Whether you're ready to grow through acquisition, looking for an experienced partner to build alongside you, or considering a sale — HBG Strategies brings the expertise to get the deal done right.
Every engagement is different. We structure our involvement to match where you are — whether you're buying, building, or ready to sell.
You want to grow through acquisition. We handle the heavy lifting — strategy to closing — so you can stay focused on your business.
For the right operators, we don't just advise — we partner. We co-invest alongside you to build something together.
When you're ready to exit, you deserve an advisor who understands the true value of what you've built — and fights for it.
I didn't learn M&A in a classroom. I learned it from my father — a JD, MBA, and CPA who owned his own business law firm for over 40 years and advised on hundreds of transactions. I watched deals get made, watched them fall apart, and learned exactly why each outcome happened.
I went on to buy and sell my own small business, and since then I've dedicated myself to helping other owners do the same. Over 600 deals reviewed. More than $60M in acquisition-driven growth for clients. Real skin in the game on every engagement.
From first conversation to closed deal, every engagement follows a disciplined, proven process built on decades of transaction experience.
We assess your business, define acquisition criteria, and build a deal strategy aligned to your growth goals and financial capacity.
We source and screen targets — both on-market and off — against your criteria. Only the right fits make it to your desk.
We run the numbers, validate quality of earnings, and negotiate deal terms that protect your interests and maximize value.
We coordinate legal, financial, and operational due diligence from LOI to close — keeping the deal on track and risk minimized.
Selling a business is one of the most significant financial events of your life. Most owners only do it once. We've been on both sides of hundreds of transactions — and we know what it takes to protect your interests, your legacy, and your people.
Your employees, customers, and competitors don't need to know you're exploring a sale. We conduct every search with complete discretion.
We understand what drives value in a small business — recurring revenue, transferable relationships, operational systems. We make sure buyers see it too.
We look for buyers equipped to operate and grow what you've built — not just the highest number. The right match protects your team and your legacy.
I've sold my own business. I know the uncertainty, the emotion, and what it takes to walk away feeling good. That experience guides every seller engagement.
Most PM owners have no idea what they'd get if they sold tomorrow. We built a free webinar that walks through how PM businesses are valued, what buyers actually pay, and what you can do right now to maximize your exit.
We specialize in businesses with under $10M in revenue — the market where most M&A advisors don't play, but where the most opportunity exists.
Every target gets a rigorous financial review before we recommend it. We've seen enough deals to know what looks good on paper but falls apart in diligence.
Our fee structure is tied to the growth we generate for you — not a flat retainer. When you win, we win. That's how advisory should work.
You work with the same advisor from first call to final signature. No handoffs, no junior associates — one trusted point of contact throughout.
We've owned and operated businesses ourselves. We evaluate deals the way an operator would — not just a banker — and that matters when the stakes are real.
Every engagement is handled with complete confidentiality. Whether you're buying or selling, the market doesn't need to know until you're ready.
Whether you're exploring a first acquisition, looking for a co-investment partner, or starting to think about an exit — the right conversation starts here. No obligation. Complete confidentiality.