SMB M&A
We help buyers, sellers, investors & brokers.
Owners
A successful exit requires planning and preparation. We assist owners in creating the conditions for optimal outcomes when they do eventually leave their business. We get a deep understanding of your needs and business, build a market, and find the right buyer for you and your company.
Buyers
We assist you in the entire process from search to close. Whether you're learning about search, need assistance in the process or finding opportunities, or need to raise capital, we can help guide you.
Investors & Brokers
If we find the right business, we may acquire it ourselves or look for equity ownership. We create deal flow for Investors and Searchers looking for opportunities. We help brokers by co-brokering, finding buyers and forwarding opportunities that aren't the right fit for us.
About
We offer a variety of SMB services as experts in sales, lower middle market M&A, strategy, change management, and building efficiency & agility.
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Invest in profitable small businesses, either through equity or acquisition.
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Exit planning and SMB consulting to improve operational efficiency, sales, strategy, or prepare for a pending sale
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Helping aspiring searchers and entrepreneurs accomplish their ETA goals.
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Advise and assist in lower middle Market M&A, bringing together buyers and sellers, and all the resources needed for a successful transaction.
Investment Criteria
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Lower Middle Market small businesses
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$1M+ top line revenue
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Sustainable cash flow model
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Long Term Demand
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Resistant to economic downturns
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Fragmented Industries
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Opportunities to add-on or expand
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In need of improvements to sales, processes, and modernization.
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Opportunities for public sector contracting.