Contact Broker

13146 Ballantyne Corporate Place, Suite 275
Charlotte, North Carolina 28277
(View Map)
Affiliated Broker
Jay Offerdahl
About the Company
Viking's leadership in the industry has pioneered and set the professional standard by which all Intermediary firms are measured. Viking Mergers & Acquisitions is committed to work diligently with every client, as an advocate providing a comprehensive consultative approach to each and every business transaction.
Our goal is clear: to maximize the value you derive from buying a business.
Broker Biography
Introduction
Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 70 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press.
In business since 1999, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast.
Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Services Provided
Choose to work with Viking Mergers & Acquisitions when acquiring a business, and team up with the Nation's premier firm. Viking provides specialized Intermediary business services and representation throughout the merger, acquisition, and divestiture process. Our tradition of bringing qualified buyers and committed sellers together is the cornerstone of our organization.
Areas Served
Business For Sale Listings
Cash Flow: $1,063,000
Charlotte, NC
View Details Long-Tenured Dermatology Clinic in Affluent Metro #1962
Listing Price: Market ValueA highly reputable dermatology and aesthetics practice is available for acquisition in a thriving and affluent metro area. The business has been operating for over 30 years and has earned a trusted reputation for excellence in both medical dermatology and cosmetic services, including advanced laser treatments. Patients value the physician-led care, advanced treatments, and high-quality results that set this practice apart.Highlights• Prime location in a growing, affluent corridor with strong demographics• Stellar reputation and 30+ years of patient trust• Diverse and loyal patient base, balanced between medical and cosmetic services• Established team including experienced physician assistants and long-tenured staff with very low turnover• Facility owned and well maintained, currently operating at ~80% capacity with room for Less
Cash Flow: $329,247
Charlotte, NC
View Details Premier Med Spa | Strong Recurring Revenue & Semi-Absentee Owner #1944
Investment Highlights:• 20+ years of market presence with strong brand reputation• Robust & recurring membership base• Absentee ownership structure; seasoned, autonomous staff in place• High-margin, cash-pay model with diversified service offerings• Staff currently operating at ~55% capacity due to spatial constraints, offering significant expansion potential• Leading-edge equipment and curated service menu• Ideal for strategic buyers, physicians, or multi-location wellness groups seeking a scalable platform in an affluent, high-growth marketGrowth Drivers:• Expand into larger footprints to capture unmet demand• Add treatment rooms, staff, and high-demand service lines• Leverage digital marketing and event-based revenue streamsTransaction Details:• Asset sale; includes all equipment ($342k value), inventory ($59k value), and trade name• Owner is open to transition support for seamless handoverFor More Information:A detailed Less
Cash Flow: $560,000
North Carolina
View Details Well-Established Plastic Surgery Practice in Prime Location #1943
With over 15 years of successful operations, this premier plastic surgery practice is a go-to destination for both surgical and non-surgical aesthetic procedures. Known for delivering exceptional results and patient care, the practice enjoys a loyal following and strong brand presence in one of the region’s most affluent, fast-growing communities.The practice benefits from a seasoned and long-tenured team, modern equipment, and an efficient operational setup. Located in one of the region’s fastest-growing upscale communities, this practice presents multiple avenues for continued growth, including expansion of non-surgical services, the addition of a second surgeon, and extended operating hours. The current owner is committed to ensuring a smooth transition and is willing to provide mentorship and ongoing support to ensure continuity and help transition relationships. This opportunity is ideal for a board-certified or Less
Viking Mergers & Acquisitions has sold over 900 businesses across the Southeast since 1996. This ranks us the #1 M&A company in our space in the Southeast, and in the top 2% nationally. We sell 85% of the businesses we list, which is almost 4x the national average. With our strong support staff in place, we sell those businesses at an average 96% of list price.
Roger is a seasoned finance professional, with over 25 years of international experience in leading Consulting, Corporate Finance, M&A, Treasury and Corporate Banking functions. He is a Certified Treasury Professional, CFA level 1, and MBA, who had the opportunity to work for multinational corporations in Americas and Europe. He is a Certified Franchise Broker, a licensed Real Estate Agent in Texas, and also an Entrepreneur who started two businesses on his own in the past, which sold successfully. Roger is an avid learner whose real passion is about advising and helping other people to pursue their dreams and succeed. He loves traveling and usually spends his free time with family and friends.
Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 70 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press. Since 1996, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast. Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Raised in an Army family, I went on after college to serve as an Army Aviation officer, serving most of my time in Germany. Upon exiting my service, I moved to Minnesota with the intention of getting an MBA in finance. I took a position with a small start-up that sold refurbished IBM enterprise servers tasked with developing and building-out their tech center. For the first two years, I was responsible for all back-end operations of the company. The owners offered me a position as a computer broker, which I accepted. What started as a job to pay the bills while in grad school led to a 20+ career with the company. I was the IBM Power systems product manager when I left, responsible for all IBM sales and inventory management.
Rob is the Managing Partner of Viking’s Baltimore, MD office. With over 30 years of experience, he has played a key role in numerous M&A transactions ranging from $1 million to $125 million. He primarily worked with both strategic and private equity-backed buyers, assisting in both platform and add-on acquisitions. Having a strong buyside perspective, Rob brings unique insights to sellers, helping them maximize their business's value. Rob is a seasoned business leader with a proven track record in operations, sales, and business development across diverse industries, including manufacturing, distribution, technical services, software, consulting, and digital marketing. Previously, Rob served as CEO of IndySoft, where he drove value creation initiatives, and as VP of Service at Transcat (TRNS), where he led the growth of the service division from $48 million to $84 million. Additionally, through his consulting firm, he has advised middle-market private investment firms on thesis development and acquisition strategy. He also currently serves as a board member for a private equity-owned platform. Rob holds an Executive MBA from Loyola University’s Sellinger School of Business.
Choose to work with Viking Mergers & Acquisitions when acquiring a business, and team up with the Nation's premier firm. Viking provides specialized Intermediary business services and representation throughout the merger, acquisition, and divestiture process. Our tradition of bringing qualified buyers and committed sellers together is the cornerstone of our organization. About Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 75 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press. In business since 1996, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast. Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Choose to work with Viking Mergers & Acquisitions when acquiring a business, and team up with the Nation's premier firm. Viking provides specialized Intermediary business services and representation throughout the merger, acquisition, and divestiture process. Our tradition of bringing qualified buyers and committed sellers together is the cornerstone of our organization. About Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 70 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press. In business since 1996, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast. Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 70 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press. In business since 1996, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast. Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Phil has over 30 years of experience as a real estate broker, entrepreneur and intermediary. Phil started a real estate company, building it into a successful business with three offices and over 60 agents. He has proven success in commercial and residential real estate as well as in running a business. Since joining Viking Mergers & Acquisitions in 1999, Phil has helped clients find unique combinations of value that truly maximize the benefits to all parties involved. He brings his enthusiastic, creative, and professional approach to every business sale opportunity, large or small, and has consistently been a top producing broker. Phil specializes in mergers & acquisitions, customized exit strategies, succession planning and commercial real estate and with expertise in the childcare, logistics & supply chain, property management (including HOA), and manufacturing industries. Specialties: Business valuations, mergers and acquisitions, property management firms, logistics and supply chain, business development, business sales, childcare, and HOA companies.
Kevin joined Viking in 2015 after they successfully sold his company. His varied career includes 25+ years in corporate sales and product management at Corning and Rubbermaid before moving to Charlotte to work in various executive-level positions at Springs Global in Fort Mill. More recently, he was the 10-year owner/operator of a marketing services business offering graphic design, printing, direct mail, and website design services. He is also a licensed Realtor® in North and South Carolina. A graduate of Lafayette College with a BA degree in Economics & Business, Kevin went on to obtain his MBA from the University of Pittsburgh. At Viking, Kevin looks for opportunities to apply his experience and knowledge of large and small business for the benefit of his clients. Analytical by nature, he approaches every opportunity or challenge with personal integrity, hard work, a strategic perspective, and is guided by the Golden Rule. Combining Kevin’s “next step” mentality with Viking’s disciplined selling process help him achieve maximum value for his clients’ businesses. While not at work, Kevin enjoys spending time with his wife of 45 years and visiting their grown children in Jacksonville, Winston-Salem, and Seattle. He’s an avid investor and loves travel, tennis, and anything outdoors. He’s also a licensed real estate broker in NC and SC and is Board President of his Uptown Charlotte condominium association.