Strategic Financial Leadership

    Unlock Your Business's Full Potential

    Strategic financial leadership, essential funding, and expert personnel for lower middle market companies. We deliver the experience and discipline to help you grow, transition, and maximize value.

    Are You Facing These Lower Middle Market Challenges?

    The specific hurdles growing LMM companies face — and how we address them directly.

    Outgrowing Financial Systems

    Your current tech stack and reporting can't keep up with your growth, leaving you blind to key metrics.

    Planning an Exit Without Clarity

    You're considering a sale or transition but don't know your true value or how to maximize it.

    Margin Compression

    Revenues are up, but profitability is shrinking due to operational inefficiencies and rising costs.

    $500M+
    Transactions Advised
    25+
    Years of Experience
    50+
    LMM Clients Served
    12
    Years in Business

    Our Core Capabilities

    Fractional CFO Leadership

    Executive-level financial strategy without the full-time cost.

    Capital Sourcing & Financial Advisory

    Identify and secure the capital needed for growth and operations.

    Financial Recruiting

    Expert placement for your critical finance and accounting roles.

    Exit Planning

    Value acceleration strategies to maximize your business's worth.

    M&A Transaction Support

    Comprehensive buy-side and sell-side advisory for LMM companies, encompassing due diligence, value range assessment, and deal execution.

    Profitability & Performance Improvement

    Deep-dive analysis into cost reduction, pricing strategies, and operational efficiency to boost margins.

    Post-Merger Integration (PMI)

    Seamlessly combining financial systems, reporting, and teams immediately following a successful M&A deal.

    Turnaround & Restructuring

    Stabilizing distressed companies, managing cash flow runways, and restructuring debt.

    Independent Sponsor

    Sourcing, structuring, and executing acquisitions of LMM companies ($2M–$10M EBITDA) by combining hands-on operating experience with disciplined deal execution.

    Meet Our Partners

    Seasoned financial leaders with 20–30+ years of experience across public, private, and family-owned companies.

    Aaron Thomas

    Aaron Thomas

    Managing Partner

    Tucson, AZ

    Aaron Thomas is a Managing Partner with over 25 years of operational and financial executive leadership experience across E&P and oilfield service companies, including private equity portfolio interests. He has held international controller roles at Schlumberger and Fugro, served as CEO of Odyssea Marine, and led a multi-state manufacturing company where he doubled revenue and quadrupled EBITDA. Aaron holds an MBA from Tulane University, is a licensed CPA, a Certified Management Accountant, and a Certified Merger & Acquisition Advisor.
    Ed Long

    Ed Long

    Managing Partner

    Houston, TX

    Ed Long is a Managing Partner with over thirty years of experience in accounting, finance, auditing, operations, and consulting across public, private, and family-owned companies. He has held senior roles ranging from Corporate Controller to VP of Enterprise Performance Improvement, driving a 400% revenue growth at a logistics company and leading finance functions for billion-dollar organizations. Ed is a Certified Public Accountant, Chartered Global Management Accountant, and Certified Six Sigma Green Belt based in Houston.

    Get Your Free LMM Value Range Assessment

    Planning an exit or raising capital? Get a confidential estimate of your enterprise value range and identify what drives it — before you go to market.

    Your information is kept confidential. No commitment required.