Mid-market Focus Target True North Strategic Advisors as a high-potential partner for mid-sized businesses seeking strategic and financial advisory, M&A, and deal execution support with a track record of over 1B in deal volume.

Advisory Differentiator Position the firm’s high-touch, bespoke advisory approach combined with broad coverage in legal, research, marketing, and accounting to differentiate from larger banks and appeal to growth-minded mid-market clients seeking personalized service.

Growth Signals Leverage the strong deal history (300+ clients) and senior experience (four principals with 100+ years) to identify cross-sell opportunities such as repeat M&A engagements, sell-side/buy-side mandates, and strategic financial advisory projects.

Regional Opportunity Capitalize on Fort Wayne, Indiana presence to win regional mid-market engagements in the Midwest by aligning with local SMBs looking for sophisticated advisory without the footprint of national firms.

Partnership Structures Explore collaboration with affiliated broker-dealer channels (noting securities offered through Burch & Company) to expand access to deal flow, capital markets capabilities, and potential co-managed transactions.