About Us
We are a boutique Mergers and Acquisitions Advisory firm specializing in the lower middle-market.
We define the lower middle market as a deal of $5million to $100million. Our core industry areas are in the STEM industries, high-tech manufacturing, SaaS, and real estate.
We offer an array of services to our clients, meeting them where they are. We achieve success through diligent and thorough planning and follow through with focused execution.
Rise and Prosper!
Karen K Bennett
MBA, CM&AA
I am a Strategic Financial Executionista!!!
I have been in Finance for 25 years, and am a Certified Mergers and Acquisitions Advisor doing Buy-side and Sell-side, Turnarounds and Divestures.
As a child I struggled with Math. Then in college someone gave me the time to explain math in an intuitive manner. Now I explain complex finance and business to Owners and Executives in an intuitive manner. I guide them through mergers and acquisitions to exponential profit.
So, if you’re interested in making $500M in sales, Let’s Talk!