Our Team

Advisors who have sat in your seat.

Our team is made up of former operators, bankers, and CPAs — people who have bought, sold, and run businesses themselves.

Founder & Managing Partner

Two decades leading lower-middle-market acquisitions and exits.

Director, Buy-Side Advisory

Former private equity associate focused on search funds and first-time buyers.

Head of Valuation

CPA and accredited valuation analyst with 500+ independent appraisals.

Director, Sell-Side Advisory

Guides owners through exit readiness and competitive sale processes.

Financing Specialist

SBA 7(a), private credit, and equity structuring for complex deals.

Integration Lead

100-day plans and leadership transitions that protect deal value.

Work with a team that knows the territory

Every engagement pairs you with a lead advisor backed by specialists in valuation, financing, legal, and tax.