We're deal junkies & operational experts.
With hundreds of millions in closed transactions over the last two decades, our team is ready to work with you to take your business to the next horizon.
Our Values
With hundreds of millions in closed transactions over the last two decades, our team is ready to work with you to take your business to the next horizon.
Unparalleled Integrity
We strive for unmatched integrity in all that we do.
Full Transparency
We adhere to the mantra of full transparency for both target sellers and deal investors.
Relentless Rigor
We push hard. Results follow.
Our Team
With hundreds of millions in closed transactions over the last two decades, our team is ready to work with you to take your business to the next horizon.
Nate Nead
Nate Nead is both a business operator and successful independent investment banker. He leads the acquistion team in the selection of target acquisitions for the firm’s portfolio. Nate is based in Arkansas.
David Lopez
With expertise in medical, healthcare and business services transactions and operations, David makes a critical component to the team, having closed over $140M in M&A deals. David is a licensed banker and proud father who resides in Sacramento, CA.
Matt Bickel
Matt holds experience in both private and public equity markets and has experience in both transactional and operational roles. He too resides in California.