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Our Services

We source opportunities for partnerships, joint ventures, or full acquisitions with private enterprises for capital investors, and we find sources of capital for private enterprises.

Services

Business Handshake

Deal Sourcing & Consultation

Across the U.S., many small to mid-sized businesses are seeking capital but sometimes don’t find access to the right investors, and we fill that gap. Private equity firms, family offices, and investment funds are often looking for vetted, high-quality enterprises but lack an optimal deal flow in niche or regional markets. At Deal Matrix, we act as a bridge — sourcing strong businesses and preparing them to engage effectively with capital partners.

Networking Event

Structuring Partnerships & Joint Ventures

Family-owned and entrepreneur-led businesses often require capital not just for one-time growth, but for long-term strategic expansion. Many prefer joint ventures or structured partnerships that retain control while deploying institutional capital for durable long-term growth. Deal Matrix helps structure joint venture and partnership transactions that balance governance, equity and enterprise risks, and return expectations — aligning interests between operators and investors. Private equity firms, family offices, and investment funds are often looking for vetted, high-quality enterprises but lack an optimal deal flow in niche or regional markets. At Deal Matrix, we act as a bridge — sourcing strong businesses and preparing them to engage effectively with capital partners.

Data on a Touch Pad

M&A for Enterprise Technology

There are thousands of small technology companies across the US seeking exits or strategic partnerships with other companies for growth and acquiring new clients. We see many owner-operators of such technology companies are planning retirement, thereby exiting entrepreneurship, opening the door for PE-driven M&A. We at Deal Matrix offer companies the opportunity to take advantage of this trend by promoting such deals.

Reaching a Deal

Capital Matching: Entrepreneurial Operators ↔ Mid-Market Funds

There is a growing pool of family offices and specialized funds actively seeking deal flow in growth driven industries across the U.S., including enterprise software, residential construction, and hospitality. In many economic regions and markets, many of operator-led businesses in growing sectors are open to bringing on equity partners or JV partners to fuel growth, scale operations, or prepare for succession. We match qualified operators with the right fund — ensuring strategic fit, sector alignment, and long-term value creation for both parties.

 Investment Banking Services (2026–2028)

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