2022 was an exciting year with excellent results on many levels, despite stock market volatility, rising interest rates, concerns about inflation, and geopolitical unpredictability.

Markets are resilient, and all year long we witnessed a lot of optimism, entrepreneurship, accomplishments, and success.

The industry experienced a tremendous amount of activity in Q3 and Q4, with founders and owners challenging the status quo to create new opportunities and achieve breakthrough growth or liquidity for their businesses. When compared to pre-pandemic levels (2015–2019), lower middle market M&A activity was still 27% higher in 2022, according to EY data.

We are thrilled to reflect on the past year and all that we have accomplished together. Throughout the year, we were very fortunate to advise companies with a combined EBITDA of $100 million on their corporate finance, M&A, and capital raises in this ever-changing landscape.

• In 2022, we closed deals with companies that, in aggregate, have over $350 million in enterprise value with a total of 7 closings.
• We are proud to say that 2022 was a year of strong growth for our team and our clients. We were able to welcome four new team members to our growing company.
• Our CFO and CMO services had growth years, helping several of our clients improve their finances and brands in many ways.
• From a branding perspective, we’ve launched a new website, become a Platinum Sponsor for ACG, and increased our regional visibility with the Austin Business Journal.
• Along with that, we made numerous internal operational improvements.