M&A Expertise Boutique advisory with 25 years of M&A strategy experience, offering services such as M&A brokerage, outsourced CEO/COO leadership, and growth consulting to both Fortune 500 and private companies. Potential sales opportunity: position as a strategic partner for buy-side/sell-side engagements and interim leadership to accelerate integration and growth.

Growth Services Emphasis on building sustainable growth and revenue expansion through targeted CEO and business growth strategies. Potential sales opportunity: cross-sell revenue consulting, outsourced executive leadership, and interim executive roles to support post-merger integration and organic growth initiatives.

Executive Access Led by CEO Founder Chris Bartholomew with senior-level offerings (CEO/COO/Interim roles) and direct contact channels. Potential sales opportunity: engage with Owners and Senior Executives for strategic growth projects, leadership transitions, or turnarounds requiring experienced interim leadership.

Tech & Delivery Lightweight tech stack (WordPress, MySQL, Microsoft 365, PHP) suggests cost-conscious operations and rapid engagement. Potential sales opportunity: propose digital presence audits, CRM/automation enhancements, and scalable service delivery models to improve client outreach and project efficiency.

Market Positioning Smaller firm with high-profile expertise competing against large consulting houses; revenue range $1M-$10M with a focus on mid-market deals and strategic advisory. Potential sales opportunity: offer tailored, high-touch M&A and growth solutions as a cost-effective alternative to top-tier firms, targeting mid-market clients seeking flexible engagement models.