Strategic M&A Advisory for Lower
Middle Market Companies

Human-Centered M&A Advisory for Companies
Up to $250M Revenue

Your business journey involves complex decisions — from growth opportunities and capital restructuring to planning your legacy transition. You deserve more than a transactional approach.

REAG is a boutique investment banking firm specializing in lower-middle market M&A advisory, serving companies with up to $250M in revenue and $25M in EBITDA across the United States.

Our mission is to deliver winning outcomes for business owners by combining deep financial acumen, sector insight and a human-centered approach.

We provide institutional-grade execution to lower-middle market transactions while bringing clarity and confidence to business owners as they transition their legacies. We understand that every founder’s journey is unique and deeply personal.

Strategic M&A Advisory for Lower
Middle Market Companies

Human-Centered M&A Advisory for Companies
Up to $250M Revenue

Your business journey involves complex decisions — from growth opportunities and capital restructuring to planning your legacy transition. You deserve more than a transactional approach.

REAG is a boutique investment banking firm specializing in lower-middle market M&A advisory, serving companies with up to $250M in revenue and $25M in EBITDA across the United States.

Our mission is to deliver winning outcomes for business owners by combining deep financial acumen, sector insight and a human-centered approach.

We provide institutional-grade execution to lower-middle market transactions while bringing clarity and confidence to business owners as they transition their legacies. We understand that every founder’s journey is unique and deeply personal.

Experience the REAG Advantage

Experience the REAG Advantage

Discover how our team of M&A Brokers can help you transition your legacy with the clarity and confidence you deserve.

Human-Centered Approach – We understand that selling your business means more than a financial transaction. You’re navigating a profound life transition — stepping away from the identity you’ve built over years or decades, grieving the loss of daily purpose, and reimagining who you are beyond “business owner.” We recognize the complexity of this shift and help you navigate not just the sale,
but the meaningful transition to your next chapter.

Legacy Transition Focus – Accomplishment of your personal goals for the company and your employees post-transaction matter as much as the financial metrics of the deal.

Institutional-Grade Execution – We’re not a volume shop. We invest the time to deeply understand your business and market, then strategically identify and engage the right buyers — not just any buyer, but the one who will steward your company, care for your employees, and build on your legacy. This targeted approach creates genuine competition for your asset and delivers premium outcomes.

Deep Financial Acumen & Sector Insight – We’ve invested in professionals with credentials and experience that rival the country’s largest investment banks — because lower middle market business owners deserve institutional-quality advisors working on their most important transaction. That expertise shows up in every conversation, every negotiation, and every outcome.

Ready to Transition Your Legacy?

Get a confidential assessment of your specific situation
and discover how REAG delivers outcomes that go
beyond purchase price – aligning value, terms, and
legacy goals.

Comprehensive M&A Advisory Services

Our core services include:



We bring data-backed market intelligence and human insight to every engagement. Whether pursuing growth through acquisition, navigating capital restructuring, or preparing for a legacy transition — REAG provides the clarity and confidence to move forward.

What Business Owners Say About Working with REAG

What Business Owners Say About Working with REAG

Manufacturing – Strategic Legacy Transition
“[REAG] absolutely, without debate, worked in our best interest, solved problems (most of the time before they came about) and did whatever was needed to get us the best possible deal both short and long term.” — Fuzion Technologies, Inc.

Manufacturing – Strategic Legacy Transition

Fuzion Technologies, Inc.

Manufacturing – Strategic Legacy Transition

“[REAG] absolutely, without debate, worked in our best interest, solved problems (most of the time before they came about) and did whatever was needed to get us the best possible deal both short and long term.” — Fuzion Technologies, Inc.

Manufacturing – Successful Legacy Transition
“Every part of the 8-month process to transition my business was purposely motivated, diligent, detail oriented, and considerate of all of my business skills and requirements.” — Kadee Industries

Manufacturing - Successful Legacy Transition

Kadee Industries

Manufacturing - Successful Legacy Transition

“Every part of the 8-month process to transition my business was purposely motivated, diligent, detail oriented, and considerate of all of my business skills and requirements.” — Kadee Industries

Glass Manufacturing & Fabrication – Successful Legacy Transition

“Selling a family business is about much more than a transaction — it’s about finding someone who will treat your life’s work with the same care and commitment you have.” — New Angle Beveling

Building Products Distribution – Successful Legacy Transition 

“I’m extremely pleased with the way this transaction was handled. As business owners, we know how to build a business and how to make money. But most of us have no clue about how to get out. Thank you for protecting me from the sharks. There’s zero doubt in my mind that this transaction was more profitable and less stressful with you than going it alone.” — Darren Abraham, Founder, AbrahamLinc

Trusted Advisors with Deep Industry Connections

With over two decades of combined experience, REAG maintains active leadership roles within premier professional organizations including the Exit Planning Institute (EPI), M&A Source, and Association for Corporate Growth.

