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Strategic Partnerships for Growth
We're a boutique M&A firm that specializes in the lower middle market, creating meaningful connections between business owners and strategic partners. Whether you're looking to scale, transition leadership, or achieve full liquidity, we help you navigate the path forward with confidence.
Every Business Has a Defining Moment
The decision to partner with investors or transition ownership is one of the most significant choices you'll make as a business owner. Timing and partner selection can dramatically impact not just the financial outcome, but the legacy you leave behind. Our expertise lies in identifying these pivotal moments and connecting you with partners who understand your vision.
What Sets Us Apart
Our approach combines deep industry knowledge with genuine relationship building, creating opportunities that benefit everyone involved.
Building Bridges Between Vision and Opportunity
We don't just match businesses with investors—we create partnerships that align with your long-term vision. Our process involves understanding both sides deeply to ensure mutual success.
Your Success Story Continues Beyond the Deal
We believe the best partnerships extend far beyond the initial transaction. We work to ensure your business continues to thrive under new ownership, maintaining the values and culture you've built.
Where Experience Meets Innovation
Our team brings together traditional M&A expertise with modern approaches to deal-making. We've built a network of forward-thinking investors who appreciate both proven business models and growth potential.
How we get deals done
A streamlined four-step process that takes you from initial research to successful deal completion.
Strategic Research
We analyze markets and create targeted lists that align with buyer criteria.
Outreach & Qualification
We engage with owners to understand their goals and ensure alignment before any introduction.
Warm Introductions
We coordinate NDAs and guide the initial exchange of key information between parties.
Ongoing Support
We ensure clear and timely communication between all parties, from introduction through closing.
Industries we serve
Sectors with steady demand from private equity buyers across all major industries.
Outsourced IT and business services
Recurring revenue and sticky relationships attract consistent interest.
Software and SaaS
Predictable subscriptions and clear product fit create fast engagement.
Healthcare services
Local presence and repeat demand support consolidation plays.
Specialty manufacturing
Niche products and diversified customers create durable cash flow.
Financial services
Regulated industries with recurring revenue streams attract strategic buyers.
Real estate services
Property management and related services offer stable cash flows.
Professional services
Consulting, legal, and advisory firms with established client bases.
Consumer goods
Branded products with strong market presence and distribution networks.
Transportation & logistics
Essential infrastructure services with recurring business relationships.
Energy & utilities
Critical infrastructure with long-term contracts and stable returns.
HVAC services
Essential maintenance and installation services with recurring contracts.
Education services
Training, tutoring, and educational technology with growing demand.
Hospitality
Hotels, restaurants, and tourism services with strong recovery potential.
Marketing services
Digital marketing, advertising, and brand development agencies.
Water services
Water treatment, filtration, and infrastructure maintenance services.
Wealth management
Financial advisory and investment management with recurring fee structures.
Frequently asked questions
Answers to common questions from owners.
How do you find potential buyers? ▾
We maintain relationships with private equity firms and strategic acquirers that are actively investing. We filter by sector, size, and mandate so conversations are relevant from the start.
Is my information kept private? ▾
Yes. We never share your company name or sensitive details without consent. When appropriate, we use NDAs before exchanging information.
Do you work with all industries? ▾
Yes, we work with businesses across a wide range of industries. While we have particular expertise in sectors with steady acquisition demand like IT and business services, software and SaaS, healthcare services, and specialty manufacturing, we're open to working with any industry where there's a viable market for acquisitions. Our approach is to evaluate each opportunity individually based on the business fundamentals, market conditions, and buyer interest rather than limiting ourselves to specific sectors. If you have a business in an industry not mentioned here, we'd be happy to discuss how we can help you find the right buyer or investor.
What happens after an introduction? ▾
You and the buyer take the lead on diligence, terms, and closing with your advisors. We remain available to keep communication clear and momentum strong.
Get in touch
We keep things simple and private. NDAs available on request.