Supporting Companies & Investors Across the Lower-Middle Market
Golden Circle partners with business owners, operators, investors and acquirers to deliver clear guidance, disciplined execution and real-time market perspective across a range of industries.
Tailored Investment Banking Services for Lower Middle Market Companies
We work with privately held companies ranging in size that are focused on sell-side, capital raising or buy-side solutions. We prioritize all of our clients with the same level of attention, energy and effort for our engagements
Business owners and management teams seeking clarity on selling, raising capital, or evaluating strategic options.
Institutional buyers and investors, including private equity, private credit, family offices, and strategics, looking for disciplined support on acquisitions or targeted outreach.
Selected Transactions Across Our Network
Golden Circle has advised companies across multiple lower-middle-market sectors, delivering results through thoughtful preparation and a commitment to disciplined processes.
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Served as Investment Banking Advisor
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Served as Investment Banking Advisor
HAS BEEN ACQUIRED BY
Financial Buyer
Served as Investment Banking Advisor
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Financial Buyer
Served as Investment Banking Advisor
Portable Restroom Business
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Served as Investment Banking Advisor
HAS BEEN ACQUIRED BY
Financial Buyer
Served as Investment Banking Advisor
Industries We Serve
Our work spans a variety of lower-middle-market sectors. Each industry brings unique dynamics, and our experience, network and market awareness help position clients for strong outcomes.
Manufacturing & Industrials
Specialized producers and operators where precision, efficiency and technical capability drive value, including engineered components, advanced materials, automation systems and industrial equipment.
Financial Services - Insurance & Wealth Management
Firms focused on financial guidance, protection, and long-term planning, such as RIAs, wealth managers, speciality insurance distributors and platforms driving advisor efficiency and customer trust.
Residential & Commercial Services
Service providers with recurring revenue, strong customer retention, and opportunities for geographic expansion, including HVAC, facilities management, landscaping, restoration and speciality trade contractors.
Aerospace & Defense
Companies supporting mission-critical applications with engineered components, precision manAerospace & Defenseufacturing, technical services, and supply chain reliability for commercial and defense platforms.
Engineering & Construction Services
Specialized producers and operators where precision, efficiency and technical capability drive value, including engineered components, advanced materials, automation systems and industrial equipment.
Food & Beverage
Brands and producers built on quality, consumer loyalty, and differentiated product offerings, including speciality foods, beverages, packaged goods and emerging better-for-you categories.
Consumer Retail & Pet
Customer-focused brands serving lifestyle, household, and pet categories with strong demand drivers, niche positioning, and meaningful opportunities for product and channel expansion.
Software & Technology Services
Scalable platforms and tech-enabled service providers delivering workflow automation, data-driven insights, cybersecurity, or vertical-specific solutions that enhance efficiency and customer outcomes.
Healthcare Services & Medical Device
Patient-oriented businesses and device innovators where regulatory awareness, clinical quality, recurring demand and specialized expertise are central to long-term growth.
Transportation, Logistics & Distribution
Asset-light and asset-based providers optimizing supply chain flow, including last-mile delivery, freight services, warehousing, 3PL providers and
value-added distribution.
Agribusiness & Ingredients
Producers and suppliers across the agricultural value chain delivering essential inputs, specialty ingredients, sustainability-focused solutions, and food system reliability.
Business Services
B2B providers offering outsourced solutions, route-based services, staffing, compliance, or professional support functions where recurring revenue, operational consistency and customer relationships drive performance.
Where Our Advisory Makes a Difference
Our advisory work creates value across a range of scenarios, from founders evaluating options to institutional acquirers scaling platforms.
We bring structure, clarity and accurate market perspective to situations where the stakes are high and execution matters.
We help when clients are:
Considering a full or partial sale
Evaluating growth capital or balance sheet solutions
Planning or executing acquisition strategies
Preparing for future strategic events
Seeking clarity on valuation, process, or timing
Exploring recapitalization or liquidity options
Our Core
Advisory Services
Our services are designed to support both business owners and investors at key decision points, backed by institutional discipline and proactive execution.
Sell-Side Advisory
Maximize valuation and certainty of close through structured processes and hands-on senior involvement.
Capital Raise
Equity and debt solutions structured around each company’s growth plans, ownership preferences, and long-term ambitions.
Buy-Side Advisory
From target identification to diligence and closing, we help acquisitive companies and investors pursue strategic expansion with confidence.
Let’s Talk About Your
Strategic Options
Whether you’re a business owner evaluating your next step or an investor pursuing acquisitions, we’re here to provide perspective based on current market conditions, clearly and confidentially.