Midmarket Focus Target midmarket founder-owned and privately held businesses in the Texas region and beyond, offering merger and acquisition advisory, capital raising, and strategic advisory services to help maximize shareholder value.

Strong Experience Leverage a team with over 100 collective years of deal negotiation and closing experience and senior-level professionals from multiple disciplines to position as a trusted advisor for complex transactions.

Strategic Partnerships Recent partnerships and vertical expansions, such as the rental equipment segment via The Stansberry Firm, indicate potential cross-sell opportunities with service and equipment-related businesses seeking capital or exit strategies.

Revenue Signals Current revenue range indicates a healthy, scalable growth profile suited for targeted advisory services at scale; prioritize case studies and references from similar size deals to accelerate interest from potential clients.

Growth Opportunities With a US presence and Austin base, pursue geographic expansion outreach to adjacent markets and targeted founders' networks, including marketing to private equity-backed growth companies seeking strategic exits or funding rounds.