SMB Broker

In the dynamic world of small to mid-sized business transactions, SMB brokers stand as pivotal allies. These experts streamline the process of buying or selling, bringing clarity and strategic advantage to business owners. At Augusta Advisors, our SMB brokers blend extensive market knowledge with personalized strategies to serve the unique needs of each client. Specializing in the nuances of SMB transactions ensures that our clients achieve their desired outcomes with efficiency and precision.

A DIFFERENTIATED APPROACH TO DEAL ORIGINATION

We have the network, process and know-how to efficiently source actionable deal opportunities that are a mutual fit for both sides of the table. Here’s what sets us apart from other originators:

1

PRIVATE EQUITY EXPERIENCE

Unlike other providers, we come from private equity and understand what you're looking for in a sourcing partner.

2

FOUNDER-OWNED FOCUS

We know founder-owned services businesses inside and out and are well-versed in bridging the gap between founders and PE firms.

3

GROWTH-ORIENTED CLIENT BASE

Founders can rest assured that every introduction we make is to a qualified, long-term and growth-oriented investor.

4

PROPRIETARY SOURCING PROCESS

Our process fuses technology with our deep network to generate unique target lists and introduce mutually interested parties.

5

PRELIMINARY DILIGENCE

We perform preliminary diligence to ensure every introduction is actionable while giving both sides a head start on the diligence process.

Why You Need an SMB Broker

The decision to engage SMB brokers can significantly influence the success of selling or acquiring a small to mid-sized business. These professionals excel in several key areas: conducting thorough business valuations, identifying and engaging potential buyers or investment opportunities, and navigating the complexities of deal negotiations. A company broker can widen your horizon to a vast network of potential deals, ensuring you have the best chance of finding a match that aligns with your business goals. Meanwhile, a business selling consultant focuses on optimizing your business's appeal, providing actionable insights to enhance its marketability. Additionally, for business owners looking into M&A for small businesses, the guidance offered by SMB brokers is invaluable, equipping you with the knowledge to make informed decisions that align with your strategic vision.

Secure a trusted SMB broker through us for expert guidance through your business transaction

OUR deal sourcing Process

The Augusta Advisors proprietary deal sourcing process combines technology, expertise and relationships to ensure every founder and company we introduce is a vetted, actionable and high-quality target that meets our clients’ acquisition criteria.

  • We schedule a client intro call to build a baseline knowledge of your business, mandate and search criteria

  • We project a process timeline and answer any questions you have

  • If it’s a mutual fit, we'll formalize the partnership and launch our search

  • We ensure full understanding of your search criteria and ideal target

  • Establish a cadence for regular process updates that work with your schedule

  • We leverage technology and our network to generate a refined list of targets in your wheelhouse

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  • Multi-channel outreach to founders to schedule an introductory meeting or call

  • Initial vetting of target size, business model and management dynamics

  • We develop overview materials to preview our clients and confirm mutual interest

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  • We gather and perform preliminary diligence to ensure every introduction is a vetted, actionable and high-quality target that meets your acquisition criteria

  • Custom scorecards to summarize our diligence and evaluate targets

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  • Once we ensure mutual interest, we introduce founder and investor through an introductory Zoom call or meeting

  • We transition preliminary diligence materials to our clients, jumpstarting the diligence process

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  • We leverage our deal execution experience to facilitate and support business diligence, including management of follow-up requests and meetings

  • Once the LOI is signed, we provide support as needed through close

  • We celebrate success together by treating both sides to a closing dinner at a location of your choice

Find an SMB Broker

Embarking on the journey of selling or acquiring a small to mid-sized business necessitates the right guidance and partnership. Learn more about us to discover how our SMB brokers can tailor their expertise to your specific needs, ensuring a partnership that not only understands the intricacies of your business but is also committed to achieving your strategic objectives. Securing a trusted SMB broker through us can transform the trajectory of your business transaction, paving the way for a successful and rewarding experience. Reach out today and take the first step towards securing the future of your business with a partner who champions your success.