Middle market focus Dinan & Company specializes in middle market mergers, acquisitions, and private capital advisory, presenting sales opportunities with mid-sized businesses seeking strategic financial guidance and capital partnerships.

Strong deal history With over 900 transactions and $70B in value guided, there is potential to cross-sell related advisory services, raise deal flow, and leverage credibility to win new engagements from Financial Sponsors and Entrepreneurs.

Revenue and scale Current revenue range of $100M-$250M indicates a sizable client base and room for add-on services such as debt advisory, restructuring, or bespoke strategic advisory for growth and transition events.

Tech-enabled outreach Utilize their tech stack (HubSpot, OpenAI, Google Cloud, WordPress, Shopify) to deploy targeted ABM campaigns, content that demonstrates deal expertise, and automated lead nurturing for potential clients and sponsors.

Leadership expansion Recent appointment of a Managing indicates momentum in leadership; identify opportunities around executive search, advisory capacities for portfolio companies, and expanded sponsor relationships to drive future mandates.