ETA Professionals
Advisory Services
Institutional-grade expertise for lower middle market transactions, operations, and technology transformation.
How We Can Help
Our team brings $11B+ in transaction experience and deep operational expertise to support your acquisition and growth journey.
Transaction Advisory
End-to-end support for lower middle market acquisitions, from deal sourcing to closing.
- Target identification and screening
- Financial and operational due diligence
- Valuation and deal structuring
- Financing and capital stack optimization
- Negotiation and closing support
Operational Excellence
Proven frameworks for improving efficiency, margins, and growth in portfolio companies.
- 100-day plan development
- Financial planning and analysis
- Sales process optimization
- Supply chain and cost reduction
- Management team development
Growth Strategy
Strategic planning and execution support to accelerate growth and expand market position.
- Market analysis and expansion planning
- Product and service development
- Add-on acquisition strategy
- Partnership and channel development
- Exit planning and preparation
Technology Transformation
Our proprietary playbook for modernizing traditional businesses with AI and automation.
- Technology assessment and roadmap
- AI and automation implementation
- CRM and sales technology
- Data analytics and business intelligence
- Cybersecurity and infrastructure
Need Expert Support?
Schedule a consultation to discuss how our advisory services can support your transaction or operational improvement goals.