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Helping Companies Achieve Long-Term Success

Penn River Capital is a small business advisory firm with a focus on the lower middle market. We view each situation as a unique opportunity to leverage our financial and operational skills, prior deal experience and broad network of trusted relationships in the financial community to help companies achieve long term success. 

What We Do

Sell-Side M&A Advisory

Prepare for & execute a sale process, including positioning, buyer ID and outreach, diligence coordination, and negotiation and closing support.

Recapitalizations & Ownership Transitions

Advise owners evaluating partial liquidity, management buyouts, family succession issues, and new financial partners.

Valuation & Strategic Review

Assess available paths before committing to a specific transaction, including a sale, capital raise, recapitalization, and all other options.

Special Situations & Distressed Advisory

Support businesses and advisors in underperforming businesses, bankruptcy-related transactions, and non-core asset sales.

Who We Work With

We advise privately-held businesses, family-owned companies, founders, ownership groups, and management teams as they evaluate major strategic or financial decisions.

  • Owners considering a sale or partial liquidity event 

  • Businesses evaluating succession or ownership transition options 

  • Companies that have received unsolicited buyer or investor interest 

  • Shareholders or family members seeking clarity on strategic alternatives 

  • Businesses pursuing growth capital, recapitalization, or a financial partner 

  • Companies facing performance pressure, lender concerns, or distressed transaction dynamics 

  • Advisors whose clients need experienced transaction guidance before making a major decision 

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