the exit planning and M&A process: https://bit.ly/406kX18

06/26/2025

Milton Kahn, Managing Director at The DAK Group, joined industry peers on a panel at EisnerAmper’s Internal Manufacturing & Distribution Day to discuss the evolving M&A landscape.

From shifting valuations to increased buyer selectivity, the panel explored what today’s market means for business owners considering a transaction.

Thank you to Travis Epp, Niky Ramos-Juarbe and the team at EisnerAmper for hosting a thoughtful and timely discussion.