Testimonials

Frequently Asked Questions
We focus exclusively on sell-side advisory for privately held companies, delivering a highly personalized, confidential, and strategic approach that maximizes value and protects the owner’s goals.
We serve lower middle–market companies across Wisconsin and Northern Illinois, typically with $1M–$50M in revenue, across industries such as HVAC, trades, manufacturing, healthcare, logistics, and professional services.
Our advisors bring decades of collective M&A experience, successfully guiding owners through valuations, market preparation, buyer negotiations, due diligence, and closing.
We manage every step of the transaction—from initial planning through final negotiation and documentation—ensuring a seamless experience and allowing owners to stay focused on running their business.