What We Do

Mergers & Acquisitions

White-glove brokerage services for founders and owners navigating one of the most consequential decisions of their business lives.

Overview

We Represent Your Interests at Every Step.

Crassus Partners provides sell-side and buy-side M&A advisory services to lower middle market and middle market companies. Untethered from financial institutions and outside interests, our success is always directly aligned with yours.

We become intimately familiar with your business — its history, culture, financial performance, and long-term aspirations — before approaching a single potential partner.

Our Criteria

$10M–$200M

Annual Revenue

$3M–$25M

EBITDA

15%+

EBITDA Margin

Core Sectors

Our Process

A Disciplined, Bespoke Process — Every Time.

While every engagement requires a bespoke solution, our process starts the same: an in-depth review of our client's history, culture, growth strategies, and financial wellbeing.

Phase 01

Discovery & Preparation

In-depth leadership interviews, financial review, and preparation of your Confidential Information Memorandum. We also establish a secure Data Room with enterprise-grade access controls.

Phase 02

Partner Identification & Outreach

Each member of our team combs through their network to identify private equity firms and strategic buyers aligned with your core values and culture. We present tailored materials to each qualified partner.

Phase 03

Execution & Close

Once we identify the ideal partner, we provide white-glove support through closing — negotiating terms, managing quality of earnings and due diligence processes, and ensuring minimal delay to final close.

Why Crassus

Independent. Aligned. Discreet.

We are untethered from financial institutions, vendors, or other outside interests — so our criteria for success is always directly aligned with our clients'.

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Long-Standing Relationships

Deep relationships with top-tier private equity firms and strategic buyers throughout the United States enable us to connect clients with qualified, committed partners.

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White-Glove Service

We provide around-the-clock support from introduction through conclusion, managing every detail with the same care and attention the founders bring to their business every day.

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Bespoke Solutions

Every engagement is different. We tailor our approach to your specific situation, timeline, and objectives — never forcing a process that doesn't serve your interests.

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Experience

Selected Transactions

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Sell-Side Advisory

Project Haven

Consumer services business — identified and closed partnership with leading private equity firm.

Consumer & Retail · $65M

Sell-Side Advisory

Project Haven

Full sell-side process including CIM preparation, partner outreach, and transaction execution.

Industrial & Manufacturing · $78M

Buy-Side Advisory

Project Haven

Buy-side representation sourcing and closing a strategic acquisition to expand platform capabilities.

Business Services · $14M

Ready to Explore a Transaction?

Whether you're considering a sale, seeking a strategic partner, or simply exploring your options, we'd welcome the conversation.