The Deal Desk
The public record of what we are closing, structuring, and teaching. Real M&A, done out loud.
9 min read · Billy Batt
Nine offers on the same marketing agency. Ours closed without paying the highest number and without eating the usual $15K-$25K legal and CPA bill at the table. Here is how the buyer won it.
11 min read · Billy Batt
A retiring HVAC owner, three locations, one of the tightest SBA windows the lender had cleared all year. A 75/15/10 stack held. The wire hit before the clock ran out.
10 min read · Deal Advisory Team
AIME surfaced it. Our network funded it. The seller kept running the business while our team quarterbacked the SBA package and the quality of earnings. This is what a real off-market close looks like.
12 min read · Billy Batt
The SBA ceiling should have killed the deal. Layered alt capital plus a three-year earn-out got the operator paid, the seller cashed out, and nobody left the table feeling squeezed.
9 min read · Billy Batt
Every SBA close drags for one of the same five reasons. The exact checklist we use to compress 150 days to 90, plus the three items sellers underestimate every single time.
10 min read · Deal Advisory Team
Interest, term, subordination, forgiveness triggers. The exact language that protects both sides when the SBA underwrites the rest of the stack, on a single page.
9 min read · Effie
The prompt architecture, the data sources, and how we route qualified sellers into human conversations inside 72 hours. Zero cold calls. No spam. No burnout.
Live · Recurring
We open the books. Real deal structures on the screen, real AI systems in the browser, 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. The positioning, the structure, and the exact language that gets an LOI accepted.
Free · Monthly
A live working session. Walk out with a written thesis, a target list, and the sourcing plan to fill your pipeline in the next 30 days.
Closed transactions
Anonymized closes we structured, funded, or quarterbacked in the last 18 months. Real numbers. Real structures. Both sides protected.
Closed in 90 days. Wire hit before the SBA window expired.
22% under asking. Seller kept 15% equity in the combined entity.
Buyer group beat the field and cut $20K off the closing bill.
Retiring owner cashed out. New operator closed on schedule with zero surprises.
Seller retained upside. Buyer paid for performance, not promises.
Nine buyers. One winner. LOI accepted in 10 days.
Get on the desk
No fluff. What closed, what did not, and the systems we ran to get there.
