CrossBridge Advisory
Mergers & Acquisitions | Independent Sponsorship | Strategic Growth Advisory
Welcome to the CrossBridge Advisory
Where We Build Your Visions
CrossBridge Advisors is a boutique M&A advisory firm and independent sponsor focused on lower middle-market transactions. We specialize in helping entrepreneurs, family-owned businesses, and private equity firms navigate complex transitions, capital raises, and growth strategies. With deep operational insight and capital markets expertise, we bridge the gap between opportunity and execution.
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(614) 285-7066
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Our Core Capabilities
CrossBridge Advisory specializes in M&A, independent sponsorship, and strategic advisory to help clients maximize value and drive growth.
Mergers & Acquisitions Advisory
- Buy-side and sell-side representation
- Transaction structuring and valuation
- Transaction structuring and valuation
- Capital sourcing and recapitalizations
Independent Sponsor
- Sourcing and sponsoring platform and add-on acquisitions
- Raising aligned capital from institutional and family office investors
- Hands-on post-close support to drive value creation
Strategic and Operational Advisory
- Pre-transaction readiness planning
- Post-close integration and performance improvement
- Debt optimization and reinvestment strategies
Target Transaction Profile
EBITDA Range: Up to $20 million
Geographic Focus: North America
Deal Types: Control or significant minority investments, management buyouts, recapitalizations, growth equity
Industry Focus
We bring deep expertise across key industries to deliver tailored solutions. Our focus spans healthcare, business services, industrial, and construction-adjacent sectors.
Business Services
- B2B outsourced solutions
- Compliance, risk, and tech-enabled services
- Human capital and professional services
Construction-Adjacent
- Facility services and maintenance
- Infrastructure support and logistics
- Infrastructure support and logistics
Healthcare
- Multi-site provider platforms
- Behavioral health & outpatient services
- Specialty care and ancillary services
Industrial
- Niche manufacturing
- Value-added distribution
- Industrial services and aftermarket support
Strategic Partners
CrossBridge Advisory partners with a curated network of experienced professionals and institutional collaborators, including:
Operational Experts
01.
Legal and Compliance Strategy
02.
Capital Providers
03.
Industry Veterans
04.
Our Differentiators
What sets us apart is our proven execution in complex lower-middle market deals and a value-driven, founder-aligned philosophy. With flexible capital solutions and hands-on operational support, we help businesses scale with confidence post-close.
Value-Driven Philosophy
Alignment with founders and investors to drive sustainable growth.
Flexible Capital Solutions
Deep network of capital partners for equity and debt placements.
Hands-On Approach
Operational involvement to professionalize and scale businesses post-close.
Our Team
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Matt Orr
Managing Partner
Matt brings over 15 years of experience advising and investing in privately held companies across the healthcare, business services, and industrial sectors in the venture, middle market private equity and family office arenas. He is known for his strategic clarity, deal execution rigor, and ability to align capital with long-term business vision.
Devin Schaffer
Managing Partner
Devin is a seasoned advisor with 20 years of experience in legal strategy, corporate governance and M&A execution in both the large law firm and Fortune 25 context. He brings a unique blend of risk insight, business acumen, and operational understanding to every engagement.