Strategic M&A advisory and flexible financing for U.S. lower-middle-market businesses. Expert guidance for acquisitions, recapitalizations, and exits—trusted nationwide.
Precision strategies for lower-middle-market businesses in high-growth sectors like healthcare, fintech, and industrial. From comprehensive sell-side advisory to management buyouts and recapitalizations, we provide the expert guidance and flexible capital tailored for $5M–$75M+ transactions.
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Secure senior debt, mezzanine, or equity for acquisitions, expansions, or buyouts. Streamlined process, expert guidance, and fast closings for SMBs nationwide.
Access capital for MBOs with structured solutions and hands-on support. Navigate every step from funding to integration with confidence.
Raise growth capital or recapitalize for new opportunities. Benefit from tailored strategies and proven execution for your sector.
Full-service M&A support: sourcing, due diligence, valuations, and negotiations. Achieve optimal results with experienced advisors.
Seamless Financing and M&A strategies for SMBs.
Financing Solutions
Efficient capital for acquisitions and growth.
Tailored capital solutions for US SMBs seeking efficient growth and shareholder liquidity, including senior debt, mezzanine, and equity for acquisitions, management buyouts, recapitalizations, and expansions in high-growth sectors like healthcare, tech, and manufacturing.
Includes:
Unitranche & Term Loans
Mezz Debt & Asset Lending
Preferred Equity & PIPEs
Special Situation & Sponsors
Buying a Company
Strategic buy-side support for acquisitions.
Full buy-side representation for operators, private equity firms, and strategic buyers, providing sourcing, due diligence, and capital placement to secure MBOs, acquisitions, and expansions with reduced risk and certainty of close.
Includes:
Target Sourcing & Valuations
Deal Diligence & Structuring
Equity Co-invest & Debt
Integration Support
Selling a Company
Expert sell-side guidance for optimal exits.
Expert sell-side M&A advisory for business owners preparing full or partial sales, recapitalizations, or leadership transitions, maximizing value through qualified buyer introductions and process strategy aligned with your long-term objectives.
Includes:
Valuations & Negotiations
Confidential Buyer Sourcing
Due Diligence Prep
Exit Planning & Support
Maximize Outcomes
Find clear answers about our financing and advisory services for small and mid-sized businesses.
We are licensed and supervised by GT Securities Inc., a registered broker/dealer and member of FINRA/SIPC. This ensures all our transactions involving securities meet the highest standards of financial compliance.
Buying or selling a company is often your biggest investment. Using non-licensed advisors exposes you to significant legal risk, including the right of rescission for investors, putting your deal and money in jeopardy.
No. Many business sales (especially over $5M) involve a Corporate Stock Sale or securities-related financing that requires SEC/FINRA licensing. You must verify your advisor is FINRA-licensed to mitigate liability.
We are a hybrid Strategic Capital Advisor. As an accredited investor, we advise founders from the owner's side, managing all capital options. While we also handle direct buy-side mandates from vetted PE firms, our core focus remains protecting the founder's control and long-term value.
We primarily focus on U.S. small and mid-sized transactions between $5M and $75M, but have the expertise and capacity to efficiently execute larger mandates depending on the complexity and client needs.
We provide full buy-side and sell-side representation, covering sourcing, due diligence, business preparation, valuations, funding integration, and strategic negotiations.
We offer senior debt, mezzanine, and equity financing for acquisitions, buyouts, and growth. We support business services, manufacturing, healthcare, technology, and distribution, but not construction, real estate, or cannabis.
Most transactions close in 60–90 days, depending on deal complexity, due diligence, and client responsiveness. We guide you through each stage for maximum efficiency.
We ensure strict confidentiality using secure processes and only share information with authorized parties involved in your transaction, prioritizing discretion from the initial conversation.
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