Who We Work With

Different transactions.
Different priorities.

We evaluate each opportunity around the fundamentals that matter to the transaction — whether we're structuring capital or advising on an acquisition or exit.

Our Market

Built for
the lower middle market

We typically advise established companies, investors, and sponsors on transactions ranging from $5M to $100M+, with a focus on situations where structure, execution, and access to the right counterparties matter.

i.

Businesses

Established operating companies.

ii.

M&A

Lower-middle-market acquisitions and exits.

iii.

Capital Advisory

$5M–$100M+ capital requirements.

NorthBridge focuses on meaningful capital and M&A transactions involving established companies, owners, sponsors, and acquirers. $5M–$100M+ refers to NorthBridge’s target transaction range, not a universal definition of lower-middle-market company revenue.

Who We Work With

Five relationships
one standard

01

Private Equity & Independent Sponsors

Financial buyers pursuing platform acquisitions, add-ons, recapitalizations, and other lower-middle-market transactions.

Explore Buy-Side Advisory →

02

Family Offices

Investors pursuing direct acquisitions and other private-market transactions.

Explore M&A →

03

Strategic Buyers

Corporations and established operators pursuing acquisitions aligned with strategic objectives.

Explore Buy-Side Advisory →

04

Established Companies

Lower-middle-market companies pursuing acquisitions, refinancings, recapitalizations, growth initiatives, and other strategic transactions.

Explore Capital Advisory →

05

Business Owners

Owners evaluating an acquisition, recapitalization, capital transaction, strategic alternative, or exit.

Explore M&A →

Private Equity & Investors

Acquisition support
for professional buyers

Acquisition origination and transaction support for private equity firms, family offices, independent sponsors, and strategic buyers pursuing privately held businesses.

i.

Target Origination

Proprietary target identification and direct owner outreach, built around defined investment criteria.

ii.

Deal Support

Screening, negotiation, and diligence coordination from first call through closing.

iii.

Acquisition Financing

Debt arranged through NorthBridge’s Capital Advisory practice when a transaction needs it.

See Buy-Side Advisory →

Capital Sources

The right capital
for the transaction.

NorthBridge engages institutional debt capital sources based on the structure, size, economics, leverage profile, asset coverage, and objectives of the transaction. Our network spans private credit, direct lenders, institutional credit, asset-based lenders, specialty finance, family offices, and private investors.

i.

Private Credit

Institutional private credit funds providing structured debt outside conventional lending parameters.

ii.

Institutional Credit

Structured credit providers built for transactions outside conventional financing parameters.

iii.

Asset-Based Lenders

Financing structured around receivables, inventory, equipment, and other collateral bases.

iv.

Specialty Finance

Lenders built for transactions conventional financing sources pass on.

v.

Family Offices & Private Investors

Direct capital relationships for transactions that require flexibility outside traditional institutional parameters.

What Matters

What matters
to each transaction

NorthBridge evaluates every engagement — capital or M&A — around the same institutional framework.

i.

Transaction Objective

What the company or investor is trying to accomplish, and why now.

ii.

Financial Profile

Revenue, earnings, cash flow, and the durability behind the numbers.

iii.

Capital Structure

Existing obligations, leverage, and how new capital or a transaction fits alongside them.

iv.

Transaction Size

The scale of the capital requirement or transaction value.

v.

Execution

Timing, diligence, and the certainty required to bring it to closing.

Let's discuss
the transaction.

Whether you're seeking capital, evaluating an acquisition, or considering an exit, start with the opportunity. We'll determine where NorthBridge can add value.

Discuss a Transaction Confidential  ·  Transaction-Level Review