Middle Market Focus Aurum specializes in M&A and capital formation for middle market companies across the U.S., signaling a target for growth capital, strategic advisory, and bespoke deal services.

Regional Presence With offices in Denver, Dallas, Portland, and Durham, Aurum can leverage regional networks to source deals, coordinate cross-market transactions, and engage clients with localized strategies.

Boutique Scale Advantage Aurum’s lean team size (11-50 employees) suggests high-touch, personalized client engagement that can be positioned as a premium service in exchange for selective, high-value mandates.

Digital & CRM Stack Utilizes Microsoft 365, Google Cloud, HubSpot, Wix/WordPress, and cloud monitoring tools, indicating readiness for scalable outreach, marketing automation, and client relationship management.

Revenue signals Reported revenue of 10 to 25 million positions Aurum as a credible dealmaker for mid-market transactions and potential collaboration opportunities with broader capital markets and private equity groups seeking LP-aligned capital.