COMMERCIAL REAL ESTATE INVESTMENT SALES & CAPITAL MARKETS · M&A ADVISORY

Two divisions. One standard.

Vaden LeBlanc is a private advisory firm operating across two divisions: Commercial Real Estate Investment Sales & Capital Markets Advisory, and M&A Advisory - serving owners, investors, and shareholders who prefer to move without an audience.

Focus
Real Estate Capital Markets & M&A
MMXXVI
$1B+
TRANSACTION VOLUME*
16+
Years advising
$1–20M
EBITDA focus
2
Divisions
8
Advisors
220+
BUSINESSES SOLD*

*Vaden LeBlanc is a team affiliated with Hedgestone Business Advisors, North America's #1 M&A Firm; #1 Fastest Growing Firm according to BizBuySell.

— Principle

We advise owners, investors, and shareholders on the confidential sale, recapitalization, and acquisition of commercial real estate assets and privately held companies. The transactions that matter most are rarely the ones that shout.

— Practice

Two divisions. One standard.

I

Commercial Real Estate Investment Sales & Capital Markets Advisory

Investment sales, dispositions, and acquisitions across commercial asset classes, paired with debt and equity placement, recapitalizations, and structured capital solutions for private investors, developers, operators, and family offices.

II

M&A Advisory

Sell-side and buy-side advisory for privately held companies - valuation, positioning, confidential buyer outreach, negotiation, diligence management, and succession planning, with concentrations in healthcare services and residential & commercial services.

— Team

Stewarded by few.

Samuel Vaden, Founder and Chief Executive

Samuel Vaden

FOUNDER & CEO

The assets and businesses that endure are the ones the world quietly can't do without.

— Samuel Vaden

Samuel leads the firm's work across both divisions - commercial real estate investment sales and capital markets, and M&A advisory. Over the course of 16+ years, he has advised on $1B+ in transactions, serving owners, investors, and shareholders of income-producing assets and privately held companies.

His clients operate in fragmented, active markets with strong retention, durable demand, and high interest from private equity, family offices, strategic acquirers, and institutional capital - conducted quietly and with discretion.

Joan Tapere, Managing Director - Healthcare Division

Joan Tapere

Managing Director - M&A Advisory, Healthcare

Joan Tapere serves as Managing Director within the M&A Advisory division, leading the firm's healthcare coverage and advising healthcare business owners, operators, and investors on mergers, acquisitions, and business transitions.

With more than 12 years of experience across the healthcare continuum, Joan brings deep industry knowledge and a practical understanding of the operational, financial, and regulatory factors that drive successful transactions. Her background spans a diverse range of healthcare sectors, including home healthcare, senior living and assisted living communities, medical billing and revenue cycle management, and healthcare staffing.

Brian Dunn, Managing Director - Business Services Division

Brian Dunn

MANAGING DIRECTOR - M&A ADVISORY, RESIDENTIAL & COMMERCIAL SERVICES

Brian Dunn serves as Managing Director within the M&A Advisory division, leading residential and commercial services coverage and advising owners, operators, and investors on mergers, acquisitions, and business transitions.

With more than 22 years of experience, Brian's background spans private equity leadership, Wall Street investment banking, family office consulting, and global e-commerce M&A - a combination that gives clients institutional-grade execution paired with an owner's perspective on value, timing, and structure.

— Board of Advisors

Counsel from operators.

Scott Rix, Board Member

Scott Rix

Board Member

Scott Rix serves as a Board Member of Vaden LeBlanc, bringing more than 30 years of executive leadership, strategic consulting, and business development experience across healthcare, industrial manufacturing, and business services. He has held senior leadership roles with Danaher Corporation, Hollaender Manufacturing, Dapra Corporation, and Southern Payroll & Bookkeeping, driving revenue growth, operational excellence, and market expansion.

Scott's background in global medical sales, manufacturing, and executive consulting provides valuable insight into the opportunities and challenges facing middle-market businesses. As a Board Member, he helps business owners maximize enterprise value, execute growth strategies, and successfully navigate mergers, acquisitions, and business transitions.

George Wilson, Board Member

George Wilson

Board Member

George Wilson serves as a Board Member of Vaden LeBlanc and is the Chief Executive Officer of Southern Payroll & Bookkeeping, where he helps small and middle-market businesses improve operational efficiency through payroll, HR, accounting, and workforce management solutions.

