Build It
Once.
Sell It
Once.
By The Numbers




The Firm
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Process
Business Preparation
Financials normalized, data room built, and valuation range established.
Promotion & Buyer Outreach
A confidential information memorandum, operating model, and equity story prepared; qualified strategic and PE buyers contacted.
Indications of Interest
Indications of interest managed, bids scored, buyer feedback synthesized, and a qualified shortlist established.
Management Meetings
Shortlisted buyers coordinated through presentations, site visits, technical diligence, and Q&A.
Deal Negotiation
Final bids compared, structure and rollover optimized, and LOI negotiated through exclusivity.
Diligence & Close
A quality of earnings review, working capital, documentation, and third-party diligence managed through a fully funded close.
Verticals
Creator Economy
The creator economy is in its consolidation phase. Strategic buyers and PE-backed platforms are writing large checks for the businesses that power it. We know who is acquiring, what they underwrite, and how to run a process that surfaces the right buyers at the right time.
Digital Media & Agencies
Holding companies and roll-up platforms are acquiring founder-owned agencies and digital media businesses at pace. Differentiated capabilities, loyal client bases, and retainer revenue consistently outperform valuation expectations when a competitive process is run.
Technology & Software
Software and tech-enabled service businesses generate the most predictable acquisition demand in the lower middle market. Recurring revenue, strong retention, and defensible customer relationships command premium multiples from a deep and active buyer universe.
FAQ
We work exclusively with founder-owned businesses in the creator economy, digital media and agencies, and technology and software. Deal sizes typically range from $5M to $250M in enterprise value, with businesses generating $500K+ in EBITDA or demonstrable ARR.
Deep market knowledge and active buyer relationships in the markets we cover. We know which PE platforms are building scale through acquisition, which strategics are actively paying for founder-owned businesses, and what buyers are underwriting right now. We understand your metrics before we call the first buyer: MRR, NRR, churn, client concentration, EBITDA add-backs. That knowledge shows up at the negotiating table.
A well-run competitive process typically takes four to six months from engagement to close. We move fast. Our first deliverable, the Confidential Information Memorandum, is in market within 30 days of engagement. Timing depends on buyer responsiveness and diligence complexity, not our pace.
A competitive process means multiple qualified buyers are evaluating your business at the same time, under a structured timeline. When buyers know others are at the table, they move faster and bid higher. Our data consistently shows 2–3 turns of additional EBITDA multiple compared to a single unsolicited inbound offer. On a $10M EBITDA business, that’s $20–30M more in your pocket.
Almost always yes. An unsolicited inbound offer, no matter how flattering, is almost never the best offer you can get. The buyer approached you because they believe they can acquire you below market. A structured process gives you leverage, alternatives, and the ability to walk away. We can run a targeted process even with a lead buyer already at the table.
We charge a modest retainer at engagement to align incentives, and a success fee at closing: a percentage of total transaction value. The retainer is credited against the success fee. We only win when you win. We'll walk through the exact structure on our first call.
Confidentiality is the foundation of everything we do. We never identify your business publicly. Every buyer signs an NDA before receiving any information. We control who gets access, when, and in what sequence. Most of our clients run full processes without a single employee or customer finding out.