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We Are M&A Investment Bankers with Private Equity Experience Focused Upon Advising Sellers and Buyers of Middle Market Companies



Whether you are a seller or a buyer of middle market companies, we advise, guide, and sometimes invest and actively manage the transformation of the business you are selling or buying.  With over 45 years of advising both sellers and buyers of privately held companies, we believe honesty and candor creates trust which sustains our credibility and reputation. Our mission and vision is to advise and build greater value in our client's middle market company.


Before We Engage, Here's Some of Our First Questions We Ask Sellers

  • What goals do you want to achieve by selling?

  • What other Non-sale options have you considered?

  • Who do you consider is a strategic buyer?

  • Would you ever consider a financial buyer?  If not, why not?

  • How do you define "your legacy"?

  • How much do you think your company is worth?  Why?

  • How do you (and your staff) want to get paid?

  • Are you willing to roll-over some equity?  If so, how much?

  • Who needs an employment contract from the buyer?

  • How long do you plan to remain for a smooth transition?

  • When is your expected target date for closing a sale?

  • What are your plans after you sell the company?


We know long-term sustainable value in the middle market is only created by passionate, hands on, full time operating expertise and leadership. We believe strongly in the "manager-owner" model, where "winning teams" create wealth for all stakeholders---whether strategic or financial buyers. 





Senior Managing Partner
BoldPointe Partners, LLC 


Managing Director
Chatsworth Securities LLC


Securities are offered through Chatsworth Securities LLC, member FINRA and SIPC



The CEO's Role in Creating "Winning Teams"

Preparing For a Successful Business Exit

 Learn More Here

 Learn More Here

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