Merger & Acquisition Expertise for Lower Middle Market Businesses

Experpise for Lower Middle Market Enterprises

We work with lower middle market companies that meet the following criteria:

• $5M+ in annual revenue

• $500K+ in EBITDA

• Owner not essential to daily operations

• Clean financials and scalable infrastructure

  These characteristics often attract private equity groups, family offices, and strategic buyers.

  If your business matches this profile, you're likely ready for a structured M&A process.

Additional Characteristics Include:

• Multiple employees and departments

• Scalable operations and growth potential

• Clean financials with minimal owner add-backs

• Interest from institutional investors or strategic buyers

• Corporate structure (LLC or C-Corp) with professional management

Is Your Business Ready for an M&A Process?

Navigating the M&A process for a lower middle market business—especially those with $5M+ in revenue—requires more than experience. At Alta Business Advisors, we deliver strategic M&A advisory services tailored for business owners looking to sell, merge, or acquire with clarity and confidence.

Customized M &A Support Built Around Your Objectives

Strategic Deal Advisory for Lower Middle Market Sellers

Our M&A advisors help you evaluate opportunities, assess risks, and develop a plan that supports both your short-term goals and long-term growth strategy.

Business Valuations for M&A in the Lower Middle Market

We use industry-standard methods like EBITDA multiples, discounted cash flow, and comparable transactions to deliver accurate, defensible valuations that withstand scrutiny from buyers, investors, and financial institutions.

Custom Exit Planning & Market Expansion Strategy

Whether you're looking to exit or grow through acquisition, we align your M&A strategy with your personal goals, timing, and financial targets.

Market Positioning & Targeted Buyer Outreach

We develop professional, confidential marketing materials and conduct outreach campaigns to attract strategic buyers, family offices, and private equity firms with aligned acquisition criteria.

Deal Structuring, Negotiation & Transition Support

From the letter of intent (LOI) to purchase agreements and transition plans, our team advocates for your interests and helps structure a win-win deal.

Due Diligence & Quality of Earnings Support

We coordinate due diligence with your legal and accounting teams and collaborate with third-party providers for quality of earnings (QoE) reviews. Our goal: minimize surprises and maintain momentum.

Strategic M&A Advisory Services Aligned to Your Goals

If your business aligns with these traits, you may be well-positioned for a successful M&A transaction.

Why Choose Alta as Your Lower Middle Market M&A Advisor?

At Alta Business Advisors, our M&A brokers specialize in serving lower middle market businesses. We understand the complexities of deal-making and are committed to providing:

• End-to-end transaction support

• Strategic positioning to maximize value

• Seamless communication with all stakeholders

• Personalized guidance from valuation to close

Schedule a Confidential Consultation

Ready to sell your lower middle market business or explore acquisition opportunities? Contact Alta Business Advisors today and discover how our experienced M&A team can help you make the most of your transaction