Our Mission
We are committed to helping business owners and buyers alike achieve exceptional outcomes by delivering thoughtful Buy-Side M&A advisory services. Our team leads with trust and integrity so that we can drive meaningful connections and lasting success.
Acquisition Thesis Development
We specialize in thesis-driven acquisition search. Having a defined focus area is a critical part of our process. Our experienced team works alongside investors to help build that strategy, so that all parties are aligned before we start discussions with companies on your behalf.
Proprietary Deal Origination
We leverage deep industry networks and proprietary databases to identify high-impact acquisition targets. Our approach is highly relationship driven, meaning you will always have a senior Rialto Advisor leading conversations and managing your processes.
Communication and Data Management
We manage all outreach, correspondence, and data coordination on your behalf. Our goal is to keep the line of communication open, maintaining trust on both sides of the table and keeping every party aligned from first conversation through close.
Buy-Side M&A Advisory
We partner with investors to help them execute on their M&A strategy by bringing together deep market relationships and a disciplined process to help investors build great companies. Every engagement is tailored to your acquisition mandate, and we stay with you from first conversation through close.
Other Advisory Services
We offer unparalleled support to owners through our extensive Rialto Partner Network of pre-vetted advisors. This collaborative ecosystem ensures that business owners get the resources they need at any stage in their sales journey. We find strategic alignment for your capital raise or exit strategy.
Sell-Side Advisory
Sell-side advisory for owners that want an experienced team running their entire sales process. Our partner firms provide dedicated, hands-on support so you can focus on running your business while they focus on getting you the best outcome possible.
Exit Planning & Wealth Strategy
A successful exit is only half the story. Before you close, it's worth having a clear plan for what comes next. Our expert partners will help you protect and grow your wealth after the sale, so the money you've worked hard to build keeps working hard for you.
Fractional CFO & Bookkeeping
A credible financial narrative is foundational to any successful transaction. Our partner CFOs and bookkeeping specialists will prepare your financials, close any gaps, and ensure your business presents with the clarity and rigor that sophisticated buyers expect.
For Owners
Knowing who the right buyers are for your business can feel overwhelming, and you are likely constantly being bombarded with inbound from various groups interested in acquiring their businesses. It can be difficult to determine who is really a fit when all of them sound the same.
We help owners cut through the sea of messages and manage high priority conversations with relevant buyers. We give owners their time back by making sure that every buyer we introduce them to is pre-vetted, and has already indicated strong interest. This process leads to less time wasted and higher valuations for your business.
For Buyers
Direct deal sourcing is changing. Cold outreach is leading to lower conversion rates as owners get inundated with buyer messages on a daily basis. Keeping a continuous flow of relevant investment opportunities is getting increasingly difficult.
Rialto takes the long-term approach to deal origination, cultivating relationships with owners built on a foundation of trust. We connect companies with buyers that are a strong fit, so that every conversation is meaningful.
We serve as an extension of your team, ensuring that you are always looking at the most relevant deals even when times are busy.
Business Services
Commercial & Residential Services
Healthcare
Consumer
Industrial
Industry Focus
Software & IT Services
The Rialto Advisory Team
We are both entrepreneurs and investors by background. As operators, we understand what it takes to build a successful business and how difficult it can be to find the right buyer to pass it along to; as investors, we know exactly what buyers are looking for and how to identify a strong opportunity. Our team is here to help both sellers and buyers have a smooth process and move towards a quick close.
$1B+
Total Transaction Value led by our partners over the last 10 years as investors and advisors.
10+
Years sourcing and executing deals through as buy-side and sell-side M&A advisory and direct investing.
2,000+
Relationships managed with company owners on behalf of our clients.
Become a Rialto Advisor
Our team is growing!
We are looking to bring on new buy-side advisors who are passionate about helping owners achieve successful outcomes for their businesses. We pride ourselves in hiring individuals from all walks of life including non-finance backgrounds.
Because our business is relationship-driven, we care about building a relationship with you too. We believe great work starts with trust, communication, and mutual respect, and we’re committed to creating a workplace where people genuinely enjoy working together.
Some qualities makes you a strong fit:
- You have prior experience direct deal sourcing or investing
- You care about developing long-term relationships
- You are self-motivated and can work with little oversight
- You are high integrity and trustworthy
- You are curious and genuinely interested in learning about businesses and how to help them
Rialto is a people-first advisory firm. We believe that when everyone puts in the hard work, everyone should have the opportunity to share in the company’s growth. That’s why we’ve built a unique structure that aligns incentives with outcomes. When one person succeeds, we all succeed together.
If you think you are a fit, please reach out to us to learn more.
Common Questions
Frequently Asked Questions
Let’s Work Together
Ready to learn more about how Rialto Advisory can help?
Schedule an intro call with our team.