Spend more time dealmaking. Less time originating.
For independent M&A advisors and small boutique firms who would rather close deals than build a back office. You lead the relationships. We run the platform: buyers, research, outreach, tools and a team behind every deal.
Apply todayTwo models, one ceiling.
At a firm
You build their book
- You do the work. The firm keeps most of the fee.
- A retrade costs you time and the deals you passed up.
- No say in how the firm is run.
- Nothing you build leaves with you.
On your own
You are the whole firm
- You are the marketer and the deal team.
- No buyer list, data room or QoE tools.
- No brand or platform behind you.
- Admin eats the hours owners need.
Either way
Sellers who are not ready stall or sign elsewhere years later, and failed processes leave them too fatigued to pay for another.
You lead the relationships. We run the platform.
The advisor
You
- Owner and founder conversations
- Buyer and referral relationships
- Pitching and winning engagements
- Negotiating alongside the deal team
- Licensed where the deal requires it
The platform
Capital Row
- Your website profile and LinkedIn content
- Sector research and origination
- Deterministic intelligence tools, AI-assisted
- Automations and workflows that cut the admin
- A business phone number with SMS
Live Q1 2027
CapXchange, and one of the only deterministic quality-of-earnings tools built by certified public accountants on the market.
Capital Row is the wedge.
Buyers know software. Operators know the work. In healthcare, many of the same firms buy the services businesses and the software that runs them. Capital Row reads both, with a managing director over each desk, and acts for one side of each deal.
The software
Vertical software
Bought by PE platforms, strategics and holdcos.
Capital Row desks advise here
Capital Row
reads each industry from both sides
The work
The working economy
The clinics, fleets and crews that run on it.
Practice brands advise here
Six healthcare software desks
Healthcare
Open now
Behavioral Blueprints
The next desk
Your industry
Next
Your practice brand
How a desk opens
One or two mandates and a managing director who knows the industry. Then we map its buyers, deal flow and strategy, and any exposure to AI.
Start. Scale. Own.
01 · Start
The bench
A split of every deal you bring in. We run the buyers, process and materials.
02 · Scale
Your own brand
A fully managed practice brand of your own. Take it with you if you leave.
03 · Own
The partner track
A path to partnership for leaders who build the firm with us.
- Introductions credited to you, on record
- Attribution and departure terms in writing
Your first year.
01Set up
- Onboarding and playbook training
- Website profile and content plan live
- CRM, workflows and an SMS phone line
02Research
- Sector research delivered
- Buyer maps and company profiles
- Your vertical in our outreach campaigns
03Pipeline
- Weekly pipeline reviews and coaching
- Deal support on every engagement
- First quarterly partner meeting
04Review
- Annual review of your track and results
- Next year’s plan, set together
- A move to Scale or Own, when you’re ready
OngoingResearch, deal materials, preparation and a team behind every engagement.
Who thrives here.
Background
Who you are
- M&A advisors and brokers
- Exited founders and tech founders
- Retired executives
- Commercial real estate brokers
Working style
How you work
- Closed deals you can walk us through
- Relationships in software, healthcare or services
- Fully remote and comfortable with technology
- Pipeline logged in the CRM within 24 hours
- Collaborative: a good deal works for everyone
- Time in the field, not in admin
- Other income streams welcome
Three minutes to apply. One real conversation.
Apply
Your LinkedIn profile, and your CV if you like. About three minutes.
The Deal Table
Thirty minutes on your practice and your goals. We’ve learned a conversation tells us more than a form.
An answer
A person reads every application. You hear back with an answer and honest feedback, either way.
Choose your seat
Start, Scale or Own, at one of our six open desks or the next one you open, with terms agreed in writing before you join.
Pull up a chair.
My team and I are building Capital Row with advisors, not around them. Tell us about your deals and how you want to build.
- LinkedIn profile, CV optional
- Read by a person on our team
- An answer and honest feedback, either way
Why we’re building it
Too many sale processes fall apart after the fee agreement is signed, and too many advisors do the work while someone else keeps the fee.
We’re building a platform for experienced advisors: intelligence, playbooks, workflows and deterministic quality-of-earnings engines, a brand you can take with you, and a path to own part of what you build.
People are the last mile of every deal. We work with transparency, integrity and honesty, and as we grow, our advisors train the next generation.
Thank you. Your application is in.
A person on our team reads every application.
Your next step: start the conversation. We’ve learned a conversation tells us more than a form. It’s an interview of a different kind: your deals, your relationships and how you want to build.
Start the conversationAfter we talk, you’ll hear from us with an answer and honest feedback either way.
What comes with Capital Row
- Your website profile and LinkedIn content
- Sector research and origination
- Deterministic QoE tools built by certified public accountants, launching Q1 2027
- Automations and workflows that cut the admin
- A business phone number with SMS
Why we’re building it
Too many sale processes fall apart after the fee agreement is signed, and too many advisors do the work while someone else keeps the fee.
We’re building a platform for experienced advisors: intelligence, playbooks, workflows and deterministic quality-of-earnings engines, a brand you can take with you, and a path to own part of what you build.
People are the last mile of every deal. We work with transparency, integrity and honesty, and as we grow, our advisors train the next generation.
What advisors ask us first.
What happens after I apply?
A person on our team reads your application, and you book The Deal Table: thirty minutes on your practice and your goals. After it, you hear back with an answer and honest feedback, either way.
Do I have to leave my current firm to talk?
No. Tell us about any commitments you have today, and we will respect them in every conversation.
What’s your tech stack?
HubSpot runs our CRM, pipeline, workflows and a business phone line with SMS. Around it: your profile on thecapitalrow.com, Buyer Maps and acquisition criteria sheets, enterprise value scoring, and deal materials with a data room. CapXchange and our quality-of-earnings tools built by certified public accountants go live in Q1 2027.
Who keeps my clients and contacts if I leave?
Client attribution and departure terms are agreed in writing before you join, so both sides know the answer from the start.
Is every service running today?
We are building with a founding group, and we tell you plainly which services run today and which are still coming. CapXchange and our quality-of-earnings tools built by certified public accountants go live in Q1 2027.
Pull up a chair.
Tell us about your deals, your relationships and how you want to build.
Capital Row is an independent advisory firm. Affiliation, compensation and brand terms are agreed in writing before any advisor joins.