Wall Street M&A DNA.
Powered by agentic infrastructure.
A boutique advisory firm built to deliver superior outcomes by combining institutional deal experience with purpose-built infrastructure
Our Experience and Partners
What We Do
White-glove M&A advisory for small businesses and the lower middle market
Buy-Side Advisory
Sourcing, outreach, and evaluation through LOI and close. We help acquirers find, qualify, and execute on the right targets
Sell-Side Advisory
Positioning, materials, and buyer outreach. We run a disciplined process to maximize value, speed, and certainty
Strategy & Growth
Market mapping, strategic planning, and exit readiness. We help owners and operators position their businesses for long-term value
Why Loon
Built from the ground up to deliver better outcomes
Speed
Loon combines proprietary software and data infrastructure with human judgment honed through years of institutional M&A experience to move quickly and decisively
Coverage
Loon's proprietary data model of 50mm+ U.S. business signals paired with agentic AI systems provides comprehensive coverage of the small business economy
Rigor & Discipline
Loon is a high-touch, data-driven firm focused on running structured processes and giving clients deep visibility into activity through our software platform
Compounding
Whether building through acquisitions or preparing for a future exit, we help clients develop repeatable strategies that compound value across multiple transactions
About
Why we built Loon
Loon was founded on a simple belief: small businesses and the lower middle market are the backbone of the American economy.
For decades, the highest quality M&A advisory has largely been reserved for large-scale enterprises. We believe advances in software and AI infrastructure create an opportunity to deliver that same level of rigor, coverage, and execution to founders, operators, and investors building businesses across the lower middle market.
That belief ultimately led me to leave a career in institutional investment banking to build Loon from the ground up - focused entirely on serving the entrepreneurs and investors powering the real economy.
