Our Services

Acquisition Search

Working with companies and investors to proactively identify proprietary investment and acquisition opportunities.

Sale of Business

Helping business owners achieve liquidity through a sale of their businesses via a direct negotiation, limited process or full auction.

Capital Raises

Working with high growth companies to raise institutional capital in support of their expansion plans.

Sell-Side Due Diligence

Meticulously analyzing a business from the perspective of a potential purchaser before it attempts a sale.


An independent third-party valuation of a business to support a preparation for sale, deal negotiation, or shareholder dispute.

Corporate Strategy

Outsourced corporate development including growth strategy, add-on acquisitions, minority investments, and strategic partnerships.

Mergers & Acquisitions

Roadmap Advisors is experienced representing clients on both the buy-side and the sell-side of a transaction.

Acquiring a Business

Helping buyers identify and approach acquisition targets, negotiate the purchase and conduct due diligence.

Industry Roll-Up

Helping companies conduct a series of acquisitions in a fragmented industry to consolidate market share.

Executive-Led Buyout

Working with experienced operators to identify an industry thesis and execute targeted, investor-backed acquisitions.

Preparing for a Sale

Meticulously analyzing a business before a sale, allowing the owner to identify and address any potential due diligence issues.

Selling a Business

Helping owners exit their business and achieve liquidity by running either a broad-based or highly targeted sale process.

Minority Sale

Selling a portion of a business to buy out a partner, to provide liquidity for minority owners, or to stage the eventual sale of a business.

Family Offices

Direct Private Equity Investing

Leading your sourcing efforts for lower middle market and middle market buyout transactions.

Investment Thesis Development

Working with generalist family office groups to identify attractive areas for proactive investment.

Co-Investing with Family Offices

Coordinating co-investment opportunities between our family office clients and relationships.

Impact Investing

Deploying long-term capital in mission-driven areas that are aligned with the desired legacy goals of our family office clients.

Family Office

Growth Advisory

Growth Capital

Raising institutional capital for profitable, growing companies from our broad network of family offices, private investment funds and specialty finance organizations.

Corporate Development

We help established companies supplement their organic growth with channel partnerships, joint ventures and various partnership structures.

Early Stage

An innovative fundraising service that helps early-stage companies raise venture capital without the usual impediments created by using an intermediary.

Cross Border

Our investment banking team and network of advisors are intimately familiar with the challenges of cross-border transactions.

The cultural, legal, regulatory, tax and practical issues involved make cross-border transactions seem prohibitive to many, however, those who tackle these challenges often find significant opportunities to create value.

Recent Projects Include Deals Between Companies in the U.S. and

Mexico & LatAm



Asia & Middle East

Team & Advisors

Roadmap Advisors is a niche investment banking firm serving family office, private equity, corporate clients and executives in mergers, acquisitions, and corporate finance transactions. Our team of full-time professionals and active advisory board work closely with clients to deliver world-class advisory services to the middle market.

Transaction Expertise

Life Sciences

Life Sciences Company Sale to Strategic

Middle Market
Sell-side Advisor


Education Co. Acquisition of Continuing Education Co.

Lower Middle Market
Buy-side Advisor


Valuation Support for Aluminum Distributor

Middle Market
Corporate Advisor

Medical Supplies

Medical Device Company Sale to Strategic

Middle Market
Sell-side Advisor


Socks Company Sale to PE

Lower Middle Market
Sell-side Advisor


Valuation Support for Wireless Telecom Company

Large Cap
Corporate Advisor


Recycled Building Materials Co. Acquisition of Timber Co.

Lower Middle Market
Buy-side Advisor


Paving Contractor Sale to Strategic

Middle Market
Sell-side Advisor

Medical Services

Valuation Support for Cryolipolysis Company

Large Cap
Corporate Advisor

Food & Beverage

PE Acquisition of Frozen Food Company

Middle Market
Buy-side Advisor

Giving Back

Roadmap Advisors regularly donates significant pro bono time and resources to a variety of causes and organizations

Join Us

Internship Program

Our high-impact internship program helps undergraduate and graduate students get a running start in a career in finance.
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Job Opportunities

Join our fun and rapidly growing team. We hire highly motivated individuals with a client-service mindset and entrepreneurial drive.
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Advisory Board

Highly active advisory board convenes regularly to discuss opportunities. Members join projects based on fit & expertise.
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Contact Us

Contact Information

4601 N. Fairfax Drive, Suite 1200
Arlington, VA 22203

4601 Fairfax Dr, Arlington, VA 22203


Roadmap Advisors is a niche investment banking firm serving family office, private equity, corporate clients and executives in mergers, acquisitions, and corporate finance transactions.

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Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Certain members of Roadmap Advisors are Registered Representatives of the broker dealer StillPoint Capital, LLC.   For more information on Registered Representatives or Broker Dealers please visit BrokerCheck.