We Help Investors Close More Acquisitions.

Proprietary Deal Flow

We are a boutique advisor and work with a select number of clients. Our model is designed around a deep understanding of our partner’s investment thesis, leadership, and platform. From an introductory call to an in-person visit—and eventually a closed transaction—we strive to operate as mission-aligned team members focused on execution. We work across a range of industries and have agreements from simply sharing potential deals to developing a robust, full-cycle M&A engine for your next platform or growth strategy.

What we look for in our Investment Partners:

  • Depth of knowledge in specific industries sets our preferred investors apart. We value those who bring not just capital but also a profound understanding of the field, enhancing strategic decision-making and fostering post-acquisition growth.

  • We prioritize investors whose investment strategies align with the objectives and cultures of the businesses we have relationships with. Appreciating the legacy and future vision of these enterprises is a key factor in our selection process.

  • Transparency, honesty, and respect are pillars of every transaction we facilitate.