Selling or exit planning
Explore a full or partial ownership transition, timing, preparation, and the kind of buyer or investor that may fit.
Mergers & Acquisitions
Confidential guidance for growth, partnership, acquisition, and exit decisions.
Mason Potter Capital Solutions works with privately held companies and owners evaluating the next stage of the business.
Connecting privately held companies with investors
A boutique advisory approach grounded in the owner's objective.
Mason Potter Capital Solutions is a Florida-based boutique M&A advisory firm focused on privately held companies with annual revenue generally ranging from $3 million to $50 million.
We work directly with business owners and companies seeking growth capital, strategic partnerships, acquisition opportunities, or a thoughtful exit strategy.
Advisory paths
Begin with the decision in front of you.
Growth capital
Consider outside capital to support expansion while aligning the structure with ownership and long-term goals.
Strategic partnership
Evaluate a partner who may contribute capital, capabilities, distribution, or market access.
Acquisition support
Connect a business acquisition strategy with the commercial financing that may help support the transaction.
Company profile
Experience across privately held operating companies.
Our M&A focus includes companies in sectors where operating knowledge, customer relationships, and strategic fit can matter as much as headline numbers.
Healthcare Specialty manufacturing Distribution Business services Consumer products
Engagements are offered on a success-fee basis, with the process and expectations discussed during a confidential consultation.
Confidential consultation
Tell us what you are considering.
Share a high-level summary of the company, ownership objective, timing, and the kind of support you want to discuss. Financing and M&A questions can be addressed in the same initial conversation when appropriate.