Who we help

Owner-led services firms, and the people who own several of them

Owner-led firms in the US and Canada, roughly $2M+ revenue or $500k+ EBITDA, with a transition on the horizon even if the timing is open.

Marketing and creative agencies

Services mix and specialism shape the buyer set and the peers used for comparison.

MSPs and IT services

Platform buyers and strategic acquirers pay for different things.

Accounting and CPA firms

A firm's service mix shapes which buyers and peer groups are relevant.

Architecture and engineering

Services mix, specialism and revenue description shape how buyers compare A&E firms.

More on A&E

Staffing and HR services

Buyers pay for what a larger group cannot easily build.

Niche services and specialist manufacturers

Buyers pay for what a larger group cannot easily build.

Multiple Strategy to inform Portfolio Strategy

For owners of 3 to 10 businesses (PE, holdco, independent sponsor, family office, serial acquirer): which holdings a buyer would value most, and which moves lift the Multiple across the portfolio.