Close One More Deal Per Partner Per Year—Without Hiring

We work inside one live deal as a coordinated end-to-end execution deal partner, expanding buyer and target coverage, tightening follow-ups, and removing the bottlenecks that slow deals before LOI

20+
Buy-side and sell-side transactions
$100K–$80M
Enterprise value range
Industrial
logistics, service, and technology platforms
Principal
Operator experience

How We Work With
Boutique M&A Firms

Most lower-middle-market deals slow down because execution capacity runs out before close. Analysts are stretched, buyer or target coverage is uneven, and follow-ups slip. We work inside one live deal as an end-to-end execution deal partner—expanding coverage, tightening the process, and helping each partner close one more deal per year without hiring. Start with one live deal. No long contracts. Cancel anytime

01

One Deal Pilot

  • We work inside one live deal to expand buyer or target coverage and remove execution bottlenecks
  • Structured buyer or target universe with prioritized outreach
  • Designed for typical lower-middle-market advisory deals
  • Coordinated outreach, follow-ups, and engagement tracking
  • Diligence coordination and partner dashboards through close
  • One live deal • $2k–$4k/month • cancel anytime
    If you don’t see meaningful deal momentum in 90 days, you can walk away
02

Scale Across Multiple Deals

  • After a successful pilot, we expand across multiple deals so each partner can handle more transactions without hiring
  • Centralized buyer and acquisition-target universe with fit scoring
  • Structured outreach and follow-up engine across deals
  • NDA, diligence, and engagement tracking
  • Partner dashboards and late-stage deal signals
Result: more qualified buyers, faster LOIs, and improved close certainty across deals
Expanded deal support across multiple deals, with aligned success-based economics
03

Optional Co-Investment on Select Deals (after a successful pilot)

  • After a successful pilot, we may co-invest alongside aligned boutique advisors on select deals we help originate or execute
  • Typically focused on asset-heavy or recurring-revenue platforms where operational improvements can increase value
  • Operator-led value creation across sales, systems, capital structure, and acquisitions
  • Long-term holds or strategic exits, depending on the situation

Operator-led execution
Across 20+ Transactions

We’ve built, scaled, exited, and invested across lower-middle-market platforms as both advisor and principal. Our experience spans industrial services, logistics, real estate-attached businesses, technology platforms, and recurring-revenue service models
Operations can be improved
Capital structures can be optimized
Processes can be automated
Platforms can be scaled through acquisitions
Platform Role / Value Creation Outcome
IT Staffing Platform Built and scaled from inception; designed sales org, quotas, and delivery model ~$5M EBITDA operating business
Multifamily + E-commerce Roll-Up Asset-backed acquisitions; distressed buy with seller financing; brand consolidation ~$2M private-equity exit
SaaS / IoT Platform (IP-Only) Merged SaaS and diagnostics platform; validated across 1,000+ vehicles ~$8M strategic IP sale
Fintech (Pre-Seed) Early capital and platform positioning; merged into complementary operator ~$80M public acquisition (Sage Group)
CRE + Ghost Kitchen + Fleet + Software Vertically integrated asset-backed platform; scaled recurring revenue Targeting ~$10M strategic exit

Start with One Live Deal

DealCapacity™ Audit

• No cost

• Takes about five minutes

• No call required


The blueprint shows exactly how a buyer or target campaign would run on your deal—so you can either implement it internally or have us execute it with you

DealCapacity™ Blueprint

A confidential review of one live deal to identify buyer or target gaps, execution bottlenecks, and the fastest path to more qualified buyers, sellers and faster LOIs


You receive a practical blueprint that:

- Shows where capacity is constrained

- Identifies what is slowing LOIs

- Recommends the highest-leverage actions

- Maps the exact steps to fix it


The blueprint shows exactly how a buyer or target campaign would run on your deal—so you can either implement it internally or have us execute it with you

One Deal Pilot

Month-to-month end-to-end coordinated Execution Deal Partner support inside one active deal. Cancel anytime