We invest in long-term relationships with founders and investors, grounded in honest advice and aligned interests at every stage of the process.
Every business and owner is different. We tailor our advice, process, and buyer outreach to fit your goals rather than forcing a one-size-fits-all approach.
10+ years of M&A experience in investment banking, private equity and corporate development roles
Led M&A teams for two of the most acquisitive, top-performing private equity firms in the country:
50+ closed M&A transactions totaling over $2b in total transaction value
Experience executing deals across services industries, including the following focus areas:
Cam earned his BA in Finance from the University of Notre Dame, where he played Wide Receiver on the football team.
10+ years of M&A experience in investment banking, private equity and management consulting roles
Led M&A for one of the most acquisitive field services investors in the country:
12+ closed M&A transactions totaling over $5.5b in total transaction value
Experience executing deals across the following industries:
Ryan earned his BA in Economics and French from the University of Notre Dame and his MBA/MA in Finance & International Studies from The Wharton School.
10+ years of M&A experience in investment banking, private equity and operations roles
Member of the investment teams at two top-performing middle- and lower-middle market private equity firms:
15+ closed M&A transactions totaling over $5b in total transaction value
Experience executing deals across services industries, including the following focus areas:
George earned his BA in Economics from DePauw University and his MBA from The Kellogg School at Northwestern.
5+ years of proprietary private equity deal sourcing experience
Led sourcing efforts for two nationally recognized private equity firms:
Experience sourcing deals across the following industries:
Jack earned his BA in Finance and Real Estate from Saint Joseph’s University. Outside of sourcing deals, Jack can be found playing paddle tennis, golf, and spending time with his friends and family in suburban Philadelphia.
5+ years of business development and consulting experience:
Experience working directly with founders in the following industries:
Billy earned his BA in Marketing from Fairfield University. Outside of sourcing deals, Billy enjoys skiing and golfing with friends and family.
3+ years of M&A and banking experience:
Member of the execution team at Merge, an M&A advisory firm serving the digital marketing industry
Experience working directly with founders in the following industries:
Carson earned his BA in Marketing from Clemson University. Outside of sourcing deals, Carson enjoys traveling, spending time with family and friends, and rooting on the Clemson Tigers and all Philadelphia sports teams.