JL Advisory is a mid market advisory firm focused on the human capital, technology enabled services, data and software vertical markets. The firm couples its market expertise and extensive network to stay constantly in touch with strategic and financial buyers and sellers. 

Additionally, a long history with assisting early stage and growth companies provides access to a unique network of potential targets for acquisitions, joint ventures and partnerships.

The firm concentrates on transactions generally less than $200 million.

The Issues

If you are a large corporation your corporate development team and external bankers are most likely focusing their resources and efforts on targeting $500M + assets in the market place. This results in the needs of business leaders within your organization, who could benefit from acquiring targeted strategic assets, going unmet. These business leaders need an advocate to find these strategic assets to acquire and help grow their businesses, in many cases these assets are valued under $100M.

Additionally, if you are an entrepreneur leading a small or mid-sized company you are most likely consumed with running and growing your company. Valuations have never been higher and corporate strategic partners are hungry to partner and acquire the right companies. Maybe it’s time to explore a timely exit or at least have a conversation about it. However, the prospect of exploring that idea can be very overwhelming. Where do you even start? Just give us a call and we can have a conversation.

Our Mission

Our priority is always to understand your objectives and goals. We take a direct approach to identify specific opportunities in the market both through acquisitions or disposal of certain non-core assets.

Additionally, we not only understand the complexities of large corporations, we are sensitive to the goals and objectives of small and mid-sized independent firms which can be quite different. We take a very personal approach to these situations since we have been in your shoes before as entrepreneurs.