Our referral network provides a national footprint with over 7,200 members and growing. The network consists of regional and boutique investment banks, commercial banks, financial and corporate advisors and private equity sponsors that provide actionable deal flow.

  • 7000
  • 6000
  • 5000
  • 2014
  • 2015
  • 2016
  • 2017

Growth of our referral network over a four year period.





Individuals in our network specialize in lower middle-market transactions and have a deep understanding of our situation-specific approach. We have regular communication with members of our referral network to keep them apprised and informed of our investment activities. Spending the time and resources to build these relationships enhances the probability that we will successfully complete a transaction together.


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