How do you protect confidentiality when reaching out to business owners?
We deploy discreet advisory domains and craft respectful, non-presumptive messaging that focuses on succession planning, capital partnership, or discreet advisory conversations without broadcasting deal intent.
What company size and financial criteria can you filter for?
We filter target businesses by annual revenue ($5M–$100M+), estimated EBITDA, headcount, geographic location, ownership structure, and years in business.
What counts as a qualified meeting in M&A?
A meeting only qualifies if the owner or majority shareholder attends, fits your investment thesis and revenue threshold, and expresses willingness to explore transaction options.