Better M&A Advisory

We help owners and entrepreneurs exit using a professional, boutique investment bank approach.

We're aligned with business owners

Broad Expertise

From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.

Mergers & Acquisitions

Comprehensive sell- and buy-side advisory services for privately held companies.

Market Valuation Assessments

Thorough market valuation assessments to determine what the right buyer will actually pay.

Not a normal advisor

Why Trailhead?

Trailhead Partners is a firm specializing in Mergers and Acquisitions (M&A) Advisory for privately held companies with transaction sizes from $5 million to $80 million.

Through buying and selling their own businesses, the Trailhead founders learned the average business broker takes a quantity over quality approach to their work.

Selling your business is often the largest transaction of your life, and we believe you deserve better. For business owners ready for their next venture, we aim to make the transition painless and seek to find the right buyers for great businesses.

Are you getting offers from buyers who want to buy your business off-market?

You might be being 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.

We can help you evaluated the offers you've already received and ensure they're truly competitive with the rest of the market. You might have received a great offer - in that case, take it!

If not, we'll help you find the right buyer with the right terms and market your business competitively to every potential buyer we can find.

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

We sell great businesses

What we do

We help owners of great businesses get the best deal possible so they can move on to the next chapter in their career and life.

Our relationship with sellers begins with trust, and every engagement begins with a free and confidential valuation to better understand the potential transaction. We only market the business to buyers when the business owner is confident with the expected deal.

We believe that profitable, privately-owned businesses are the lifeblood of thriving communities in the United States.

Services

Selling your business with Trailhead

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Prepare Financials

Selling begins with an analysis and valuation of your business.

We dig into your financials and perform our own due diligence, getting ahead of potential buyer objections before marketing the transaction.

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Market the Transaction

After analysis and valuation, we market your deal using every available marketplace and our own proprietary buyer list.

Your business is marketed confidentially, and we distribute information, NDAs, and field inquiries.

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Find a Buyer

Finding the right buyer and agreeing to the best terms is incredibly important.

We help you select the buyer who will not only get to closing, but will steward your business and legacy for the next generation.

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Support Due Diligence

The due diligence and closing process is filled with challenges, and Trailhead handles this so you can continue to run your business.

We assist in all aspects of closing, from assistance drafting the key purchase documents to working directly with the buyer's lender to obtain financing.

Lower Middle Market

Too large for brokers, too small for investment banks

We focus on profitable, privately businesses in the lower middle market.

TRUSTED
BUYERS

Growing buyer list

When not working with sellers, we're growing our buyer list. Most buyers we work with are operators themselves who intend to run the business for the long-term.

EXIT tRANSACTIONS

We sell businesses

We exclusively serve owners who wish to sell their business.

Full time and fully committed

We have deep financial experience and are fully engaged with you from analysis, to negotiation, to purchase agreement drafting, to closing.

Sell with Trailhead