We understand the unique challenges of the lower middle-market.

Lower Middle-Market Specialist

Designed specifically for the lower middle-market, our firm offers business owners both strategic advice to develop smart transition plans and the transaction experience to execute.

CMBIgroup's advisory and M&A capabilities can help owners address the following:

  • ​What can the value of my business be if I invest in 2-3 key initiatives?
  • Do I have the interest and energy for improving the business?
  • How do I find the capital to grow my business?


  • ​How do I find the value of my business?
  • How do I exit my business—what type of transactions are available to me?
  • How do I sell my business?
  • When is the right time to sell?