"What sets us apart is providing some of the most unique opportunities on the marker to entrepreneurs, private equity groups, family office, search funds, and capital investors – and their families. Together, we view wealth not as a prize but as potential."
Our standards for our services are the same standards established by our founders years ago, and our processes have evolved for the modern period, all while maintaining our day one principles that got us here.
From our leadership team to our individual principals and associates, our mission focuses on serving you and your team for generations to come. We are confidantes, counselors, and navigators in our marketplace.
To be trusted advisors in navigating the complexities of mergers and acquisitions. To be singularly dedicated to tailoring our services around our clients and their dynamic needs. This is why we’re here.
A firm that puts clients first
Years of Cumulative Experience
Cumulative Business Owner Connections
Over years of serving various capital groups & equity investors to business owners & entrepreneurs, we have cultivated a suite of complementary and interconnected services designed to identify and make available extraordinary opportunities for generational wealth growth and cultivation for you.
There comes a day when every business owner must pass his work and legacy on to the next generation. We all desire that legacy be remembered and preserved, but even better — enhanced. Whether it be to one of our qualified, internal buyers or the broader market through our investment banking services, our team devotes their attention to finding the right buyer for your business.
You may have heard saying: fish where the fish are. That may work for some, but if you've done it enough, you know it sure can get crowded. We've got a solution — get active. Our deal sourcing team aspires to find the right business for your next platform, add-on, or stand alone investment by developing direct relationships and making introductions to proprietary, off-market deals regularly.
You don't need to get lost in the prospective client list of a private equity group as you wait to put your capital to work. We have many investors actively searching for small business investment opportunities on an ongoing basis. These investors provide prospective buyers with flexibility, non-exclusive capital relationships, and a unique path.
Entrepreneurs and search funds looking to expand their network of financing partners are welcome to utilize our extensive network of Small Business Lenders to finance their next transaction. Our network provides both diversity in terms sheets and backups options for closing your next small business acquisition.
Worked with Clients in 45 States
Average Deal Size Range
Variety of Industries Previously Served
Many small business owners expected 2022 to be a year of recovery after two years of struggling to survive a global pandemic. But inflation, fears of a recession, a still unreliable supply chain, and a nation at nearly full employment resulting in a tight job market all loomed large, dampening many of our goals.
Business formation continues to be at historically high levels, with concerns over cost of living and inflation motivating Americans to pursue a small business venture. New research shows this trend will continue in 2023 .
A new report commissioned by Bank of America surveyed more than 1,300 small business owners across the U.S. While focusing on women and minority-owned businesses, business owners across the board are optimistic about the future.