The Deal Desk
The public record of what we are closing, structuring, and teaching. Real M&A, done out loud.
SBA 7(a) · Seller note · 90 days to close
Owner-operator retiring. We sourced, structured a 75/15/10 stack, coordinated diligence, and closed inside a tight window while retaining the ops manager.
Under LOI · Diligence in flight
Buyer sourced through our investor network. AIME ran the outreach, our team is quarterbacking the SBA package and quality of earnings.
Alt capital + seller financing
SBA cap was the ceiling. We layered alt capital and a three-year earn-out that got both sides across the table without diluting the operator.
5 minute read · Billy Batt
The closing checklist we use to compress 150 days to 90. What lenders actually look for, and the three items sellers always underestimate.
7 minute read · Deal Advisory
Interest, term, subordination, forgiveness triggers. The exact language that keeps both sides protected when SBA underwrites the rest of the stack.
6 minute read · Effie
The prompt architecture, the data sources, and how we route qualified sellers into human conversations inside 72 hours.
Live · Recurring
We open the books. Real deal structures, real AI systems, real questions from operators in the room. Bring a deal, leave with next steps.
Free · Watch anytime
How we win competitive deals against strategics and PE. Positioning, structure, and the exact language that gets accepted.
Free · Monthly
A working session. You leave with a written thesis, a target list, and the sourcing plan to fill your pipeline.
Get on the desk
No fluff. What closed, what did not, and the systems we ran to get there.
