M&A Advisory and Business Strategy

We align value propositions with investment theses to maximize business potential.

Built by Founders, for Founders.

Unlike traditional M&A firms, every managing partner at nClude Capital has built, scaled, and operated businesses themselves, while also gaining extensive M&A experience. We understand both the financial and emotional complexities of major business decisions because we’ve been through them.

Our unique blend of M&A expertise, operational insight, and capital market experience ensures smarter strategies and better outcomes for our clients.

Our Differentiators:

  • Firsthand Founder Experience

  • Deep Capital & Operational Expertise

  • Tailored, Flexible Approach

Meet Our Team

Our Services

At nClude Capital, we empower business owners and investors with the strategic insight and execution expertise to navigate mergers and acquisitions with confidence.

Unlike traditional M&A firms, our managing partners have built, led, and sold businesses themselves. We’ve stood in your shoes and bring firsthand experience in both the financial and operational realities of M&A, ensuring a more aligned, strategic, and successful outcome.

Our firm operates across two integrated yet distinct service lines, designed to meet clients at different stages of their business growth and investment strategy:

  • We guide business owners and investors through the entire M&A transaction process, whether they’re selling a company, acquiring a business, or seeking capital solutions.

    Our team provides hands-on advisory services, leveraging deep operational experience and financial expertise to drive value-maximizing outcomes.

    Who it's for: Business owners, investors, and private equity groups who need full-service M&A execution, from deal sourcing to close.text goes here

  • Beyond transactions, we offer strategic consulting to help companies define, refine, and execute their growth and investment strategies. Whether you're evaluating acquisition opportunities, refining your go-to-market (GTM) approach, or optimizing operational efficiencies, we provide data-driven insights and actionable roadmaps.

    Our consulting expertise includes:

    • Business Strategy – Investment roadmaps, target identification, valuation frameworks, and integration planning

    • Go-To-Market (GTM) Strategy – Market positioning, sales acceleration, and growth frameworks

    • Operational Strategy – Process optimization, financial modeling, and scalability planning

    Who it's for: Companies, investors, and leadership teams seeking expert guidance

What Sets Us Apart?

  • Firsthand Founder Experience – Every partner has built, scaled, and exited businesses, giving us unique empathy for owners.

  • Deep Capital & Operational Expertise – We don’t just understand deals—we’ve built, led, and optimized companies from the inside.

  • Tailored, Flexible Approach – Whether you need full deal execution or strategic guidance, we meet you where you are.

Get Expert Guidance

Meet Our Team

  • Founder, Managing Partner

    • Deep expertise across venture capital, buyouts, and credit markets

    • Co-founder of Gun Lake Investments, a leading Tribally-owned private equity firm

    • Former roles at Fifth Third Bank, Silicon Valley Bank, and Gun Lake Tribe

    Education: MBA – University of Michigan | MSF – Walsh College | BBA in Finance & Accounting – Western Michigan University

  • Managing Partner, COO

    • Serial entrepreneur and business strategist with deep financial expertise

    • Former COO of a lower middle-market, family-owned firm

    • Commercial real estate investor and business advisor for SBDC

    Education: MBA – Rice University | BA in Psychology – University of Victoria

  • Managing Partner

    • Extensive experience in venture capital, corporate VC, and entrepreneurship

    • Advisor to multiple venture firms and host of EIR Live Podcast

    • Formerly at Mach49, SAP, Techstars, and Dell

    Education: JD – Northwestern/Pritzker School of Law | BA in Engineering – Northwestern University

  • Senior AI Strategist

    • Enterprise SaaS revenue and GTM architect with deep expertise in AI-driven sales enablement and cloud

    • ERP solutions SVP, Sales — North America at Rootstock Software, a leading Salesforce ISV for manufacturing ERP

    • Former Regional Vice President, Central US Manufacturing Vertical Lead at Salesforce

    • Founder & Managing Director of Kaser Capital, advising mid-market SaaS firms on AI-powered revenue architecture

      Education: BS – Miami University, Business & Finance

  • Senior Analyst

    • M&A transaction experience at leading firms; Toigo & LunaCap Fellow​

    • Founder, Joliet Latino Economic Development Association​

    • Previous Experience: Cabrera Capital & High Street Capital

      Education: University of Chicago Booth School of Business: MBA; Stanford University: BS Management Science and Engineering

Our Experts