SELL-SIDE M&A ADVISORY | LOWER MIDDLE MARKET

Institutional sell-side advisory for $1M-$25M businesses.

Boutique-bank process without bulge-bracket minimums. Confidential, success-based, and led by senior partners with investment banking and public company experience.

Schedule a Confidential Consultation See How We Value Your Business

Maximize Value

Strategic positioning to achieve optimal business valuations

Expert Guidance

Experienced advisors managing every aspect of your transaction

Confidential Process

Serving lower middle market businesses with $1M-$25M in annual revenue

$1M-$25M

Annual revenue we serve

6-9 mo

Typical time to close

Targeted

Curated buyer outreach, not an auction

Success-based

Aligned fees

Built for the coverage gap.

Too small for bulge-bracket banks. Too sophisticated for the average local broker.

Owner-Operator Track

$1M-$10M revenue | Under ~$1M SDE

SDE-based valuation
SBA-financed and owner-operator buyers
streamlined CIM and buyer outreach

Institutional Track

$10M-$25M revenue | $1M+ EBITDA

EBITDA-based valuation and quality-of-earnings prep
PE add-ons, search funds, independent sponsors, family offices
full CIM, management presentation, and LOI process

Not sure which fits? A 30-minute call will tell you.

Why Verta

Banker-grade process

Investment banking discipline: CIM, targeted outreach, structured negotiation, managed diligence.

Confidential by design

Blind teasers, NDAs, and staged diligence keep staff, customers, and competitors out of the loop.

Aligned economics

Success-based fees. We earn when you close at a price that works for you.

Led by operators and bankers.

Every mandate is led by a senior partner with investment banking experience at JPMorgan and ABN AMRO, public company CEO experience, and three exits. You work directly with the person leading your sale, not a junior team.