We bridge the gap for businesses with $5M to $100M in revenue.
Request ValuationLower middle market businesses between $10M and $100M in revenue are underserved by traditional business brokers and investment banks who have been slow to adapt technology to make transactions faster, more valuable, and easier for business owners. Our clients are too large for traditional business brokers, who often lack the sophistication to run a proper process. But they're too small for investment banks, where large deal teams and minimum fees make the economics challenging.
We founded Trailhead Partners to bridge that gap. As former business owners who have started, acquired, operated, and sold companies ourselves, we understand what you're going through. That experience shapes how we advise - with empathy, honesty, and practical insight.
We've started, bought, and sold our own businesses.
We tell you what you need to hear, not what you want to hear.
Disciplined process creates better outcomes.
We succeed when you succeed.
We advise owners through successful exits across industries.
"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."
"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."
"We felt supported, informed, and confident throughout the entire journey. Most importantly, they were thoughtful in how they represented our company to potential partners."
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.
Full-service representation for owners. We handle financial modeling, marketing materials, and negotiation so you can run your business.
View ProcessFrom individual buyers to public strategics. Join our buyer network to access exclusive deal flow and direct opportunities.
Join NetworkSpecialized valuation and brokerage for mineral and royalty interests. Deep expertise in Permian, Eagle Ford, Oklahoma, and Bakken basins.
Energy ServicesWe aren't generalists. We focus on the sectors that drive the economy.
Precision manufacturing, job shops, and industrial production.
Learn MoreEquipment services, maintenance, and industrial support.
Learn MoreProfessional and business-to-business service providers.
Learn MoreWholesale distribution and supply chain businesses.
Learn MoreConstruction, trades, and building products.
Learn MorePackaging manufacturing and distribution.
Learn MoreTrailhead 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 ArticleAmbiguous 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 ArticleSelling 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 ArticleWhether you're considering a sale, exploring options, or just want to understand your business's value - we're here to help.