M&A for the lower middle market
Both sides of the deal.
We research before we call.
We find acquisition opportunities for private equity firms and family offices, and help founder- and family-owned businesses prepare and sell, with fractional CFO support, AI implementation, and introductions to buyers who fit.
How we work with buyers and owners
Buyer or owner, your first call is with a founder, and we’re still in the room once the LOI is signed and diligence begins.
Private equity and family offices
Buy-side search
Retained search for private equity firms and family offices. We map the market against your buy box, research each company before we reach out, and introduce owners who are open to a conversation.
For buyers
Business owners
Selling a business
We start by mapping the buyers most likely to want a business like yours, then handle every buyer conversation in confidence. For sale introductions, buyers pay our fee. Owners pay nothing, and we only introduce buyers who fit.
For sellers
Business owners
Fractional CFO and AI implementation
For owners preparing for growth or a sale. Fractional CFO support covers financial leadership, accounting, and reporting without a full-time hire. AI implementation puts practical tools to work in your operations, reporting, and back office.
Six things we check before anyone meets.
Choose a factor to see what we look at, from the owner’s side or the buyer’s.
01 / 06
Thesis fit
What we look at
Whether a buyer’s strategy actually matches your industry, size, and region before any introduction is made.
What it means for you
You only meet buyers who have a real reason to want your business.
Start with a short note.
Send us your buy box, or a few lines about the business you’re thinking of selling. Everything you share stays confidential.