Bridging family‑owned businesses and the capital built to grow them. Proprietary opportunities, sourced with the rigor you’d apply yourself.

By the acquirer. Terms are agreed upfront, before any introductions are made, and owners never pay us anything. That alignment is a large part of why owners are willing to talk with us in the first place.

Founder- and family-owned businesses in the lower middle market, across our four sector verticals. We tailor the target profile, including size, geography, and service mix, to your criteria.

Both. We source new platforms and build add-on pipelines for existing portfolio companies, and we can run several mandates in parallel for the same firm.

We do not run broad auctions or post listings. We reach owners directly through long-standing relationships, so many of our conversations begin before an owner has engaged a sell-side advisor.

Every owner relationship follows an agreed contact protocol. We share identifying details only with the owner's consent, and only with acquirers we have qualified for fit.

As an extension of your corporate development function. Expect regular pipeline reviews, clear notes on every conversation, and support through diligence to close.

Commercial and residential services, professional services, consumer and healthcare, and technology. If your thesis sits adjacent to these, ask us. Our coverage often extends further than the list.

Yes. Greybrook works with owners across the United States and connects private businesses with investors nationwide.

Contrary to what many advisors will tell you, the answer is not always “sell now.” Monetizing your business is a major decision, and we treat it that way. Our approach is consultative: we share our perspective on market timing, industry conditions, valuation, your personal goals, how long you want to stay involved, family dynamics, and the growth levers specific to your company.

Our aim is to help you make the most informed decision possible, even if you are in no hurry to act. Many of our relationships begin years before a transaction.

Largely, it will be what you want it to be. Most investors ask owners to stay through a transition of at least six to twelve months so the business sees no sudden disruption. Beyond that, it depends on your goals.

If you want to keep leading, you can remain at the helm with a go-forward salary and roll equity into the new structure, creating a potential “second bite of the apple” on a future sale. If you plan to step back, a well-capitalized partner can help put a succession plan in place that protects your legacy.

In the vast majority of cases, both remain intact. Headlines about private equity cutbacks rarely reflect the lower middle market, where recruiting and retaining good people is essential. Employees often see their compensation hold steady or rise, along with improved benefits.

Your brand and reputation in the community are a large part of what an investor is paying for, and they will work to preserve it.

Before making an offer, a buyer will want to understand revenue trends, service mix, profitability and margins, growth strategy, customer retention and concentration, organizational structure, headcount and compensation, brand reputation, and your plans after closing. We help owners present their business clearly so nothing is left on the table through lack of preparation.

We help with exit planning, diligence preparation, and, ultimately, introductions to reputable, well-capitalized buyers. We filter out inexperienced parties, opportunistic tire-kickers, and undercapitalized bidders so your time goes only to serious conversations. Quality over quantity, always.

Confidentiality is central to what we offer. We know how sensitive M&A can be inside a company, so we agree on a contact protocol that protects your privacy from the first conversation. Unlike sell-side brokers, we never post businesses on online listing sites where competitors or employees might see them. We focus on finding the right economic and cultural fit through deep knowledge of the industries we serve.

Yes. To complete a sale you will need an experienced M&A attorney, along with your CPA or tax advisor to help you understand the tax consequences of the transaction. We are happy to recommend professionals we trust.