$10M – $25M Revenue · $1.5M – $5M EBITDA
Wall Street rigor. Without the bulge-bracket overhead.
You've built real infrastructure. Now you're meeting buyers who negotiate for a living. We level that table.
Your Buyer Universe
Institutional capital is looking for you.
Private Equity
Platform & add-on acquirers with committed capital
Family Offices
Patient capital, longer hold horizons
Strategic Acquirers
Institutional corporates seeking synergy
What Sophisticated Buyers Negotiate
01
Private Equity Platforms
Understand the difference between a platform and an add-on buyer — and why it can change your multiple by several turns.
02
Multiple Expansion
Institutional buyers pay for scale, recurring revenue, and management depth. We frame your company to capture that premium.
03
Rollover Equity
Retain 10–30% and participate in the second bite of the apple. We model scenarios so you know exactly what you're keeping.
04
Working Capital Targets
The peg is where sophisticated buyers quietly recover value. Our CPA-led analysis sets a defensible target before LOI.
Illustrative Value Bridge
How preparation and competition compound.
Illustrative only. Not a guarantee of outcome.
Curious what drives your company's value? Try the private, no-sign-up calculator preview.
Open the valuation calculator →Institutional buyers prepare for months. So should you.
A partner-level briefing on structure, buyer landscape, and timing.