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FOR ADVISORS & INTERMEDIARIES

A partner your clients can trust.

What you can expect from us

01

Fast, clear answers

A yes, no or “tell us more” within 5 business days of receiving a teaser or CIM.

02

Direct access to decision-makers

You'll deal with the partners, not a screening team.

03

Respect for your role

We keep you informed at every stage and never go around you to your client.

04

Certainty of close

We arrange acquisition financing through established lending relationships and come to the table prepared.

WHO SHOULD REACH OUT

CPAs and attorneys with owner-clients approaching retirement

Wealth and estate planners working on a business owner's exit plan

Business brokers and M&A advisors with sell-side mandates that fit our criteria

Industry peers, suppliers and lenders who know a founder thinking about what's next

SEND AN OPPORTUNITY

Share a teaser, CIM or a quick note.

Tell us a little about your client's business. We'll come back with a clear answer within 5 business days, and keep you involved from there.

Have a client in mind?

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