Whether you're thinking about growing, getting ready to step back, or just want to talk through a decision with someone who understands your kind of business — we're here. Initial conversations are always free and confidential.
We understand that every situation is unique. Let's discuss your specific needs and how we can help you make the right call.
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-based · Working across the Midwest
Whether you're ready to move forward or just exploring options, we're always happy to talk shop.
Most of our work is with owner-operated businesses in the $1 million to $10 million revenue range — the kind of operations that are too complex for a generalist broker but too small for the big advisory firms. That said, we evaluate every situation individually.
We work with owners of operationally complex businesses — manufacturing, skilled trades, dealerships, service operations, distribution, and more. The common thread isn't the industry, it's the kind of business: real operations, real assets, and an owner who built it.
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.
Gimbal is a principal-led firm built on 15+ years of hands-on operational experience. The person advising you has managed multi-state operations, scaled production, and worked at every level from the shop floor up. That means you're getting direct access to someone who understands how your business actually runs — not a team of analysts who've read about it.