Established expertise Long-standing presence since 1983 with over 40 years in the real estate and business advisory space, signaling stability and trust that can be leveraged for cross-sell of expansion services to existing clients and referrals.

Mid-market focus Positioned as a leading middle-market advisor offering both business and real estate advisory, presenting opportunities to upsell integrated M&A, financing, and brokerage services to growing private companies in need of blended solutions.

Revenue scale Current revenue range of 25 to 50 million suggests a mid-sized deal flow with potential for targeted growth initiatives, partnerships, and repeat engagements in acquisitions or commercial real estate portfolios.

Growth through acquisitions Recent activity includes acquisitions like Home Team Car Wash, indicating a pattern of growth via strategic acquisitions; identify similar acquisition targets or financing needs for clients considering bolt-on acquisitions.

Tech and tracking Active online marketing footprint with tools such as Google Ads, Open Graph, and PHP stack; potential to offer marketing-led services, competitive bidding support, or optimization of digital campaigns for client properties and deal pipelines.