Siddwell is an investment bank rebuilt on software, for companies Wall Street overlooked.
Banker-led. AI native. Sell-side M&A and Capital Advisory.
Twice in the life of a business, no one runs the process.
You're doing $10M in revenue, and you need money—to add a line, buy out a partner, or replace a facility that's coming due. You go to your bank, because that's who you've always gone to, and you take the one number they give you. Nobody put your bank, other banks, private credit funds, private equity funds, and family offices in a room and made them compete for the capital raise. That's a process someone runs for you, and no one ever has.
Then you turn 63, the kids don't want the business, and you're ready to be done. Wall Street won't staff a deal this size. So you use a broker who knows two or three buyers and works them one at a time. Either the deal collapses six months into diligence, or the one buyer left standing lowballs you because no one else was ever at the table.
Siddwell runs the process a business your size never gets. Whether you're selling or raising capital, we map the whole market, put everyone in competition, and negotiate the result. A banker owns your deal; software does the work that used to take a room full of analysts, which is the only reason this works at your size.
We sign a letter, go through your books, and build the case a buyer, investor or lender will back.
We prepare the materials and map everyone who matters.
We take them out at once and let them bid against each other, not one call at a time.
We run diligence, compare the offers, negotiate, and take it to signing.
Two service lines.
There comes a point when you start thinking about what's next. You may be ready for a full exit and a clean transition. You may want to sell a majority stake, take meaningful liquidity off the table, and continue running the business alongside a new partner. Or you may have a division that no longer fits your strategy and would create more value as a standalone business. Whatever your objective, we manage your sale from start to finish—positioning your business, identifying the right buyers, creating competitive tension, and negotiating the best possible outcome.
When you need to raise capital, the first offer in front of you is rarely the best one available. Whether you're funding expansion, investing in new equipment, financing an acquisition, buying out a shareholder, or refinancing existing obligations, we take your financing need to the market. By advising you through a competitive process across the full range of capital providers, we help you secure the right structure on terms set by the market, not by whoever happened to reach you first.
No black box.
The software does the deal's heavy, repetitive work—research, buyer and investor lists, first-draft materials, document chasing. The banker does the part that actually gets a deal done: making the calls that set your price, running the negotiation, and holding the relationships with you and with every buyer, lender or investor at the table.
running the negotiation
holding the relationships
buyer and investor lists
first-draft materials
document chasing
One seller. The whole market.
We map the whole market, put everyone in competition, and negotiate the result. Here is what that looks like, start to finish.
[Runs the process]
What it costs to go unadvised.
Lost selling to one buyer instead of making buyers compete for you.
Private credit sitting ready—much of it raised to fund companies your size.
The share of $59B a year in advisory fees that goes to nobody at all.
Both sides of the table.
Owners of privately held companies doing $1M to $100M in revenue—manufacturers, distributors, service businesses, the trades. Companies that are profitable, private, and have never been big enough for a bank to chase. Whether you're thinking about selling or about your next round of financing, you're who we built this for.
Buyers, lenders and investors who want exactly these companies and struggle to find them—strategic acquirers, private equity, search funds, family offices, and the credit funds built to finance this size. Tell us what you're looking for, and you'll hear from us when we're representing something that fits.
The first call costs nothing.
Own a business and thinking about selling or raising capital? Start a conversation—no commitment, just a straight read on your options.
A buyer, lender or investor? Join our list and we'll reach out when we're representing something that fits.