Daniel Sweet is a 27-year technology industry veteran who decided life was more interesting buying and improving s businesses. Now the Managing Partner of Sweetview Partners, he leads a team in the buying and growing of smal…
Dan is a former private equity investor and executive who has been involved in dozens of acquisitions of small/mid-sized companies. He has the unique experience of having seen M&A from a different vantage point - as an inves…
Roland Frasier is an investor and business strategist with over 1,000 acquisitions and exits completed for himself and his clients. His current portfolio includes real estate, restaurants, business and home services, events,…
Yury is a seasoned marketer with over 15 years of experience driving growth for businesses. He brings a deep understanding of growth marketing, deal sourcing, evaluation and due diligence to the Onfolio team. Yury is a sou…
Healthcare executive with 30+ year of management experience. Healthcare Leader and Entrepreneur | ex-IQVIA | ex-Deloitte | ex-United Healthcare | ex-Aetna.
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Contact Scott o…
She is a 30-year + banking industry veteran with expertise in both SBA and Conventional lending products focused on the unique needs of lower middle market businesses. In this capacity, she focuses on Searchfund acquirers of…
Lowell is the CEO & Founder of Traction Advising which specializes in helping B2B SaaS companies with greater than $5M ARR get acquired. Lowell’s been a Co-founder/CEO/Chairman, COO of a $120M public company, Startup CRO and…
MBH Corporation PLC is an agglomeration of small, profitable companies from around the world.
Callum Laing, a dual UK/NZ citizen, has more than two decades of experience in starting, building, buying, and selling business…
For more than 25 years, he has held leadership roles in startups, M&A firms and even government.
Prior to ITX, Tim was CEO of Phylogy, a Silicon Valley tech startup offering groundbreaking broadband technology to teleph…
Bruce Marks brings his unique training and experience to help “Searchers” get their transaction to the closing table. He can be the best “value-added resource” to those seeking acquisition financing. “ Bruce helps buyers f…
His company has purchased six businesses over the last five years, and is in the process of creating a coast-to-coast network of metal casters. The businesses think of themselves as “a startup, inside 60 year
old companies…
From Main Street to E-commerce, Adam Lyons has saved and scaled over 1800+ small businesses since launching The Smart Blueprint in 2020. How? Well, his magic ingredient isn’t actually magic at all, The Smart Blueprint is a 5…
Cliff is the author of two books: The Smarter Exit: A growth and exit plan for your business and The Cash Flow Code: 6 keys to unlocking ultimate cash flow
He is the CEO of Business By Design, the UK’s leading exit plann…
Wayne is a husband, father of 4, founder, CEO, entrepreneur and author. He's a generous soul, a risk taker and an out-of-the-box, against-the-grain thinker & leader. Over the past 20 years, Wayne Mullins has scaled multiple …
Mineola Search Partners is a firm that invests in Search Funds, the entrepreneurs who run them, and the companies that they acquire.
Prior to Mineola, Steve was the CEO of Microdea, a document management and workflow auto…
Barry is the Managing Partner of The Kelsey Group, a business coaching and advisory firm in St. Louis, Missouri. He is a certified business coach with The Alternative Board (TAB), an international Peer Advisory and Executive…
He has a joint MBA from London Business School and Columbia Business School.
Trevor is the CEO of Southport Technology Group: A software development company that specializes in mid-market automation and integration strate…
Denise Logan knows that to business owners, selling a business is more than a transaction. To them, it is an emotionally fraught period of transition, filled with unexpected highs and lows, with no clear vision of what waits…
She holds the M&AMI (Mergers & Acquisitions Master Intermediary) title, as well as Certified Mergers and Acquisitions Professional (CM&AP) and Certified Senior Business Analyst (CSBA). Michelle also owns many other businesse…
David works with owners of lower-middle-market software and services companies. His typical client will be the owner of a company having revenue between $3m-$20m and 20-50 employees. His sell-side services cover the entire …
Freddy is a travel hacker. Scaled a 7 figure business and exited in 2019. Also, he started and bought 2 other businesses.
He's been an entrepreneur since the day he was born. His passions include anything that a small bu…
For over 10 years, he has been a noteworthy leader in the business and startup community. He currently serves as the CEO of BuyAndSellABusiness.com, which he scaled to over $2B in transaction volume. Nunzio has been recogniz…
Over the last 25 years, Mike has bought, built, and sold multiple businesses. Building his first business was a rewarding challenge, but what really captivated him was selling his first business.
But that sale almost didn…
Jenny Sutter is a Market President for FranNet, franchise consulting. Jenny works with people who are considering business ownership identify franchise ownership opportunities that meet their criteria. You can think of her …