Mid-Market Focus CB Capital Partners specializes in serving private middle-market companies with EBITDA between 1.5M and 8M+ and transaction values from 10M to over 250M, indicating an opportunity to tailor financial services and investment solutions for similar-sized firms within the regional Western and Midwestern US markets.

Regional Concentration The company primarily targets family-owned or angel-backed businesses in the Western and Midwestern US, presenting prospects to develop personalized engagement strategies and expand client base within niche local markets.

Industry Expertise With deep knowledge across industries like Industrials, Consumer Retail, Food & Beverage, Entertainment, and Healthcare, CB Capital Partners is well-positioned to connect with companies seeking specialized M&A advisory and capital raising services within these sectors.

Growth Potential Given the company’s revenue range of 10M to 50M and focus on transaction sizes up to 250M, there are opportunities to offer targeted capital solutions, strategic partnerships, and advisory services for clients planning growth or exits.

Technology Stack Utilizing technologies such as Google Analytics, Nginx, and OpenResty suggests openness to digital engagement, enabling the possibility to leverage data-driven marketing and lead generation efforts to attract similar regional middle-market clients.