Acquisition advisory for buyers of lower-middle-market companies.
We help private equity firms, independent sponsors, strategic acquirers and individual buyers find the right company, reach its owner discreetly and complete the acquisition on sound terms.
Where we help.
Private equity
Platform and add-on acquisitions in the sectors we know.
Independent sponsors & search funds
Deal sourcing and execution support, deal by deal.
Strategic acquirers
Operating companies expanding into new markets or service lines.
Individual buyers
Owner-operators looking for a business to run.
What the engagement looks like.
- 1Acquisition criteria
Define target sectors, size, geography and what a good fit looks like.
- 2Target identification
Build a list of companies that match — including owners who are not publicly for sale.
- 3Confidential outreach
Approach owners directly and professionally, on your behalf.
- 4Evaluation & valuation
Review financials, operations and fit, and frame a defensible price.
- 5Offer & negotiation
Structure and negotiate the LOI — price, earnouts, rollover and transition.
- 6Diligence to closing
Coordinate diligence and the definitive agreement with your advisors through closing.
An experienced team, personally involved.
Owner-side perspective
We spend most of our time with founders. We know how owners think about a sale, which helps buyers approach them the right way.
Sector knowledge
Skilled trades, manufacturing, distribution and professional services.
Proprietary conversations
Many good companies are never marketed. Direct outreach reaches them.