Whether you're considering an exit, planning an acquisition, need operational leadership, or simply want to understand your business value—we're here to help. Initial consultations are always complimentary.
We understand that every situation is unique. Let's discuss your specific needs and how we can help you achieve your objectives.
All inquiries and discussions are kept strictly confidential. We understand the sensitive nature of these conversations and maintain the highest standards of discretion.
Principal
Jake Donelson
Location
Ohio · Indiana · Michigan
Whether you're ready to move forward or just exploring options, we're always happy to talk shop.
We typically work with middle market businesses ranging from $2 million to $50 million in revenue. However, we evaluate each opportunity individually based on complexity and strategic fit.
Our primary focus is equipment dealerships (ag, turf, construction, powersports), automotive and equipment service operations, and light manufacturing. We have deep expertise in businesses where operational complexity drives value.
We offer flexible engagement models including project-based fees for valuations, success-based fees for transactions, and retainer arrangements for operational advisory and fractional leadership. We'll discuss the most appropriate structure during our initial consultation.
Unlike traditional financial advisors, we bring 15+ years of hands-on operational experience. We've managed multi-state operations, scaled production, and worked at every level from technician to executive advisory. This means we understand what actually drives value in your business—and how to improve it.
Every successful engagement starts with understanding your unique situation and objectives.
Initial consultations are always complimentary.