Our team has received prestigious industry recognitions and serves as Title Partner sponsor of the Exit Planning Summit.

We deliver winning outcomes for business owners by combining deep financial acumen, sector insight and a humancentered approach to lower-middle market M&A advisory.

Start Your Strategic Conversation Today

Call: 833 333-REAG (7324)      Email: info@reag.com

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Select Recent Engagements:

Benefits of Selecting REAG as Your M&A Advisor:

Successful Deals
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1. What services does REAG offer?

REAG specializes in M&A and Private Capital Market advisory services for the lower middle market. Our core services include sell-side representation, buy-side representation, strategic planning, and capital advisory. We guide business owners through critical transitions, whether you're planning an exit, seeking acquisition opportunities, or developing long-term strategic plans for your company.

2. How is REAG different from a business broker?

As M&A brokers and investment bankers specializing in the lower middle market, REAG provides comprehensive advisory services beyond simple business brokerage. We offer a strategic, consultative approach tailored to complex transactions, leveraging our team's decades of combined experience, industry certifications, and extensive professional network. Unlike typical brokers, we provide end-to-end guidance throughout the entire M&A process, including business valuation, market positioning, deal structuring, and negotiation.

3. What types of businesses does REAG typically work with?

We primarily serve established businesses in the lower middle market across various industries. Our clients are typically mature companies with proven business models seeking ownership transitions, strategic acquisitions, or comprehensive planning. While we have expertise across many sectors, we maintain a focus on businesses where we can deliver exceptional value through our knowledge and connections.

4. What is REAG's process for selling a business?

Our sell-side process is comprehensive and tailored to each client. Generally, it includes: initial assessment and valuation, preparation of marketing materials (including a Confidential Information Memorandum), strategic marketing to qualified buyers, management of confidentiality, coordination of buyer meetings, negotiation of offers, facilitation of due diligence, and guidance through closing. We manage all aspects of the transaction while allowing you to maintain focus on running your business.

5. How long does it typically take to sell a business?

While each transaction is unique, the typical timeframe for selling a business ranges from 6-12 months from engagement to closing. Factors affecting this timeline include business complexity, industry conditions, market dynamics, and deal structure. We work diligently to achieve optimal outcomes while minimizing disruption to your operations, maintaining confidentiality, and securing the best possible terms.

6. How does REAG help businesses looking to grow through acquisition?

Our buy-side services help clients identify, evaluate, and acquire suitable target companies. We develop clear acquisition criteria, conduct targeted outreach to potential acquisition candidates, screen opportunities, facilitate negotiations, manage due diligence, and support transaction structuring and financing. Our approach provides access to proprietary deal flow and off-market opportunities that align with your strategic goals.

7. What geographic areas does REAG serve?

REAG serves clients both nationwide and internationally, with particular expertise in regions including Pittsburgh, Cleveland, Detroit, Lancaster, Grand Rapids, and beyond. Our global advisory capabilities allow us to facilitate cross-border transactions and provide international market insights for clients seeking opportunities abroad. Our advisory support transcends location through a combination of in-person meetings, virtual consultations, and innovative technology. We meet clients where they are, both geographically and in terms of their business needs, whether for domestic or international transactions.

8. How is REAG compensated for its services?

Our compensation structure typically includes an initial engagement fee and a success fee based on the final transaction value. This alignment of interests ensures we're motivated to maximize value while providing the highest level of service. We provide transparent fee structures customized to each client's specific situation and discuss all details upfront during our initial consultations.

9. What makes REAG successful in achieving client objectives?

Our success is built on several key factors: our team's extensive experience and certifications in M&A, our proven and fluid process tailored to each client's unique situation, our commitment to clear communication throughout the transaction, and our authentic, collaborative approach. We prioritize understanding your goals and developing customized strategies to achieve them.

REAG maintains deep industry connections through significant involvement with premier professional organizations. We are a proud Title Partner sponsor of the Exit Planning Summit and maintain active leadership roles within the Exit Planning Institute (EPI). Our team members hold leadership positions with M&A Source, including Board Chair roles, and have received prestigious industry recognitions such as the Gold Club Award and M&A Source Service Award. These affiliations, combined with our active participation in the Association for Corporate Growth chapters across multiple cities, give us unparalleled access to industry networks, deal flow, and specialized expertise across numerous sectors.

10. How do I get started working with REAG?

The first step is scheduling a discovery call with our senior advisory team. During this initial consultation, we'll discuss your specific needs, answer your questions, and determine if there's a good fit between your objectives and our services. You can schedule this call through our website, by emailing info@reag.com, or by calling 833-333-REAG (7324).

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