Whether you're considering an exit, planning an acquisition, or simply want to understand your business value, we're here to help. Initial consultations are always complimentary.
We understand that every transaction is unique. Let's discuss your specific situation and how we can help you achieve your objectives.
All inquiries and discussions are kept strictly confidential. We understand the sensitive nature of M&A discussions and maintain the highest standards of discretion.
Principal
Jake Donelson
Location
Ohio-based, nationally focused
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 on operationally complex businesses including equipment dealerships, light manufacturing, distribution, warehousing, and service operations. We have deep expertise in automotive and equipment sectors.
We offer flexible engagement models including project-based fees for valuations, success-based fees for transactions, and retainer arrangements for ongoing advisory. 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.
Every successful transaction starts with understanding your unique situation and objectives.
Initial consultations are always complimentary