Smaller, Lower Middle Market Business Focus

Client focus: Privately-held, smaller, lower middle market companies

Revenue size: $2-$50 million in annual revenues, smaller/larger considered

Location: Southeast and United States

Ownership: Sole owner, partnership, family business, management team

Characteristics: Proven business model, defensible market position or niche, high growth, growth potential, underperformers, experiencing a crisis or change, distressed, plan on or require a strategic transaction

Industries: Business Services, Consumer Products & Services, Value-added Distribution, Niche Manufacturing, Food & Beverage, Sporting Goods, Retail, Textiles & Apparel, Technology, All industries considered

Transaction Types: Buyout of retiring owner or majority/minority shareholder, Management buyout, Generational transfer in a family business, Recapitalization of existing ownership/management, Sale to a Strategic Acquirer