BTS is a trusted M&A advisor for companies with annual revenues between $2 million and $10 million, spanning small businesses through the lower middle market. These businesses are often too large for traditional “main street” brokers, but not quite big enough for large investment banks. BTS bridges that gap, bringing M&A expertise to this underserved segment.
With a team of professionals from diverse business backgrounds, BTS offers deep insight into privately held companies across industries such as manufacturing, distribution, and more. The firm applies proven strategies to help owners achieve their goals, whether that means selling or planning for succession.
In December 2023, BTS was acquired by Touchstone Advisors, a leading M&A firm based in Connecticut. This partnership expanded BTS’s resources while preserving its personalized approach to serving lower middle market clients.
Today, BTS continues to deliver expert M&A advisory and consulting services. With a client-first mindset and a comprehensive approach, BTS helps business owners navigate complex transitions and move confidently into their next chapter.
If a sale or transition is a year or more away, that’s actually a good time to start. Through Exit Advantage℠, we help owners build value well before a transaction is on the table, strengthening the business in ways that pay off later, whether that means a stronger sale down the road or growing into a larger opportunity altogether.
Only a small share of privately held businesses successfully transition, to a buyer, a partner, or the next generation. The ones that do are almost always the ones that started preparing early.
