SMB M&A
We help buyers, sellers, investors & brokers.
Owners
A successful exit requires planning and preparation, and the right buyer. We assist owners in achieving optimal outcomes when they do eventually leave their business, which starts with getting a deep understanding of your needs and your business.
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
We source and vet opportunities, bringing you solid deals that meet your investment criteria.
About
We offer a variety of services as experts in lower middle market M&A, strategy, change management, and building efficiency & agility.
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Invest in profitable small businesses, and operators, either through equity or acquisition.
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Assisting owners with various strategies to preserve their legacy and sell all or part of their business to help them realize their goals, create liquidity, and long lasting prosperity.
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Advise, Assist, and Invest in aspiring searchers and entrepreneurs so they can accomplish their ETA goals.
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.