Better M&A Advisory
We maximize outcomes for business owners selling their business, raising investor capital, or passing the torch to the next generation.
Results matter: read about our success stories here
We're aligned with business owners
We're aligned with business owners
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?
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.
What we do
M&A Advisory
Sell-Side Representation
Financial Prep
Selling your business with Trailhead
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.
Market the Transaction
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.
Find a Buyer
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.
Support Due Diligence
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.
LOWER MIDDLE MARKET
We focus on profitable, privately businesses in the lower middle market.
TRUSTED BUYERS
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 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.
