Building an AI-Native Sell-Side Advisory – Looking to Connect with M&A Lawyers, SBA Lenders, and Investors

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February 27, 2026

by a searcher from University of Virginia-McIntire - McIntire School of Commerce in Washington D.C., DC, USA

Hi all, I’m in the process of launching a sell-side M&A advisory focused on lower middle market founder-owned businesses ($2–15M EBITDA). My goal is to bring institutional-quality execution and structured auction processes to founder-led businesses that typically receive broker-level service. I’m building a process-first model that emphasizes: - Clean financial positioning before going to market - Targeted buyer mapping (strategic, PE, independent sponsors) - Competitive but controlled auction processes - Structured LOI comparison and negotiation - Diligence coordination and friction reduction - Clear communication with legal and lending counterparts I’m looking to connect with: - M&A attorneys active in the $5–50M EV range - SBA lenders who regularly finance sponsor and independent buyer acquisitions - QoE providers - Independent sponsors actively evaluating deals If you’re operating in this segment, I’d value a quick call to compare notes on what makes transactions smoother and where founder-led processes tend to break down. Appreciate the community here. I am excited to build something execution-focused and long-term. – Daniel
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from Massachusetts Institute of Technology in Portland, OR, USA
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