Mr. Majerus is an accomplished Generalist M&A Advisor with over 30 years of financial services experience. He guides company owners and entrepreneurs through complex business transactions across various sectors, offering tailored solutions for diverse industries and business models.

Paul’s background includes serving as a Business Owner Strategist at BMO Private Bank. His career spans wealth management, investment advisory, and business strategy.

He leads clients through every stage of the M&A process, from initial valuation and market analysis to due diligence and deal closure. He also leverages a broad network to identify potential buyers and ensure competitive outcomes. His attention to detail and strategic thinking consistently lead to successful results.

Paul is highly skilled in developing exit and succession strategies that help entrepreneurs secure the greatest value for their business while ensuring a smooth transition and preserving their legacy. His forward-looking approach helps clients plan effectively for the future of both their business and personal wealth.

He holds a bachelor’s degree from Loras College and an MBA from the University of Iowa Tippie College of Business. Paul has completed several advanced professional development programs and maintains FINRA Series 7 and 66 licenses, reflecting his commitment to ongoing education and high professional standards.