Middle market focus Target mid-market M&A and capital formation needs in the US with emphasis on Denver, Dallas and other regional markets where Aurum operates to drive deal sourcing and advisory engagements.

Strong revenue Revenue range of 10M–25M indicates a growing advisory practice with potential for additional services such as financing rounds, sell-side/buy-side mandates, or minority investments to broaden wallet share.

Strategic advisory Leverage Aurum’s combined investment banking and private capital services to position for cross-sell opportunities with clients pursuing mergers, acquisitions, recapitalizations, or private placements.

Geographic reach Multiple regional offices (Denver, Dallas, Portland, Durham) present cross-market expansion opportunities and introductions to new middle-market targets and capital sources.

Tech-enabled Utilize the stated tech stack and digital presence to enhance outreach, leverage data-driven targeting for deal origination, and showcase modernization to prospective clients and investors.