For searchers, independent sponsors, family offices, PE, and first-time buyers in the lower middle market. We do the diligence that tells you what you are really buying, and because we have actually run businesses, we can help you run it after the close. Indiana-rooted, and we do not disappear the day the wire hits.
Quality of Earnings and buy-side diligence, including the customer-reference calls a report at this size usually skips. Know what you are buying before you wire.
Quality of Earnings →The operator who ran your diligence can stay on as CFO and operating partner through the first year and beyond. The plan the diligence surfaced, actually executed.
The embedded model →For sponsors and family offices: operator-level bench for a portfolio business that needs a hand, value creation and a steady seat, not just a quarterly deck.
Operating partner →Most diligence at this size stops at grading the numbers. We go further: we pair a CPA who has run more than 100 buyer-side reviews with an operator who has built and run real businesses. One proves the numbers are real; the other tells you whether they will hold, what will break in the first hundred days, and how to fix it. Nearly all post-deal trouble is people, so we diligence the team, not just the numbers.
Send us the deal. We will scope it, tell you the truth, and be there after the close if you want us.