With executive leadership experience at Southern Payroll & Bookkeeping, Paychex, Ceridian, and Reliance Human Capital Management, George has advised hundreds of organizations on business process optimization, human capital strategy, and scalable growth initiatives. His expertise in operational excellence and organizational performance enables business owners to strengthen profitability and build long-term value.

As a Board Member, George brings practical insight into the operational and financial drivers that position companies for growth, successful transitions, and maximizing enterprise value.

Resources

Insights by division

Cornerstone guides on selling, valuing, and acquiring privately held companies and commercial real estate assets - written for owners considering an exit in the next one to five years, and for the investors and strategics evaluating them.

Healthcare M&A01

The Complete Guide to Selling a Healthcare Business in Today's Market

Current trends, active buyers, valuation drivers, and the path from LOI to closing.

8 min readRead
M&A Advisory
Valuation02

What Is My Healthcare Business Worth? Understanding Healthcare Valuations

EBITDA, multiples, and the variables that separate a good business from a premium asset.

7 min readRead
M&A Advisory
Sell-Side Strategy03

Selling a Business: Why Preparation Begins 2–3 Years Before You Exit

The work that compounds value is done long before a banker is engaged.

6 min readRead
M&A Advisory
Healthcare M&A04

Private Equity in Healthcare: What Every Owner Should Know Before Selling

Platforms, add-ons, recapitalizations, and life after the closing table.

8 min readRead
M&A Advisory
Valuation05

10 Factors That Increase the Value of Your Healthcare Business

The variables buyers reward — and the ones they discount.

6 min readRead
M&A Advisory
Business Services M&A06

The State of Business Services M&A: Opportunities for Owners

Active buyers, consolidation trends, and where the multiples are going.

7 min readRead
M&A Advisory
Business Services M&A07

MSP, IT Services & Cybersecurity Companies: Why Buyers Are Paying Premium Valuations

The subsectors where recurring revenue, retention, and security demand converge.

6 min readRead
M&A Advisory
Buy-Side Advisory08

Buy-Side Advisory: How Strategic Buyers Find the Right Acquisition Targets

Discipline in sourcing, diligence, and integration for acquirers with a thesis.

7 min readRead
M&A Advisory
Sell-Side Strategy09

Common Mistakes Business Owners Make When Selling Their Company

The avoidable errors that compress valuation and derail transactions.

6 min readRead
M&A Advisory
Sell-Side Strategy10

Strategic Buyers vs. Private Equity: Which Buyer Is Right for Your Business?

Two buyer types, two very different transactions.

7 min readRead
M&A Advisory
Investment Sales11

How a Disciplined Commercial Real Estate Investment Sales Process Creates Value

Positioning, buyer selection, and the mechanics of running a competitive marketing process.

7 min readRead
Real Estate Capital Markets
Capital Markets12

Cap Rates, Cost of Capital, and What Actually Sets Commercial Property Values

Why the debt markets, not the sale comps, determine where pricing clears.

7 min readRead
Real Estate Capital Markets
Debt & Structured Finance13

Structuring Commercial Real Estate Debt in a Higher-Rate Environment

Fixed versus floating, lender selection, and the terms that matter more than the coupon.

8 min readRead
Real Estate Capital Markets
Investment Sales14

1031 Exchange Strategy: Deferring Tax Without Compromising the Asset

Timelines, replacement property discipline, and the traps that turn deferral into a bad purchase.

6 min readRead
Real Estate Capital Markets
Asset Strategy15

When to Sell a Commercial Property: Hold Period, Basis, and the Honest Case for Exit

A framework for deciding whether the next dollar of return is better earned elsewhere.

6 min readRead
Real Estate Capital Markets
Capital Markets16

Underwriting Net Operating Income: What Institutional Buyers Actually Adjust

The line items where seller pro formas and buyer models diverge, and why it costs you.

7 min readRead
Real Estate Capital Markets
Investment Sales17

Sale-Leaseback: Unlocking Capital Trapped in Owner-Occupied Real Estate

How operating companies convert real estate equity into growth capital without giving up the building.

6 min readRead
Real Estate Capital Markets
Asset Strategy18

Private Capital and the Commercial Real Estate Repricing

Where the maturity wall, the equity gap, and patient capital intersect over the next thirty-six months.

7 min readRead
Real Estate Capital Markets
— Inquiry

Opportunities move differently here.

Investment sales assignments, capital markets mandates, sell-side and buy-side engagements, and considered introductions are welcomed. Correspondence is reviewed personally and held in confidence.