As a private wealth advisor I come across many people who have small business who are looking for bankers to help sell. Usually valued from $2-$10M, doing 2-5M in revenue.
Where can I find some banks that do this? Would be good for me to form relationships with them. Could be beneficial for both parties.
| +261 | Why UBS Is the Worst Place to Start Your IB Career | 40 | 1d |
| +218 | UBS 2nd Year Analyst Q&A (2026) | 41 | 9h |
| +96 | What's your craziest "hardo" story? | 16 | 18h |
| +62 | Indiana University Fraternity Pipelines | 36 | 2d |
| +52 | Rogo AI | 22 | 12h |
| +49 | Elite Boutique interview questions | 17 | 1d |
| +49 | Wolf of Wall Street vs. Reality: Anyone else feel scammed by the movies? | 18 | 11h |
| +48 | Suspended for a Year | 21 | 3h |
| +30 | Rate my non-target resume | 15 | 12h |
| +25 | UBS IB 26Q2 a Disaster! Advisory Revenue Down 23%, Capital MarketsDown 5% | 6 | 14m |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Run a screener on PB/CIQ for transactions of that size and check who the advisors are
I've bought and run a bunch of companies in that range. It's VERY dependent on the industry.
Software?
Excalibur
That's business broker range. You can't staff a team on deals that small because the economics don't make sense.
Aliquid dolores tenetur ab qui reiciendis eligendi eligendi. Aperiam consequuntur esse dolorum vel. Odio facilis sit ipsum dolore ex. Saepe id ratione ut debitis. Eligendi saepe quod ut laboriosam facilis rerum. Sunt inventore quis aut dolore. Quae atque officia occaecati ea consequatur error.
Rerum officia enim magnam aspernatur modi corporis debitis. Accusamus dolorem consequatur velit vel.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...