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Get In Touch

Thank you for your interest in Podium Partners. 

We encourage business owners, management teams, and financial sponsors to reach out to us.

Let us know how we can help, and a team member will be in touch with you shortly. 


New Canaan Office 

276 White Oak Shade Rd. 

New Canaan, CT, 06840

New York Office


1345 Avenue of the Americas,  33rd Floor, New York, NY, 10105

Postbox 23

+1 (718) 200-5086


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Referral Program

Referral Program

Become a Podium Partners referral partner. This is our boots-on-the-ground program focused on scoping out privately held businesses with $2+ million in EBITDA, led by business owners who are either looking to sell or would like to partner up with a value-added investor.


Upon substantive introductions that result in a closed transaction, Podium Partners is open to paying out referral fees. For more information regarding our Referral Program, please see our short walkthrough below, and feel free to reach out to one of our professionals to learn more:

Identify and refer a business in line with Podium's market focus and client criteria.


Our team leans in to review the business.


When the deal materializes, you receive an agreed-upon Podium Referral Fee. 



Share the high-level business profile with us via our submission form.


If we deem the business a good fit with our strategy, you introduce us via email and ensure a response from the founder.


Celebrate your first successful close as a Podium Referral Partner!

Submit your business lead,

we'll get back to you shortly.

Thanks for submitting!


Frequently Asked Questions 

View the frequently asked questions by clients and intermediaries below.

