Mid-market Focus Target mid-market sellers with deal sizes between $3 million and $100 million, aligning outreach to CFA-MidWest’s established specialty and track record in generating successful deals for business owners.

Legacy Expertise Leverage CFA-MidWest’s long-standing presence since 1980 to build credibility with potential clients seeking experienced advisors who understand local market dynamics and complex M&A processes.

Revenue Scale Propose services that complement their $1M-$10M revenue profile, such as growth strategy, exit planning, and deal structuring, to expand engagement opportunities before sale and maximize value.

Buyer Network Fit Position CFA-MidWest as a bridge to regional and national buyers listed among larger peers, emphasizing smooth closings, sector expertise, and personalized dealmaker attention to win mandates.

Competitive Positioning Highlight opportunities to differentiate from peers by emphasizing boutique-level advisory quality, tailored deal execution, and demonstrated success across hundreds of transactions to accelerate client decision-making.