Industry Expertise
Deep expertise in the industries we serve.
We run deals in eight core industries — bringing real transaction data, buyer relationships, and sector fluency to every engagement, so nothing about your market catches us off guard.
Partner-Led Engagements
Our Sectors
Eight industries we know inside out.
Manufacturing
Customer concentration. Equipment condition. Recurring vs. project revenue. We know the manufacturing acquisition market — and what separates a 4× EBITDA deal from an 8× EBITDA deal.
Education & Training
Accreditation status. Instructor dependency. Enrollment durability. We know what buyers in the education and training space actually diligence — and how to position your business ahead of it.
Industrial Scales
Recurring calibration contracts, service territory, and OEM relationships all move the multiple in this niche, specialized sector. We led the sale of Superior Scale — we know this market firsthand.
Business Services
Client concentration, contract length, and margin durability drive value in business services. We help owners position their firm for the buyers actually active in this space.
Distribution & Logistics
Supplier relationships, warehouse footprint, and customer diversity all shape how buyers value a distribution business. We know what strategic and financial buyers are paying for in this space today.
Consumer Services
Location density, recurring memberships, and brand consistency drive value across home services, personal care, and consumer-facing franchises. We know this buyer pool well.
Trucking & Transport
Fleet age, driver retention, and freight contract mix drive value in trucking and transportation. We know how strategic carriers and private equity platforms are pricing deals today.
Litigation Support
Referral relationships, expert credentials, and case-type diversity shape value in litigation support. As former practitioners ourselves, we understand this market from the inside.
Our Track Record
Proven across the lower middle market.
25+
Years advising owners
100+
Transactions closed
$500M+
Aggregate deal value
8
Sectors of deep expertise
Related Insights
Reading for owners considering a sale.
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The Due Diligence Checklist That Keeps Deals From Falling Apart
Read Article: The Due Diligence Checklist That Keeps Deals From Falling ApartMost deals that collapse do so in diligence. Here is the document room, the timeline, and the red flags buyers look for — and…
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The Earnout Elimination Playbook: How to Get Paid in Full at Close
Read Article: The Earnout Elimination Playbook: How to Get Paid in Full at CloseEarnouts are how buyers hedge against risk they cannot quantify. This is how you eliminate the conditions that make them demand one — before…
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Lower Middle Market Multiples in 2025: What Your Business Is Actually Worth
Read Article: Lower Middle Market Multiples in 2025: What Your Business Is Actually WorthA data-driven guide to how buyers price businesses in 2025 — current multiple ranges by size tier and the seven drivers that determine yours.
Ready When You Are
Don’t see your industry?
Our lower middle market process works across sectors. Start with a free valuation and we’ll tell you exactly where you stand.

