Mergers & acquisitions advisory in Charlotte, NC
We advise owners of founder-led businesses in the Carolinas on selling, valuing and capitalising their companies — and we buy companies ourselves, which is a different qualification than it sounds.
Four things happen on this floor. Pick the one you are actually in.
Sell your business
You have decided, or an unsolicited offer has forced the question. The full nine-month process, what we charge, and what we have closed.
Read the process → 02Business valuation
Comparable companies, comparable transactions, and a range you can defend. Two weeks, free, no obligation to open a process.
Request a valuation → 03Exit planning
Two to five years out. Customer concentration, owner dependence, financials that survive a quality-of-earnings review.
See the checklist → 04Raise growth equity
$5–50 million. Deck, structure, and the handful of partners who actually fit your sector — not a mass email to every fund in the Southeast.
How we raise →We already know who owns what in North Carolina
Most sell-side processes begin with a buyer list pulled from a subscription database every other advisor also pays for. Ours begins with our own: 10,000 private North Carolina companies mapped across 19 industries and 716 sub-industries, built over twenty years of buying and operating here.
That is the difference between a list of strategics and a phone call to someone we have met. It is also why our buyer conversations start at the second question rather than the first.
Charlotte MSA — the market we cover
- Mid-size employers (20–100 people)
- ~4,500
- People employed by them
- ~160,000
- Typical enterprise value
- $5–100M
- Industries / sub-industries mapped
- 19 / 716
- Businesses in our database
- 10,000+
Business broker, investment bank, or us
If you are searching for a business broker in Charlotte, it is worth knowing what the three options actually do differently. We will tell you plainly when one of the others is the better fit.
| Factor | Business broker | Middle-market bank | Hillandale |
|---|---|---|---|
| Deal size | Under $5M | $100M+ | $5–100M enterprise value |
| Buyer sourcing | Listing sites, inbound | National strategics, sponsors | Our own 10,000-company NC database, plus sponsors |
| Who runs your deal | Whoever signed you | An analyst, mostly | Matt, on every call |
| Have they owned a business? | Rarely | Almost never | Dozens bought, three run, four sold |
| Fee shape | Flat commission | Large retainer + success fee | Modest work fee, credited against the success fee |
Our own money, in our own back yard
Companies we own or have owned. This is the part a franchise broker cannot assemble.
Aiwyn AI
Valued at $440M in KKR’s and Bessemer’s round.
Horizon Roofing
Roofing and restoration across NC and SC. Owned and operated.
Touchstone Electric
Among the fastest-growing electrical contractors in the Southeast.
Datavations
SaaS Information platform for the $2.26T building-materials market.
Polysonics
Acoustics and technology design for commercial buildings.
Sidekick Therapy
School-based speech therapy in TN, NC and VA.
1,000+ owners you can ask about us first
Coffee socials in Charlotte, Raleigh and Winston. CEO lunches. Free. The best diligence you can do on an advisor is talk to owners who have used one.
Not sure which of the four you are in?
Sell / Value / Plan or Raise?
Neither are most owners on the first call. Send the outline and we will tell you — including if the answer is “do nothing for two years”.