Results-driven M&A Consulting - Inflexion Financial

Mergers & Acquisitions Advisory

Bridging Success:

We bring institutional-grade investment banking expertise to smaller, founder-led companies in the lower middle market.

Premier Investment Banking Services

What We Do

Inflexion Financial specializes in providing top-tier M&A advisory services to founder-owned companies that have outgrown the broker listing model but are not yet large enough for middle market investment bank consideration. Our sell-side process is effectively a middle market process but reengineered to fit the lower middle market.

How We Do It

By taking a true investment banking sell-side approach, typically reserved for larger firms, we ensure that lower middle market companies receive the attention and strategic guidance they deserve. We model and analyze financial performance, determine strategic positioning, build targeted buyer lists, fully manage deal negotiation, and oversee all due diligence to streamline the sale process.

Who We Serve

We serve founder-owners seeking sophisticated M&A advisory services tailored specifically to their needs. Our clients understand that their company, which is likely their largest asset, is unique and needs to be marketed with expertise and sold with precision. Our approach is crafted for founders who seek a comprehensive, results oriented sell-side strategy aimed at maximizing exit value.