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
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
| 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 |