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About the Firm

The Firm

Built for owners and acquirers who require senior counsel.

Halvern was founded on a simple premise. The sale or acquisition of a privately-held business is among the most consequential transactions a principal will undertake, and is too often treated as routine.

The firm operates differently. We accept a finite number of engagements each year so that each receives the attention, discretion, and senior counsel it deserves, from initial valuation through definitive closing.

Our approach favors patience over haste, certainty over expedience, and the long-term reputation of the firm over the short-term pursuit of fees. The firm does not chase volume. It does not promise unrealistic timelines. It does not delegate engagements to junior staff.

The result is a practice built for owners and acquirers who require not just a transaction, but the right transaction, completed with discretion, on appropriate terms, and on a timeline that respects the gravity of the decision.

The Standard

Three principles. Without exception.

I.

Selectivity

The firm accepts a finite number of engagements each year. This discipline ensures that every client receives senior attention from initial valuation through definitive closing, and that no engagement is treated as routine.

II.

Discretion

Confidentiality is the foundation of every engagement. The firm conducts initial conversations privately and without obligation, and treats client information with the care expected of senior counsel.

III.

Senior Counsel

Every engagement is led personally by senior counsel. The firm does not delegate strategy, valuation, or negotiation to junior staff. The client retains the same advisor from first conversation through definitive closing.

Industries Served

A focused practice across owner-operated sectors.

Halvern advises clients in the following industries, with senior attention to the operational and structural particularities of each.

001.Trades & Specialty ContractingHVAC, plumbing, electrical, mechanical, and specialty service businesses with established route density and recurring revenue.
002.Healthcare ServicesMedical, dental, and veterinary practices and groups, with attention to regulatory transition and clinical succession planning.
003.Manufacturing & DistributionOwner-operated manufacturers and regional distributors, including capital-intensive businesses with significant working capital and equipment value.
004.Early Childhood EducationChildcare, preschool, and early education operators, with experience in license transfers, real estate considerations, and family-led succession.
005.Professional ServicesLaw firms, accounting practices, and advisory businesses, with attention to client retention and partner transition.
006.Hospitality & Food ServiceRestaurants, hospitality groups, and food service businesses with established operating histories and brand equity.
007.Logistics & TransportationFreight, last-mile delivery, and brokerage operators, with attention to fleet, customer concentration, and contract structure.
Senior Counsel

Adam Gorzov, Managing Partner

Mr. Gorzov leads the firm's advisory and valuation practice. He represents owners and acquirers in confidential transactions across the trades, healthcare, manufacturing, early childhood education, and professional services sectors.

Begin a Conversation

Engagement begins with a private conversation.

The firm accepts a finite number of engagements each year. Initial consultations are conducted in confidence and without obligation.

Schedule Consultation+1 (917) 246-7038