M&G Financial Merges with BT Valuation, Forging an Integrated Advisory Hub

FRISCO, Texas – June 23, 2026 – In a move that signals a significant shift in the financial advisory landscape for middle-market companies, strategic finance firm M&G Financial has announced its combination with BT Valuation, an independent business valuation specialist. The unified organization will operate under the M&G Financial brand, creating a more comprehensive advisory platform designed to serve the complex needs of privately held businesses and their capital partners.

Under the terms of the combination, BT Valuation’s founder and CEO, Jeffrey Brewster, will join M&G as a Partner of Valuation Services, integrating his firm's deep expertise directly into M&G's existing suite of fractional CFO and strategic finance offerings. The move is a deliberate strategy to provide a seamless, end-to-end financial support system for companies navigating growth, transactions, and long-term value creation.

A Strategic Play in a Fragmented Market

The Dallas-Fort Worth metropolitan area, with Frisco at its core, is a hotbed for middle-market enterprise. Yet, the advisory services that support these companies have long been fragmented. Business owners often find themselves cobbling together support, engaging one firm for strategic financial oversight, another for tax compliance, and a third for the critical, event-driven need of a business valuation. This siloed approach can lead to inefficiencies, strategic gaps, and missed opportunities.

The M&G and BT combination is a direct challenge to this status quo. By creating what is effectively a “one-stop shop” for high-level financial strategy and expert valuation, the firm is addressing a clear market need for integrated solutions. This allows a single trusted partner to guide a business through both its day-to-day financial optimization and its pivotal, long-term strategic milestones.

“Merging with BT represents an important milestone in expanding the service offering for M&G clients as well as to our expanding client base,” said David Faranetta, Chief Executive Officer of M&G. “Together, we are better positioned to offer the services needed by our clients to grow their businesses and increase financial visibility and control.”

This integration is more than just an expansion of services; it represents a competitive advantage. The ability to embed valuation thinking into ongoing strategic financial management allows for a more proactive approach to building enterprise value, rather than simply measuring it when a transaction is imminent. For clients, this translates into a more robust and forward-looking financial strategy.

Empowering Growth from Strategy to Sale

For any privately held business, the journey from scaling operations to executing a successful sale or securing a major capital infusion is fraught with complexity. This is where the practical synergies of the M&G-BT combination become most apparent. M&G Financial has built its reputation on acting as a fractional CFO, helping clients accelerate performance by improving financial discipline. Now, that same team can seamlessly bring in world-class valuation expertise from a trusted internal partner.

Jeffrey Brewster’s background is particularly relevant. With over 1,500 valuations completed across a 20-year career, his experience spans a wide array of industries, including healthcare, retail, technology, and manufacturing. His work has often focused on helping business owners prepare for an exit, a process that involves identifying value drivers, cleaning up financial reporting, and building a market-ready plan. This expertise is now a core part of the M&G offering.

“We are absolutely thrilled about the level of sophistication along with the quantity and quality of services now available to our client base as a result of the merger with M&G,” commented Brewster. “Due diligence, sale preparation, financial advisory and financial reporting are all now easily accessible to our clients through our fantastic colleagues at M&G. This is an exciting time and we all look forward to going farther for our clients together.”

This creates a powerful, streamlined process for clients. A business owner contemplating a sale in the next three to five years can now work with a single advisory firm to both optimize current financial performance and meticulously prepare for the valuation and due diligence processes that will define the success of their exit.

Leadership Synergy and the Consolidation Wave

This merger is also a reflection of a broader consolidation trend within the professional services sector. As client needs become more sophisticated, the demand for integrated, multi-disciplinary solutions is rising. Specialized boutique firms are increasingly joining forces to offer the comprehensive capabilities that were once the exclusive domain of the largest global accounting and consulting giants. The M&G and BT combination is a prime example of this trend playing out with strategic precision in the middle market.

The synergy between the firm’s leaders further underscores the strategic fit. M&G CEO David Faranetta brings over three decades of high-stakes financial and operational experience, having served as CFO for major public and private companies where he led M&A strategy. His perspective is that of a seasoned architect of corporate financial strategy. In contrast, Jeffrey Brewster, a CFA charter holder, brings a career dedicated to the granular, analytical discipline of business valuation.

The fusion of Faranetta's macro-level strategic oversight with Brewster's specialized valuation expertise creates a leadership dynamic uniquely suited to the middle market. It combines the big-picture thinking required to set a company's direction with the detailed analysis needed to measure and defend its value. This strategic fusion of capabilities positions the new M&G Financial not merely as a service provider, but as a central architect of business value for the region's most ambitious companies.