  • Why do I need an investment bank to sell my company?
    Selling your company could be one of your most important - and most stressful life events. Clients love using our services, because we are seasoned bankers, and we have your back throughout the process. Many business owners are subject matter experts in their respective fields but lack experience and know-how when it comes to mergers & acquisitions. On the other side of the table, you will encounter highly sophisticated investors and unless you have an experienced team of advisors, assisting you, the process of selling or buying a business can quickly become overwhelming and lead to overlooked details and nuances that can lead to significant differences in terms and final proceeds. An M&A process often resembles to a roller coaster ride with many ups and downs, but we have the stamina and experience to assist you and your team, come what may. We genuinely care about our clients and are not afraid to go the extra mile to accomplish your objectives. We streamline a complicated process into a simple one and help you with: - End-to-end M&A process and strategy management - Deal structuring - Evaluating offers and alternatives - Owner education and coaching - Negotiating deal terms - Enabling management to focus on running the company - Adding credibility and professionalism to your M&A process
  • How do I know that Podium can help me sell my company?
    We have a large network of investors looking to acquire companies and deploy capital. Mergers and acquisitions are one of the most important services that Podium offers. Some general roles and responsibilities in M&A include: - Market and sell companies - Find potential investment opportunities - Negotiate deals with businesses and investors - Recommend the best terms and timing for an acquisition - Market debt or equity issuance to investors Podium Partners has been successful in transactions in the lower middle market. For more information, see the ''Transactions'' page. For free consulting regarding your personal goals, business needs, or strategic alternatives, please feel free to reach out to one of our professional, and we will be happy to set up in-person or virtual meeting with you.
  • Do I need to prepare my business for sale, or can I put it on the market now without advance preparation?
    Maximize Your Business Value with Podium Partner's M&A Preparation and Planning Package. At Podium Partners, we understand that selling a business is a critical and life-changing decision for business owners. Preparing your business for sale well in advance is crucial to ensure a seamless and successful transaction. Our team of experienced investment bankers specializing in guiding lower middle market and middle market business owners through the process. We proudly offer a comprehensive Pre-Sale Preparation Package to help you maximize your business value and achieve the best possible outcome. Why Prepare Your Business for Sale Ahead of Time: Maximize Business Value: Early preparation allows you to identify areas of improvement, optimize operations, and enhance financial performance, ultimately leading to a higher business valuation and better offers from potential buyers. Attract High-Quality Buyers: A well-prepared business with organized financials and a solid growth strategy is more likely to attract the attention of serious, high-quality buyers who are willing to pay a premium for your business. Expedite the Sales Process: By addressing potential issues and streamlining your business operations beforehand, you will significantly reduce the time it takes to close a deal, saving you time, stress, and money. Improve Negotiating Power: When you are well-prepared, you better understand your business's strengths and weaknesses, which can be leveraged during negotiations to secure the best possible deal terms. Our Pre-Sale Preparation Package: Podium Partners offers a tailored Pre-Sale Preparation Package designed to help you achieve the highest possible value for your business. Our package includes: Business Valuation: Our experienced team will thoroughly analyze your business to determine its fair market value, highlighting areas for improvement and potential value drivers. Financial Review & Clean-Up: We will help you organize and streamline your financial records, ensuring accuracy, consistency, and transparency for potential buyers. Operational Assessment: Our experts will analyze your business operations and provide recommendations for optimizing efficiency and profitability. Growth Strategy Development: We will work with you to develop a strategic growth plan that showcases your business's potential and attracts the right buyers. Marketing Collateral Preparation: Our team will create a professional and engaging Confidential Information Memorandum (CIM) to present your business to prospective buyers in the best possible light. Pre-Sale Due Diligence: We will help you address any potential issues that may arise during the sale process, minimizing surprises and reducing the risk of a deal falling through. By choosing Podium Partner's Pre-Sale Preparation Package, you can rest assured that your business will be well-positioned for a successful sale. Our dedicated team of investment bankers will be with you every step of the way, providing expert guidance and support to ensure you achieve the best possible outcome. Contact us today to learn more about how we can help you prepare your business for sale and maximize its value.
  • What does the process of selling my company look like?
    The Podium M&A process in broad steps looks as follows: Podium onboarding Preparing to go to market Go to market Negotiations Due diligence Closing
  • How long does it take to sell a business?
    Depending on the size, region, financing, industry, management, due diligence, and attractiveness of the eventual purchaser, on average it can take anywhere between 6 and 12 months. Please note that some transactions might be shorter or longer based on our client's needs. Podium Partners is here to help seamlessly guide this process at every step of the process.
  • Too whom will my company be sold? Will it still be in good hands?
    We are deeply committed to finding the right buyer for you. Whether that is a financial or a strategic buyer, we only match your company with a buyer that fits your business ethos and will do right by the existing employees. In our experience, finding a cultural fit between both parties is an absolute must for creating transaction success. Podium always strives to create a win-win situation, so you can be sure the company you built will be in good hands.
  • Can Podium Partners help me raise capital for my business needs?
    Yes, we have a large network of investors who are looking to deploy capital through equity and debt with the right partner. We understand how important additional capital can be to fuel growth or bridge a temporary gap in your budget. Please reach out to us if you are thinking about raising growth capital for your business.
  • Someone I know is considering selling their business; can Podium help?
    Yes, selling businesses is our bread and butter; become a Podium Referral Partner! By filling out our referral program questions, we learn more about your contacts' business. We will closely examine the information you send us and will be in touch with you shortly. Don't forget; you can celebrate the referral success fee when the transaction is complete!
  • What kind of advisory work does Podium Partners offer, can you give me some examples?
    Podium's advisors work hand-in-hand with companies to proactively identify the organization's opportunities or problems before they occur and then strategize with the CEO or other C-suite executives to develop the right roadmap for achieving success. Consulting and advisory services include: - Quality of Earning report (QoE) - Valuation reports - Performance measurement - Building case studies - Problem identification and analysis - Financial modeling and analysis - Investor deck & pitch deck creation - M&A preparation Please get in touch with Podium Partners for more information on our advisory services.
  • Why is Podium Partners in the Lower and Middle Market?
    Big investment banks do not tend to play in this segment of the market, and business brokers, usually focused on smaller deals, are not always equipped to service bigger companies with more complex operations. If you are a business owner of a $5-100 million Revenue organization, you can count on Podium's investment banking expertise to fill this gap in the advisors market. Your company deserves the best possible representation. At Podium Partners, our goal is to provide you with type of advisory quality that is usually reserved for larger organizations.

Still have Questions?

Get in touch with Podium Partners for any other questions you might have.

We are here to help!

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