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M&A Advisors for Founder and
Family-Owned
Businesses

As a founder or family-owned business, you’ve poured your heart and soul into building your company. When it’s time to sell or transition ownership, you need a trusted advisor who understands the unique challenges you face. Our M&A team has a proven track record of working with founders and families to achieve their goals. We provide customized solutions that protect your legacy, your employees, maximize value, and ensure a smooth transition for your business and your family. Let us help you navigate this complex process with confidence.

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Custom Solutions
for Your Business

Mergers & Acquisitions

Whether you are looking to sell your business or acquire a competitor, we act as your advocate and advisor. Shadow Lake manages the entire transaction guiding you through the unfamiliar process. Our goal is to maximize the value of your business while also providing a great outcome for your employees.

Growth Capital

Shadow Lake leverages its extensive industry relationships across the capital markets ecosystem encompassing hundreds of investors willing to invest $10-$100+ million per transaction. We focus not only on obtaining the ideal amount of capital but also identifying a great cultural fit with you and your team.

Management Buyout

If you are an owner, a management buyout can provide the opportunity for your dedicated team to own the business they have been helping you operate. We work with owners and management teams to identify the optimal financial structure and partnership to maximize the value of the business while also creating significant upside for the management team.

Companies We’ve Worked With

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Hear From a Client

“If you’ve never been through an M&A process like this before, it’s truly impossible to understand what it takes to close a transaction, let alone the ideal transaction, which is what I achieved working with Andrew and Michael and their team.”

– Curt Terrace, Founder and CEO of Aerial Bouquets