Lower Mid-Market Search & Advisory
Led by a 3x Business Operator…
We are experts in professionalizing businesses, transitioning Founder-dependent operations & building marketable companies. We are searching for the ideal company to acquire & professionalize in addition to providing Advisory Services to SMB Business Owners.
Search, Partner
& Advise
Led by a 3x Business Operator…
Experienced in unlocking business potential with proven expertise in professionalizing and transitioning Founder-dependent operations for scale-up growth with exit marketability.
43%
of the companies believe that the need to professionalize the business is a key priority over the next 5 years
32%
Business Owners that spend their time working ON vs IN their business
60%
of business owners said they would like to have more time back in their family life.
2.5x
Likelihood of outperforming your peers with well-structured management practices, according to a McKinsey study
We Professionalize…
Most small businesses hit a ceiling—not because of lack of potential, but because they lack the right systems, processes, and strategy to scale. Professionalizing a business transforms it from being founder-dependent to a smooth-running, marketable asset that attracts buyers, partners, and investment. We specialize in unlocking hidden value and positioning companies for long-term success.
Advisory Services
43%
of the companies believe that the need to professionalize the business is a key priority over the next 5 years
32%
Business Owners that spend their time working ON vs IN their business
60%
of business owners said they would like to have more time back in their family life.
2.5x
Likelihood of outperforming your peers with well-structured management practices, according to a McKinsey study
Pivot. Professionalize. Scale
Professionalized Operations
- Build a sustainable operational model that is flexible, scalable and redundant.
- Elevate Founder from daily operations to focus on the big picture.
Exit
Readiness
- Build the business in the direction of an exit.
- Attract investors that add real value to your business.
Scale
Better
- Build structured, repeatable systems that scale efficiently.
- Leverage proven frameworks, programs, and processes that free up growth capacity.
Professionalized Operations
- Build a sustainable operational model that is flexible, scalable and redundant.
- Elevate Founder from daily operations to focus on the big picture.
Exit Readiness
- Build the business in the direction of an exit.
- Attract investors that add real value to your business.
Scale Better
- Build structured, repeatable systems that scale efficiently.
- Leverage proven frameworks, programs, and processes that free up growth capacity.
Our Search Criteria
$1M-3M EBITDA
Founder-led Sole Proprietorships
3-5 Year Partial or Full Succession Horizon
Strong working capital & low debt
Canada-based with US presence or expansion plans
Strong niche & premium-level service model
Notable Highlights
Business Operator Mindset
- Led multiple business exits with strong ROI for shareholders
- Spearheaded pivots & rebuilds across industries
- Scaled up several distribution businesses to $100M in revenue
- US-centric business operations with Canadian leadership
- Built patent-pending AI technology to digitize mature industries
Industry Focus
Technology & SaaS
B2B Distribution
Healthcare Services
Financial Services
Build an 8-figure, marketable business…
Stop Sacrificing Long-Term Success – Here’s Why Professionalizing Matters
What It Means To “Professionalize” A Business | Business Tips & Insights
Making A Micro Acquisition | Business Growth Tips & Hacks
