Jesse connects companies experiencing liquidity or ownership transitions with the RIAs, family offices, and M&A advisors who step in when that happens.
The liquidity events most advisors hear about after it's too late to help structure them.
- →Middle market M&A valuations hit 9.8x EV/EBITDA in 2025, up from 9.4x in 2024, real leverage for owners negotiating an exit right now.
- →Exit volume grew for a third straight quarter in Q1 2026, up 9.3% year over year, a genuine reopening after a slow stretch.
- →The majority recap, where an owner sells 60 to 80% and rolls the rest as equity, is now the most common partial-exit structure for owners above $3M EBITDA.
- →Private equity deal volume dropped 34% in H1 2026, but average deal size rose nearly 4x, capital concentrating into fewer, bigger, higher-conviction transactions.
Sources: Capstone Partners 2026 M&A Outlook, Viking Mergers & Acquisitions, S&P Global Market Intelligence.
No deal to point at yet — so here’s exactly what I put in motion.
- Pre-close liquidity event → wealth advisor / RIA When an owner is mid-transaction and hasn't closed yet, I connect them with an RIA or wealth advisor who can help structure the post-sale plan before the money moves, not after.
- Ownership transition → M&A / exit advisor When a company is heading toward a sale or ownership change, I connect the owner with M&A and exit advisors who specialize in that stage of the deal, so the right advisor is in the room while decisions are still being made.
Building in the open. I’m working alongside myoProcess — a vetted B2B partner trusted across $1B+ in transactions — while I route my first introductions in this lane. My first closed match replaces this paragraph.
What I see in this market that outsiders miss.