The risk
An introduction is a loanagainst your own credibility.
Every experienced advisor knows what a bad introduction costs: a buyer who retrades late, a diligence process that exhausts the client, or a closing followed by the departure of the people the client had been promised would be protected.
The client remembers who made the introduction. We treat the referral as your asset rather than ours, and so we tell you how we work before you decide whether to lend it.
Your judgment is the thing actually being risked.
What your client gets
Three commitments,made before the first call.
The legacy stays
We begin with a bias toward preserving the name, team, customer relationships, and community standing that created the value. We acquire essential-service businesses to own and strengthen them.
Structures built around the owner
All cash, seller financing, an earnout, rollover equity, a transition role, or a clean exit at closing. The structure follows your client's goals, tax position, and timeline rather than our template.
Confidentiality
The first conversation stays private unless the owner chooses to continue.
For the client, the commitments are continuity, structure, and confidentiality. For the advisor, the commitments are acknowledgment, transparency with permission, and written arrangements honored according to their terms.
What you get
How we work withthe person who introduced us.
Advisors who work with us regularly are invited into the partner portal, where submissions and status are tracked directly. Access is by invitation.
Acknowledged within one business day
Every introduction is acknowledged, and you are told where it stands.
Kept informed throughout
With your client's permission, and never behind you.
Arrangements honored
Any referral or compensation arrangement is documented in writing and honored according to its terms, subject to applicable law and professional requirements.
Brokered processes respected
We work inside your engagement rather than around it, and we do not use your introduction as permission to market unrelated matters to your client.
The introduction
One warm sentenceis the whole ask.
You do not need to explain us, pitch us, or prepare your client. If they are curious we take it from there, at their pace rather than ours.
I know a buyer group that specializes in businesses like yours and takes care of the team through the transition. Worth a conversation?
A fast and candid decline is part of the service. When it is not a fit we say so quickly and say why, and we do not use your introduction as permission to market unrelated matters to your client.
What we look for
Before you spendyour client's time.
Earnings ranges are read according to the company's role. A platform, meaning the first acquisition in a market, typically shows $1 million to $2 million in EBITDA with a management layer in place. A company joining an established platform in the same market can be smaller and owner-operated.
If the numbers are close but not exact, it is still worth a call.
- Operating history
- Ten years or moreWith ten or more employees
- Discretionary earnings
- $500,000 to $2 million
- EBITDA
- $1 million to $2 millionStable or sustained performance across the trailing twelve quarters.
- Customer concentration
- Largest customer under 15 percent
We look for essential-service companies where demand repeats, customers stay, and the business can transfer without depending on a single person.
The next step
Send us a name.We will answer either way.
A company name, a location, and a sentence about the owner’s situation is enough to start.
Introduce a company