Taylor's mission is to generate wealth and fulfillment for our clients, associates, and shareholders by building trusted relationships worldwide with those who share strategic vision and integrity; to continually be the best in our industry at strategically producing optimal results; and through our ongoing success to support those organizations which enrich humanity.


Founded by Chairman and CEO Ralph C. Taylor II, Taylor Advisory, LLC is truly unique in the crowded universe of investment banks and advisory firms. Since the company was founded in 1975, the Taylor family has been dedicated to providing the most professional, personalized, and confidential merger and acquisition advisory services possible. Under the stewardship of the Office of the Chairman, Taylor Advisory, LLC unique resources and areas of expertise — the Four Pillars — give us a distinct advantage in achieving our client's strategic goals and allow us to offer a unique body of service superior to our competitors. The Office of the Chairman thoughtfully coordinates the application of the Four Pillars, depending on the characteristics of a transaction, in order to realize our client's strategic objectives.

"...Taylor Advisory's unique resources and areas of expertise — the Four Pillars — give us a distinct advantage in achieving our client's strategic goals and allow us to offer a unique body of service superior to our competitors."

Four Pillars (Supported by In-house Recruiting Capabilities)

  • Synergy Analysis
  • Competitive Intelligence
  • Top Level Global Access
  • Classical Investment Bank

Taylor Advisory, LLC is comprised of a diverse mix of individuals, each with highly specialized expertise in their respective fields and geographic markets. In addition to representatives of the Taylor family and select key executives, Taylor’s Office of the Chairman includes a distinguished group of individuals with extensive senior level corporate experience. We strongly believe our clients are best served by leveraging the knowledge of these individuals with the proprietary methodologies utilized within each of the Four Pillars.

Since the firm was founded, Taylor has deliberately maintained a low media profile in order to operate with the highest level of confidentiality. Consequently, the majority of our new business comes from personal referrals by our advisors and clients rather than from mass marketing or branding initiatives. Due to our structure and the nature of our approach, we are well equipped to protect critical information, which might otherwise cause distractions or disruptions if leaked during a transaction.

We feel our record of achieving exceptional results, our ability to operate with the highest level of confidentiality, our commitment to personalized service, and our exclusive focus on merger and acquisition advisory distinguish us from our peers.

Taylor Advisory, LLC's Board of Management


Trey Taylor

Co-Chairman & CEO

Mr. Taylor, the eldest son of Ralph Taylor, joined the company in 1994, is a member of the Executive Board, and serves as Co-Chairman & CEO. He currently manages the firm’s buy-side business and specializes in the confidential acquisition of targets thought not to be for sale.

Mr. Taylor is chiefly responsible for the growth and development of Taylor's Global Advisor Network, and has traveled the world meeting with, hiring and continuously interfacing with most of Taylor's 1300+ senior corporate advisors. He supervises this resource of Senior Advisors to collaborate on acquisition and divestiture projects.

Mr. Taylor is the representative of the Office of the Chairman to Taylor's global client base and ensures the success of our deals and the accretion of value our deals bring for our clients.

He is a member of the Board of Management which is the ultimate planning and governing body that ensures Taylor's ongoing commitment to optimal results.

Mr. Taylor attended Hampden-Sydney College in Virginia and Georgetown University’s School of Foreign Service in Washington, D.C.


Ralph Taylor

Advisor to Taylor Advisory, LLC / Chairman, CEO & Founder, Taylor Companies

Mr. Taylor created the company’s vision and the concepts that have led to all of Taylor's innovative yet highly successful approaches to mergers, acquisitions & divestitures. He is the primary architect of Taylor's Global Advisor Network, which gives Taylor and its clients access to the key decision makers of virtually any company in the world.

In 1975 his entrepreneurial drive led him to form an executive search consulting firm that specialized in the strategic recruitment and placement of high-level senior executives for Fortune 500 clients. He personally pioneered many of the recruiting methods and techniques commonly used in the industry today.

Leveraging his existing knowledge, skills, and vast contact base, Mr. Taylor quickly expanded the firm’s services into the areas of management consulting, global mergers and acquisitions, and the execution of highly confidential divestitures.

Mr. Taylor has created a new paradigm of mergers, acquisitions and divestitures which has achieved results statistically superior to anywhere else in the industry. He is, by nature, a highly entrepreneurial thinker which leads  him to successful solutions not ordinarily pursued by existing investment banking and consulting resources in the world of business.

Mr. Taylor is driven by the goal of creating methodologies and services that enhance shareholder value through highly accretive acquisitions and divestitures that realize the true value to buyers rather than merely getting deals done.

Mr. Taylor is the ultimate guarantor of project quality and client satisfication. 


Kathy Peters

Chief Operating Officer

Mrs. Peters has dedicated more than 35 years to Taylor and has served many vital roles throughout her career. She joined the firm in 1983 and through her tenacious spirit and sharp intellect has become an indispensable member of our team. As the Chief Operating Officer, Mrs. Peters manages and coordinates day-to-day functions of each department to ensure productive collaboration and efficient resource allocation.

Mrs. Peters is a member of the Board of Management which is the ultimate planning and governing body that ensures Taylor's ongoing commitment to optimal results.

She lives in the beautiful Shenandoah Valley where she is active in her church.


Ronald D. Flack

Co-Chairman Emeritus

Mr. Flack, a career Senior Foreign Service Officer with the personal rank of Minister-Counselor (retired), managed Taylor's worldwide network of Senior Corporate Advisors, which supports all deal execution and marketing activities. He holds degrees from the University of Minnesota, the National Defense University, the Foreign Service Institute of the Department of State, and the Federal Executive Institute. Mr. Flack has served as the United States Permanent Representative to the United Nations in Geneva, Deputy Ambassador of the United States to Denmark, head of the United States Delegation to the Coordinating Committee for Multilateral Strategic Export Controls in Paris, and in other diplomatic postings in Athens, Abidjan, Algiers, and Manila. Mr. Flack also served as Diplomat-in-Residence at New York University where he taught international relations at the Robert F. Wagner Graduate School of Public Service.

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