Is Your Firm the Right Fit?

We're looking for boutique consulting firms where the fundamentals are strong and the ambition to grow is real—but the constraints of being independent are starting to create friction. If you recognize your business in the description below, we should talk.

The Business

You're an owner-led boutique operating in professional services—digital transformation, strategic marketing, operations consulting, or a related advisory discipline. You've built real depth in one or two verticals, and that focus has been a strength. But you've started to feel the limits of what you can pursue without a larger platform behind you.

The Financials

You're generating $2–5M in EBITDA with a consistent track record. At least half of your revenue is recurring—retainers, ongoing engagements, or repeat clients who come back year after year. Your client base skews toward institutional sectors: healthcare, higher education, CPG, or similar stable verticals.

The Team

You have standout leaders inside your firm—people who've been with you through the growth and have more to give. You're not looking to step away; you want a partner who will invest in those people and give them room to lead something bigger.

The Situation

You've built something successful, and you still have plenty of energy for the next chapter. What you're looking for is a partner who can remove the ceiling—providing the operational support, capital, and platform that lets you and your team grow in ways that just aren't possible as an independent shop.

Not Sure?

Even if you're not certain you fit the profile, reach out. We're happy to have a candid, confidential conversation and tell you honestly where we see alignment—and where we don't.