Lower Middle Market Business Services

Lower Middle Market Business Expertise

The lower middle market typically encompasses businesses with annual revenues between $5 million and $50 million. These companies are often at pivotal points in their growth journeys, facing challenges around capital raising, scaling operations, navigating market fluctuations, managing rapid growth, and planning strategic exits.

At Founded Partners, we recognize the significance and unique characteristics of this critical market segment. Our team of seasoned professionals provides practical solutions and strategic direction specifically designed for lower middle market businesses.

Why Lower Middle Market Companies Choose Founded Partners

Proven Expertise

Our team has firsthand experience successfully growing and transforming lower middle market companies. This direct experience allows us to provide relevant, actionable guidance to navigate complex business scenarios effectively.

Comprehensive Partner Involvement

Unlike traditional consultancies, every project at Founded Partners is directly managed by seasoned partners, ensuring you benefit from deep expertise and hands-on support without any delegation to inexperienced or junior team members.

Customized Strategic Solutions

We provide tailored, strategic solutions addressing key areas crucial for lower middle market growth and sustainability, including:

  • Capital raising and M&A advisory

  • Strategic business transformation

  • Financial management and operational scaling

  • Wealth planning and succession strategies

  • Executive coaching and leadership development

Lower Middle Market Business Services

Capital Advisory & Fundraising Support

Securing the right funding is critical. Founded Partners expertly guides you through fundraising processes, helping craft investor-ready financial models, compelling pitches, and facilitating direct market interactions to ensure optimal outcomes.

Strategic Growth and Operational Excellence

We help you effectively scale your operations, implementing robust processes and systems, enhancing financial controls, and optimizing organizational structures to achieve sustainable growth.

Navigating Market Downturns and Business Stability

Market fluctuations are inevitable. Our team supports your business by swiftly identifying inefficiencies, managing cost structures effectively, refining strategic direction, and reinforcing leadership resilience to navigate challenging times.

Succession and Exit Planning

Strategically preparing for business transitions, including exit planning or succession management, is vital. Our comprehensive advisory services ensure your company is fully prepared, positioned, and structured to maximize value and achieve seamless transitions.

Founder Advisory

We provide deeply personal, one-on-one advisory support for founders. Our work combines business strategy, leadership development, and space to work through what’s on your mind — whether it's business, personal, or somewhere in between.

Each week, we meet for a focused session that includes:

  • Mindspace Review: An open, confidential check-in on what's keeping you up at night.

  • Strategic Advisory: High-level planning and problem solving for your company’s growth.

  • Accountability: Tracking key priorities and commitments to keep progress on track.

This is not therapy, but it’s highly therapeutic. We create space for founders to think clearly, lead confidently, and move forward with focus.

Depending on your needs, we may also join strategic meetings, support planning sessions, or serve as a long-term thought partner.

Fiscal Operations & Financial Strategy

Our specialized financial experts provide lower middle market businesses with robust financial planning, fiscal operations expertise, and strategies to maintain financial stability and preserve cash during periods of growth or market fluctuations.


Lower Middle Market Business Services

Founded Partners delivers tailored financial, strategic, and personal advisory services—supporting lower middle market companies through fundraising, operational excellence, market stability, succession planning, founder guidance, and financial strategy—to drive sustainable growth, stability, and long-term success.