A boutique investment bank connecting business owners with the right partners.

Who We Are Our Services
$625M+
Enterprise Value Created
$350M+
Capital Raised
50+
Years Combined Experience
45+
Countries Represented

What We Do

Comprehensive M&A and Advisory Services

From identifying the right strategic partner to strengthening operations ahead of a transaction, Crassus delivers advisory coverage across the full value creation lifecycle.

All Services →
01
Mergers & Acquisitions
Sell-side and buy-side representation including CIM preparation, targeted buyer outreach, and white-glove transaction management through closing.
→ 02
Advisory Services
Financial consulting, exit preparedness, ERP integrations, operations management, risk & compliance, and business development.
→ 03
Restructuring & Special Situations
Strategic alternatives, liability management, and value-preservation advisory for companies navigating complex or distressed situations.
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Sectors

Industry Coverage

Our founders bring expertise across 50+ industries and 45+ countries — the precision of a specialist with the perspective of a generalist.

View All Sectors →
01
Industrial & Manufacturing
02
Consumer & Retail
03
Technology & Tech-Enabled Services
04
Residential & Business Services
05
Healthcare & Life Sciences
06
Distribution & Logistics

Our Process

We Don't Know Where You're Going Until We Know Where You've Been.

Every engagement begins with a thorough review of your history, financials, culture, and long-term vision. Untethered from financial institutions and outside interests, our success is always directly aligned with yours.

01
Discovery & CIM Preparation
Leadership interviews, financial review, and full preparation of your Confidential Information Memorandum and secure Data Room.
02
Partner Identification & Outreach
We identify private equity and strategic buyers aligned with your culture and objectives, then present tailored materials to each qualified partner.
03
White-Glove Execution
From introduction through closing, we manage negotiations, due diligence, and every detail — minimizing disruption while maximizing value.
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Who We Serve

Our Deal Criteria

We focus on lower middle market and middle market businesses with strong fundamentals across six core sectors — and we take on only the clients we can serve with the full attention they deserve.

$10M–$200M
Annual Revenue
$3M–$25M
EBITDA
15%+
EBITDA Margin
6
Core Sectors

The Crassus Standard

"If we don't know where you've come from,
we can't know where you're going."

New York  ·  Chicago  ·  Miami

Transactions

Selected Experience

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Sell-Side Advisory
Project Haven
Sell-side representation of a consumer services business. Identified and closed a partnership with a leading private equity firm.
Consumer & Retail  ·  $65M
Sell-Side Advisory
Project Haven
Managed full sell-side process including CIM preparation, partner outreach, and transaction execution through closing.
Industrial & Manufacturing  ·  $78M
Buy-Side Advisory
Project Haven
Buy-side representation sourcing and closing a strategic acquisition to expand platform capabilities and geographic reach.
Business Services  ·  $14M

For Private Equity & Strategic Buyers

Receive Our Deal Flow

Join our distribution list to receive curated deal sheets from Crassus Partners. We represent quality lower middle market and middle market businesses across six core sectors. All inquiries handled in strict confidence.

We send deal sheets only when we have qualified opportunities. Your information is never shared with third parties.