Serve. Support.
We deliver tailored, client-centric advisory solutions to transaction intermediaries & small-to-midsize business owners and entrepreneurs, helping guide knowledge, growth, transformation, and transition initiatives.
NAVIGATING YOUR UNIQUE BUSINESS JOURNEY CAN BE CHALLENGING.
Feeling Overwhelmed? Are you facing the complexities of growth, transformations, and transitions in your business without a clear path forward?
Looking for Clarity? Does information overload and messy data leave you feeling uncertain about your business’s outlook or a transaction’s viability?
Lacking Direction? Do you find yourself isolated and lost without a trusted guide to help you navigate the next phase of your business journey?
In a world filled with noise and conflicting advice, you can have the relief of streamlined processes, the confidence of informed decision-making, and the reassurance that your goals are within reach.
UNWAVERING PARTNERSHIP
Helping you get from where you are to where you want to be.
TAILORED SOLUTIONS
Bespoke services packaged and designed to address your unique situation.
STREAMLINED PROCESS
Experience relief through efficient processes.
TRANSPARENCY AND INTEGRITY
Our commitment to honesty and fairness in all we do.
CLARITY AND SUPPORT
Providing the confidence and support you need.
EXCLUSIVE OPPORTUNITIES
Access to private placements, buyers, & sellers.
LEGACY MINDSET
Create a lasting legacy and new growth opportunities.
OUR SERVICES
We bring high-caliber services and know-how typically reserved for large and/or complex national and global clients down market to small and medium-sized businesses. With a proven track record managing sophisticated situations and executing knowledge, transactional, and growth-based services, we deliver comprehensive support before, during, and after critical business decisions. Our team’s experience spans material end-to-end involvement in hundreds of business and investment transactions well into ten figures of closing value offering the small-to-medium size businesses we serve access to the full capabilities of a corporate development department.
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Valuations
Whether you are considering a transaction, growth path, or succession plan - you need a comprehensive understanding of business value to quantify what important decisions are worth.
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Value-Based Growth, Transformation & Integration
Create, capture, and optimize value within a business or portfolio to generate transactional alpha or future growth through strategic, deliberative pre-and-post deal actions.
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Due Diligence
Limit surprises across the lifecycle of transactions, partnerships, and more by deploying third party commercial, financial, and operational due diligence efforts to identify risk, opportunity, and probable outcomes.
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Research & Targeting
Bespoke knowledge & transaction advisory services for current and future business owners, operators, and fund managers embarking on the next phase of their business journey through M&A or strategic organic growth.
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Bookkeeping, Planning, & Modeling
Fully understand the nature, mechanics, and structure of not only how your business works, but also the drivers that can impact change and financial outcomes. Make well informed transaction decisions based on how those decisions impact a financial future you want or need.
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Divestitures and Exits
Strategic planning and transactional consulting for small business owners and operators exploring, planning, or actively engaging in the next phase of their business journey through divestitures and exits. We are not a brokerage, instead, we vet and partner with local independent intermediaries across the country who specialize in marketing and selling closely held businesses.
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Alternative Investment Fund Services
Front-End fund support for subject matter experts and operators looking to leverage their knowledge or skill sets to launch a fund to acquire assets or operations that they are intimately familiar with. This can be an intimidating process and endeavor, but we are here to ease the pain and empower emerging fund managers with the strategic research, planning, organization, and presentation required to effectively raise and deploy capital.
HOW IT WORKS
Our Streamlined Process
DISCOVERY
Starting with your free initial consultation call and throughout the discovery phase, we’re eager to learn about your vision, challenges, and goals while also giving you the opportunity to ask any questions. We’ll actively listen to your needs and ask the right questions, gather the right data, and work collaboratively with you to understand your business situation deeply.
STRATEGY & DESIGN
Once we understand your unique needs, it’s time to create a custom plan. We work closely with you to design a strategy that aligns with your vision and a plan to get you from where you are to where you want to be. We will provide valuable insights and a roadmap.
EXECUTION
With a strategic plan in hand, it’s time to transform your dreams into reality. Our expert team will execute the strategy and design, ensuring your goals become a tangible reality. This is where your legacy comes to life and cements itself for generations to come.
