Lutz Advisors, Inc.

75 Prospect Street,
Huntington, New York 11743
United States

Lutz Advisors, Inc. was a financial advisory firm focused on serving clients from companies and private equity firms. The Firm was incorporated in 2001 and was based in Huntington, New York.


M&A Advisory Summary

Buyside vs Sellside

Year '17 '18 '19 '20 '21 '22 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.4/yr) 2 - 1 - - 1 4
  4

Most Recent

Target Company Date Value Type
Sign-up to View 2022-01-31 - Business Services
Sign-up to View 2019-03-07 - Retail
Sign-up to View 2016-02-01 - Restaurants
Sign-up to View 2012-01-18 41M USD Financial Services
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Sector Experience

Sector # Value
Financial Services Sign-up to View
Business Services Sign-up to View
Restaurants Sign-up to View
Retail Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  New York Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Buyout (LBO, MBO, MBI) Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (4) Deals
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1
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1
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1

Deal Values

Value # TOTAL
< $100M Sign-up to View
TOTAL Sign-up to View
Largest Gotham Bank of New York
$41M (2012-01-18)