Owners
Business owners preparing for a transaction
Pre-transaction strategy, readiness, and process design when the business is ready — or when it isn’t yet.
Talk with an advisor →From pre-transaction strategy through close — M&A, capital formation, and debt advisory under one roof.
Securities offered through Finalis Securities LLC, Member FINRA / SIPC. Lower middle market exclusive. 30+ years combined experience across M&A, capital formation, and debt advisory.
Everbridge Group is a corporate finance advisory firm specializing in the lower middle market, working with business owners, sponsors, and fund managers to plan, structure, and execute transactions — from pre-transaction strategy through capital formation and close.
We serve clients at different stages with different needs. All require an advisor who understands the deal and knows how to get it done.
Start with the seat you sit in. We tailor the conversation to owners, sponsors, and fund managers — not a generic funnel.
Pre-transaction strategy, readiness, and process design when the business is ready — or when it isn’t yet.
Talk with an advisor →Capital formation support, structure options, and disciplined execution through an affiliated FINRA-member BD.
Capital structuring →Formation and placement conversations grounded in compliance — not pitch theater.
Join office hours →Education and open sessions for mid-intent visitors — before a formal engagement.
A plain-language walkthrough of the Howey factors — for founders and sponsors sorting whether a raise may involve a security.
Open the guide →A structured checklist to pressure-test materials, narrative, and process before you open a raise. P1 tool
Request early access →A standing live session for lower middle market questions — capital formation, structure, and process. No pitch required.
Register →End-to-end advisory across strategy, M&A, equity, and debt—delivered through a single integrated process.
The lower middle market is best served by advisors who stay close to the deal throughout the process.
Transactions are executed through an affiliated FINRA-member broker-dealer, ensuring regulatory compliance across capital formation and advisory services.
Selective by design. Deep, ongoing involvement across every engagement.
New SBA acquisition rules take effect October 1, 2026. If your company would likely sell for under about $10 million, they change who can bid, how much debt a buyer can carry, and how the structure gets written.
Read MoreOne in five strategic dealmakers walked away from a deal in the past year over AI-related concerns about the target. Here is what buyers are actually testing, and what owners should document before going to market.
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