Family Office & Private Equity

Proprietary Deal Sourcing for
Platform Investments & Add-Ons

Over our extensive experience serving entrepreneurs find their next acquisition, we have incorporated a suite of complementary and interconnected offerings into our processes with the intent of enabling these entrepreneurs find the capital they need to seize these extraordinary opportunities.

Our principles

The Core Tenets

The core tenets of our belief and value system have served us for decades and are rooted in our systems and processes today. Every explorer needs a map, and every business needs values.

— Explore

Why Are You Not Getting Proactive?

"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."

Most buyers assume that if they look on the popular listing website, they'll find the perfect business that fits their well-thought-out investment thesis. But if you've tried this long enough, you'll realize that if it were that easy, everyone would be operating their perfect business right now.  Looking at listing online is not your answer, it's your problem. It's just not simple, but it can be. How? By being proactive and finding deals off-market. But you probably don't know how to or want to spend the time to do that. That's where we come in...


We work with private equity groups and family offices throughout the country to source larger deals that serve as platforms for future, smaller add-on acquisitions. This strategy allows for equity groups to acquire multiple businesses over a period of time to create something greater than the sum of the parts. Utilizing an initial platform acquisition, an investment thesis is realized and honed to allow for seamless tangent acquisitions to expand geographic presence or integrate aspects of the supply chain.

We have experience and knowledge spanning multiple industries and understand the strategic nature of each acquisition. Our deal sourcing provides platform acquisitions spanning $1,000,000 to $100,000,000. Dependent upon the nature of the investment thesis, we often equipped to find tangent add-on businesses during our search for the ideal platform investment. By doing so, our services allow a investment thesis to develop more quickly than typical strategies would yield.

Add-Ons & Silos

Upon acquisition of a platform investment, a private equity group or family office moves on to the next phase of the investment strategy — acquiring smaller businesses related to the platform business in order to expand customer base or aid supply chain metrics.

Our capacities allow for the flexibility to find add-ons throughout the United States within the typical investment threshold ranging from $250,000 to $10,000,000 for a bolt-on acquisition. In addition, we are able to assist existing businesses looking to expand strategically through geographic acquisition or supply chain fluencies.

If you're an investor looking for a single, silo acquisition, our services apply to you as well. Small business buyers looking for deals from $250,000 to $20,000,000 can soon realize the plethora of business opportunities out there. Similar to finding an add-on for an equity group, we are able to take your industry and geography preferences to search for businesses that fit your criteria and are open to entertaining a sale.

Advisory Services

Our search process takes our clients through all phases of the acquisition process. We first begin the deal sourcing process by locating businesses that fit the investment criteria and and are open to entertaining a sale. Upon building relationships with the business owner, we introduce our buyer and facilitate a discussion to see if there might be a fit.

If deemed to be worthwhile for both parties to move forward, we analyze financials and work through negotiations towards finding the right pricing and structure. Once a deal is struck, we are assist our buyers with financing by utilizing our network of lending partners to find the right fit. Alongside, we assist buyers where needed in collection of due diligence materials and final purchase agreement documents. In the end, we are with you every step of the way.


A firm that puts clients first


Years of Cumulative Experience


Cumulative Business Owner Connections


Worked with Clients in 45 States


Average Deal Size Range


Variety of Industries Previously Served

Our Goals Are Your Goals

"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."

When it comes to selling your business or acquiring the next one, we believe in the principles of wealth creation and life planning the same way you do. Formulate the best plan of action, execute it precisely, navigation any obstacles with optimism, and achieve objectives in a timely manner with excellence. If it were any more complex, we'd tell you. But some things are left to be as simple as possible but no more simple.

Our team is here to serve you
Every Step of the Way

Contact Us

Featured News

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