Lower middle market · $5–100M
Mergers & acquisitions advisory in Charlotte, NC
We advise owners of founder-led businesses in the Carolinas on selling, valuing and capitalising their companies — and we buy companies ourselves, which is a different qualification than it sounds.
Four things happen on this floor. Pick the one you are actually in.
Sell your business
You have decided, or an unsolicited offer has forced the question. The full nine-month process, what we charge, and what we have closed.
Business valuation
Comparable companies, comparable transactions, and a range you can defend. Two weeks, free, no obligation to open a process.
Exit planning
Two to five years out. Customer concentration, owner dependence, financials that survive a quality-of-earnings review.
Raise growth equity
$5–50 million. Deck, structure, and the handful of partners who actually fit your sector — not a mass email to every fund in the Southeast.