Case study · Manufacturing
Midwest machine shop
$18M LOI
Third-generation, partner-owned, profitable, clean books. The data flagged him. The
opening email referenced what the shop actually made — and he replied the same day. The
buyer was at $18M LOI within weeks, with no one else at the table and a seller whose
number actually penciled.
Case study · Healthcare
East Coast dental practice
$13M close
DSO consolidation in his market had been heavy for years, and he'd been deleting
acquisition emails the whole time. Ours worked because it was about his practice, not a
row in a spreadsheet. The buyer cultivated him for a few months and closed at $13M —
clean books, realistic seller, no other party in the process.
Case study · Specialty services
Southeast surveying company
$2.4M close
Owner-operated. Not listed. Not in conversation with any advisor. Our outreach happened
to land just as his own circumstances were pulling him toward a transition. The buyer
closed at $2.4M in under six months — a clean acquisition that wasn't available through
any listed channel.