Mid-market focus Target mid-sized businesses seeking strategic and financial advisory, highlighting True North’s experience with over 300 clients and $1B in deal volume to position as a high-touch, full-service M&A and strategic advisory partner.

Boutique with depth Leverage the firm’s small team scale paired with four principals and 100+ years of combined experience to appeal to prospects wanting senior-level attention and tailored deal execution without the overhead of larger firms.

Independent positioning Differentiate from larger banks by emphasizing independence from affiliated entities and a client-focused approach, which can reassure mid-market firms about conflicts of interest and customized solutions.

Revenue growth potential Capitalize on compatible revenue bands (revenue $1M–$10M) to target owners seeking exit, acquisitions, or strategic financing, while offering cross-sell opportunities across M&A, strategic, and financial advisory services.

Tech-enabled outreach Utilize HubSpot Analytics and integrated communication tools to build targeted outbound campaigns, nurture relationships with decision-makers, and track engagement across mergers, acquisitions, and strategic advisory opportunities.