The CreoValo Model

Guided Success,
Expert Networks

CreoValo develops and implements strategies focused on high-net-worth business owners — placing the financial advisor in the quarterback position and connecting you with the right M&A and capital markets experts.

What We Do

The Advisor's
Competitive Advantage

We equip financial advisors with a solution to deliver business exits and capital raising to founders, CEOs, entrepreneurs, and business owners — without charging the advisor or the business owner for our services.

Place Advisors in the Quarterback RolePut the financial advisor at the center of every business owner engagement and exit conversation.

Educate Business Owner ClientsHelp advisors' clients understand their options, exit strategy, and what a transaction process looks like.

Introduce Qualified M&A ExpertsMatch business owners with ideally qualified investment bankers from our vetted network of 6,000+ professionals.

Generate AUM for Partner FirmsWhen a business transaction closes, the proceeds flow back — positioning the advisor to manage post-transaction wealth.

Industry Coverage Across All SectorsOur banker network spans virtually every industry and geography, coast to coast and in 75+ countries.

How We Work

Take the First Step

Embracing the individuality of each business and situation, our process starts with a personalized conversation — delving into the unique options available to you and your clients.

How We Get Paid

No Cost to Advisors or Business Owners

We do not charge financial advisors or business owners for our services. Our compensation is contingent upon the successful closure of a deal, and our fee is collected from the investment bank we introduced to facilitate the transaction.

Target Market

Lower Middle Market Focus

We focus on the Lower Middle Market — businesses with enterprise values between $10 million and $250 million, indicated by EBITDA of $2 million or more. This is where our banker network has the deepest expertise and where we consistently deliver the most value.

The Opportunity

A Massive Wealth Transfer Is Underway

4.5 million firms representing more than $10 trillion in business value will transition over the next decade. 57% of business owners plan to exit within five years. 81% wish they had spent more time preparing. Your clients need a plan — and a partner.

The CreoValo Referral Network

Coverage Across
Every Industry

Our network of 60+ investment banks operates coast to coast and reaches over 75 countries — with more than 6,000 individual bankers, each tracked and vetted for specific industry expertise.

Our Experience

Over the last year, we have worked with
150+ businesses with $4+ Billion in Business Value.

See below a sample of our M&A and capital raising transactions.

Sample M&A Transactions

Closed

$14M+Sale of Court Reporting Business
$17M+Sale of Oil & Lubricants Distributor
$35M+Sale of Utility Services Business
$75M+Sale of Franchisor of Janitorial Services
$110M+Sale of Logistics Services Business
$400M+Sale of Aerospace Business

Engaged

$25M+Sale of Food Distributor
$50M+Sale of Construction Business
$60M+Sale of Industrial Parts Distributor
$100M+Sale of Consumer Business

Sample Capital Raising Transactions

Closed

$5M+Debt capital raise for Aerospace Business
$10M+Senior debt raise for Manufacturer of Trailers
$12M+Senior debt raise for Disaster Services Business
$25M+Equity capital raise for Business Services Company
$26M+Equity capital raise for Medical Equipment Supplier
$100M+Debt capital raise for Environmental Services Business

Engaged

$15M+Equity capital raise for Digital Media Company
$25M+Debt raise for Business Services Company
$60M+Capital raise for Tube Manufacturing Company
$80M+Equity capital raise for Education Services Franchise

Transactions thatCreate Value

Guided Success,Expert Networks

The Advisor'sCompetitive Advantage

Coverage AcrossEvery Industry

Over the last year, we have worked with150+ businesses with $4+ Billion in Business Value.

Transactions that
Create Value

Guided Success,
Expert Networks

The Advisor's
Competitive Advantage

Coverage Across
Every Industry

Over the last year, we have worked with
150+ businesses with $4+ Billion in Business Value.