Owners Who Found
Their Turning Point.

Robert had spent 18 years growing his father's precision parts manufacturing company into a regional leader. When he first came to us, he had already received an unsolicited offer he was ready to accept. After our valuation, we identified significant untapped value in his recurring customer contracts and proprietary tooling. We ran a structured process, brought in four qualified buyers, and closed at a price 2.4x the original offer — with a transition structure that let Robert stay on as a consultant for 12 months.

Sandra had built a 22-year-old residential services company with six locations and a loyal customer base. She was concerned about protecting her 47 employees through the transition. We identified a regional private equity group actively building a platform in her sector — a buyer who needed her management team and had the capital to accelerate growth. The deal included equity rollover for Sandra's key managers, ensuring continuity for her team and additional upside for her.

David had bootstrapped his vertical SaaS company for 11 years and was fielding inbound interest from competitors. He engaged us to run a structured process rather than negotiate one-on-one with a single buyer. We identified six strategic acquirers in adjacent markets who would pay a premium for his customer relationships and proprietary IP. The winning buyer was a publicly traded company that paid a 5.6x ARR multiple — well above the initial offers David had received.

Patricia and James had built their wholesale distribution business over three decades and were ready for a full, clean exit with no ongoing obligations. Their business had strong cash flow but aging infrastructure that concerned potential buyers. We worked with them to address key due diligence risks before going to market, reframing the infrastructure as an opportunity for a buyer with capital to invest. The result was a competitive process with three final bidders and a clean all-cash close.