Castle-1Our team sources more than 2,200 deal opportunities/year through our family office relationships and exclusive intellectual property, such as, Wilson Conferences, and the Family Offices Group Association which combine to reach 1 million professionals each week.

The clients we currently advise under contract on the buy-side have an average portfolio of $1.1B, over $5.1B in aggregate AUM and well over $400M a year target allocation with this direct and co-investment focus:

  • Growth Capital for $35M+ Revenue or $5M EBITDA Private Operating Businesses
  • U.S. Based $1M to $30M+ EBITDA Private Operating Businesses for Sale
  • Healthcare, Aerospace, Energy, Consumer/Food, Call Center, Services, & Manufacturing
  • Late Stage Secondary Market Pre-IPO Stock Shares

If your firm becomes a buy-side client we will document what types of co-investment and direct-investment opportunities you are seeking, and bring you vetted and directly-sourced deal flow for bolt-on or independent acquisitions.  For our buy-side clients our team operates under a non-exclusive, no-retainer capacity, meaning unlike most other investment bankers we only get paid based on performance when a deal we bring you closes.

Deals we have sourced directly with founding CEOs in the last 6 months include: $20M Revenue $5.7M EBITDA; $9M revenue $1.2M EBITDA; $12M revenue $3.1M EBITDA; and Fortune 100 Joint Venture backed by a leading institutional investor.

Proprietary Directly Sourced Deal Flow: If you would like access to additional qualified and due diligence vetted deals in your acquisition pipeline please call (305) 333-1155, or email me directly at