The Deal Team

We are a team of Wall-Street trained Mergers & Acquisitions advisors, business owners, and entrepreneurs.

• Experience operating, growing, and advising small businesses that drive results for SMBs across the United States.

• Team experience at KPMG, BNC Securities, RBC Capital Markets, Evercore, and JP Morgan, working with various private equity groups and operating companies in capital raising and M&A activities.

• Deep relationships with CPAs, tax advisors, and wealth managers to help business owners protect their hard-earned wealth.

• Dozens of mergers, acquisitions, and financing transactions to leverage to help you achieve the greatest outcome