YOUR TRUSTED PARTNER
IN BUSINESS
Our solution is to be that unwavering partner, providing boutique-quality, end-to-end advisory services meticulously designed to address every facet of your journey. We offer a bespoke approach, tailored to your unique circumstances, ensuring transparency, integrity, and partnership that goes beyond the norm. With us, you’ll find the clarity and support needed to navigate the complexities of business transitions, transformations, and growth. Our guided approach on both the sell-side and buy-side, coupled with access to private placements, buyers, & sellers, equips you with the tools for making your dreams become reality.
By choosing us, you’ll not only gain a strategic ally but also unlock a world of opportunities. Experience the relief of streamlined processes, the confidence of informed decision-making, and the assurance that your goals are within reach. Our goal is to empower you to achieve optimal growth, transitions and transformations, ultimately leading to a legacy you can be proud of and newfound opportunities for growth and prosperity. Together, we’ll rewrite your business story with transparency, integrity, and unwavering partnership as our guiding principles.
FREQUENTLY ASKED QUESTIONS
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No, we are not, but we often work alongside them to support value-add services to their clients or engage them on behalf of our clients. Rather, for small-to-medium size businesses, we bring the capabilities of an in-house Corporate Development department that includes a Knowledge, Transaction, and Growth Practice working collaboratively to achieve strategic objectives.
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(1) Business owners seeking to grow and optimize their organization through M&A or strategic organic growth;
(2) Business owners seeking assistance with exit strategy, planning, and transaction consulting;
(3) Attorneys, brokers, investment advisors and bankers needing transactional or other client services support;
(4) Searchers looking for that one special business to buy, uniquely fit for their skill sets, know-how, and goals;
(5) Operators and subject matter experts taking the monetization of their know-how to the next level by starting an investment fund.
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No. For qualified buyers and sellers we provide creative payment structures that are strictly success based. Depending upon how early in the journey buyers and sellers come to us, the situation as it stands, and the likelihood of the desired outcome we have alternative compensation structures available.
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Not necessarily, we do have a qualification process that is built around the probability of achievement from the client’s perspective or definition of success. In other words, if we don’t believe we can produce an outcome that will make our clients happy, we won't take the project, regardless of the service offering or solution.
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Our passion is to serve businesses involving EBITDA between $0.5 million and $5 million, but in qualified situations we will work with larger clients insofar as it is a closely held operation. In certain asset heavy and capital intensive industries where we have a unique history, we do tend to serve larger clients.
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Guaranteed full cycle timelines aren't realistic and completely depend on the existing state of the business. However, for many exit-ready small-to-midsize businesses, it can take between 45 and 90 days for proper Go-To-Market preparation and 60-120 days from an accepted LOI to closing. In between these phases, the marketing timeline after a deal goes live can be as little as hours in some cases and a full year in others. We help clients understand their ongoing exit readiness and marketability profile from the earliest stages of engagement to continuously benchmark and set expectations for their business.
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This is largely dependent upon (1) the size and complexity of your company’s records and operations, (2) the sell-side package you choose, and (3) the desired level of discretion with employees. During the initial consultation call, we will get a basic understanding of your business, your desired level of discretion with staff, and desired time commitment to recommend a process tailored to your goals.
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In general, we are of the mindset at Made that you make your money when you buy right and sometimes you have to ‘kiss a lot of frogs’, but depending on your structure, usually anywhere from 3 to 24 months. If you are launching a fund with an entire deal support team, you could be targeting 90-day full cycle deal timelines or less, whereas if you are a search fund, we generally recommend having 24 months earmarked and prepared for your process, with 18 months being the baseline. If you are targeting a bolt-on for your existing company, the timeline should lie in between the short turnaround at the PE fund level and longer timeline of searchers; your team knows the business process and model of the targets well, so diligence sprints are shorter, but origination and integration is equally (if not more) specific and taxing than in any other setting.
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Absolutely. We are a value-based company and we believe in leading with love in every transaction. A portion of our profits are allocated to DAFs (donor-advised funds) that contribute to impact-driven organizations and missions. In some instances, we will work with our full-service buy-side and sell-side clients to mutually decide where the pro-rata allocation from their deal will be committed.
Something else we get really excited about around here is our ReMade Program. Those who have to fight to overcome and persevere through adversity on a daily basis are some of the hardest working go-getters you will find. Simply put, we believe that every transaction we close should change as many lives for the better as possible.