M&A Firm

Many business owners spend a lifetime building successful companies, only to find themselves underserved when it’s time to sell. While large corporations benefit from big-name dealmakers, the lower-middle market businesses (those valued between $5–100M) aren’t as likely to receive the same level of attention in their mergers and acquisitions deals.
Commonwealth M&A was founded to change that. Established by transactional attorney and CPA, Rick Calabrese, and Joe Bergin, a Johnson & Johnson financial alum, the firm delivers an integrated approach to M&A that combines legal, tax, and financial expertise to make up one dream team. Their unique model ensures business owners not only maximize value but also exit on their terms, without losing sight of what they’ve built.
Since its inception in 2023, Commonwealth M&A has redefined what M&A advisory looks like in today's market. The firm has earned particular traction among family-owned and founder-led companies in the HVAC, plumbing, landscaping, manufacturing, healthcare, and industrial services sectors.
Commonwealth M&A’s mission goes far beyond closing deals. Rick and Joe care deeply about helping business owners protect their legacy, securing the best possible outcome, and transitioning their business with ease. Through hands-on guidance and partnership, Rick and Joe give their clients the clarity and confidence they need to make one of the biggest decisions of their lives. That mix of personal dedication and professional expertise has made Commonwealth M&A known for doing business differently – with integrity, empathy, and a deep personal understanding of what’s at stake.