Offer Your Clients Access to SMB Private Equity
Partner with us to provide your clients curated search fund and SMB acquisition co-investment opportunities — with institutional-grade due diligence.
Schedule a CallWhy Advisors Partner With Us
Differentiated Deal Flow
Give your clients access to an asset class most advisors can't offer — lower middle market SMB acquisitions with 20-30% target IRR.
White-Glove Support
We handle deal sourcing, due diligence, and investment committee review. You focus on your client relationship.
Compliance-Ready
SEC-compliant fund structures with institutional documentation. We work with your compliance team.
How the Partnership Works
Intro Call
We learn about your practice and client base to ensure mutual fit.
Due Diligence
Review our track record, fund structure, and compliance materials.
Onboard Clients
We provide co-branded materials and handle the investor onboarding process.
Ongoing Access
Your clients receive curated deal flow with your continued oversight.
Intro Call
We learn about your practice and client base to ensure mutual fit.
Due Diligence
Review our track record, fund structure, and compliance materials.
Onboard Clients
We provide co-branded materials and handle the investor onboarding process.
Ongoing Access
Your clients receive curated deal flow with your continued oversight.
Let's Explore a Partnership
Schedule a 30-minute call to discuss how we can work together.
Book a Meeting