Better M&A Advisory for Business Owners

You've put blood, sweat, and tears into growing your business. Let us take it from here.

We bring the right buyers to the table to support your employees and give you the freedom to take the next step down the trail.

Better Buyers
Focused Strategic Outreach Combined with Broad Market Matches.
4x Higher Close Rate
Four times higher close rates than the industry average
Higher Offers
Competitive auction process vs. responding to proprietary buyer outreach
Track Record

Recent Transactions

McFadden Stairs
has recapitalized with
Internal Management Team

McFadden Stairs has recapitalized with Internal Management Team

Sell-Side Advisory — Construction — Dallas, TX

Dallas, TX
Child's Play Inc
has been acquired by
PattersonThoma

Child's Play Inc has been acquired by PattersonThoma

Sell-Side Advisory — Construction — Dallas, TX

Dallas, TX
In-Detail
has been acquired by
Private Investor Group

In-Detail has been acquired by Private Investor Group

Sell-Side Advisory — Distribution — Dallas, TX

Dallas, TX
Fabcoat
has been acquired by
Coin Acceptors
a portfolio company of
Thomas Family Office

Fabcoat has been acquired by Coin Acceptors

Sell-Side Advisory — Manufacturing — Centralia, IL

Centralia, IL
BlastCo
has been acquired by
Clyde Joseph Enterprises

BlastCo has been acquired by Clyde Joseph Enterprises

Sell-Side Advisory — Industrial Services, Manufacturing — St Louis, MO

St Louis, MO
Special Delivery Services
has been acquired by
Proceed
a portfolio company of
Align Capital Partners

Special Delivery Services has been acquired by Proceed

Sell-Side Advisory — Services — Dallas, TX

Dallas, TX
Maktech Fleet Services
has been acquired by
East Fork Trinity Partners

Maktech Fleet Services has been acquired by East Fork Trinity Partners

Sell-Side Advisory — Automotive, Services — Melissa, TX

Melissa, TX
DLJ Commercial Roofing
has been acquired by
Chamberlin Roofing & Waterproofing
a portfolio company of
Main Street Capital Corporation

DLJ Commercial Roofing has been acquired by Chamberlin Roofing & Waterproofing

Sell-Side Advisory — Construction — Edinburg, TX

Edinburg, TX
FitSW
has been acquired by
MacroActive

FitSW has been acquired by MacroActive

Sell-Side Advisory — Software, Fitness, Saas — Colorado Springs, CO

Colorado Springs, CO
Lake Livingston Overhead Doors
has been acquired by
a Private Investor

Lake Livingston Overhead Doors has been acquired by a Private Investor

Sell-Side Advisory — Construction, Consumer Services — Texas

Texas
Axial Advisor 100 Featured Firm 2026 — Top 100 Most Recommended Lower Middle Market M&A Advisor

Named to the 2026 Axial Advisor 100

Recognized as a top lower middle market M&A advisor based on client quality, process effectiveness, and deal activity.

Partner-Led at Every Step

We've started, bought, and sold companies ourselves, and that experience shaped a core principle of how we operate at Trailhead: each client we work with is taken care of, start to finish, by experienced professionals.

You're never handed off to analysts and interns. Our industry focus, tailored approach, and limited volume means you get the right attention for what might be the largest transaction of your lifetime.

Small to midsized businesses over $5M in sales are underserved by traditional brokers who have underinvested in tech to make transactions faster, more valuable, and easier for their clients. Our clients are too large for traditional business brokers, and too small for investment banks, where large deal teams and minimum fees make the economics challenging.

Operator Experience

We've been there and know what it takes.

Honest Guidance

We tell you what you need to hear, not what you want to hear.

Process Excellence

Better processes create better outcomes.

Aligned Incentives

We win when you win.

Client Feedback

What Our Clients Say

"Zach and Drew provided steady guidance from the very beginning. They took the time to understand our priorities and explained how to do this. I had never sold a business before so they walked me through valuation, due diligence, and every other step along the way."
Confidential Owner
Founder
Service Company
"The guys at Trailhead were trustworthy, diligent and transparent. They did what they said they would do and I'm thankful to have partnered with them to find the right buyer to continue the legacy of this business."
Tony Del Plato
Founder
Maktech Fleet Services
"We felt supported, informed, and confident throughout the entire journey. Most importantly, they were thoughtful in how they represented our company to potential partners."
Business Owner
President
Service Business
For Sellers

Buyers like exclusivity. We like options.

We're market builders.

You're hounded by individual buyers and private equity groups who want to take a closer look at your business. You've probably received unsolicited offers to purchase, each claiming they pay "top dollar."

There are thousands of investors who want a piece of successful businesses. Don't settle for the buyers in your inbox.

Trail Notes

news

Deal Closing Announcement: Maktech Fleet Services

Trailhead Partners is pleased to announce the acquisition of Maktech Fleet Services, a commercial fleet maintenance company located in Melissa, TX, by East Fork Trinity Partners, led by Brian Baklenko.

Read Article
quick hits

Letter of Intent Details Matter

Ambiguous Letters of Intent kill deals. They're a waste of time for both sides and bring consequences for sellers far in excess of the hard costs spent on the transaction.

Read Article
perspectives

Selling a Business is Hard

Selling a business can be messy and stressful, no matter the size. At Trailhead, we've sat in the shoes of buyers and sellers and know firsthand what the experience is really like.

Read Article

Ready to Start the Conversation?

Whether you're considering a sale, exploring options, or just want to understand your business's value - we're here to help.

Request Free Valuation