Strategy · M&A · Operating systems
We help owners acquire, grow, and sell businesses. Senior dealmakers, operators, and custom-built systems stay connected from the first strategic decision to the work that makes it real.
Senior judgment. Direct involvement. From strategy through execution.
From an off-market owner conversation to the company you can operate.
The acquisition program GrowStrategy, sales, and custom systems built around the constraint that matters.
Explore our capabilities TransactNegotiation, transaction strategy, and a clear view of the terms before the close.
M&A advisoryExperience in practice
The right introduction can change a business. The right partner stays involved in what comes next.
“one of our top lead sources the whole time”
$49.5M
For American HealthCare Capital, Matt’s team at Orca sourced the buyer for a healthcare staffing business through a single outreach conversation. The transaction closed roughly 20% above the original valuation target.
Your partners at Lotus
Founder & Chief Executive Officer
Senior Partner & Head of M&A Strategy
Senior Partner & Chief Strategy Officer
Chief Revenue Officer
Head of Growth
Director of Operations & Deal Origination
Case Study · Yinger Capital Group
For Yinger Capital Group, Lotus manages an off-market acquisition search from research through owner conversations. The work gives the client a consistent flow of relevant opportunities and the context to decide which to pursue.
Identify businesses that meet the client’s acquisition criteria, research their ownership, and keep the target list current.
Approach owners with a clear, personal message and follow up with care. Each response helps shape the search.
Review interest, qualify opportunities, and arrange conversations so the client can focus on evaluating the right businesses.
Research, owner outreach, and opportunity coordination, managed by Lotus.
Capabilities
From an acquisition decision to a stronger sales operation, we bring strategy, transaction experience, and the ability to build the systems the work requires.
All capabilities Investment Migration — the flagship programStrategy & Advantage
Growth & Demand
Build
Transactions
People & Institutions
Firms design their product, their controls, and their brand, and leave undesigned the handful of exchanges where the year is decided — then book the losses to price, fit, or fatigue.
Read the essayMost improvement spending fails because it lands on nodes that were never the constraint. Inventory the seven places leverage lives — labor, capital, code, media, information, relationships, distribution — find the one that binds, and fix that first. Everything else is cosmetic until it is next.
Read the essayDark-personality research says the expensive counterparty is the patient one, whose exploitation switches on when observation lapses. The defense is architecture that keeps observation from lapsing; reading faces runs at a coin flip.
Read the essayThe E-2 treaty-investor visa is the most underused serious door into American business ownership — because its work is split across two professions, and the case is largely won in the business file before an attorney writes a word.
Read the essayAcquiring a business. Building a stronger one. Getting the right deal done. Start with the decision in front of you.
Meet your partnersYou’ll sit in the room. Careers & partnerships at Lotus.
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