RB Price & Company

What RB Price & Company does

R.B. Price & Company, Inc. is a privately held US middle-market capital advisory firm founded in 1976 by Richard B. Price, a former McKinsey consultant and president of Philadelphia Suburban Corporation (later Aqua America). The firm operates a dual business: traditional advisory services for acquisitions, exits, and capital transactions in the $50-500M equity value range, and a technology platform anchored by DealChase.ai.

DealChase.ai is an AI-powered marketplace and workflow platform that bilaterally matches capital seekers (middle-market companies) with 1,500+ capital providers. The platform is built on a suite of ten integrated modules - SellPQ, BuyPQ, EquityPQ, BorrowPQ, StartUpPQ, PropertyPQ, ValuationPQ, BorrowingBasePQ, AdvisorPQ, and CapitalPQ - covering the full M&A, debt, and equity deal lifecycle, supported by encrypted virtual data rooms and an AI assistant ('Ask Chase'). The platform has supported $20B+ in transactions and completed 1,000+ valuations benchmarked against millions of businesses.

The firm monetizes through monthly SaaS subscriptions of $79-$299 (with a free tier), a 2% transaction fee split between capital seeker and provider on consummated deals, and bespoke advisory fees. Distribution is dual-track: self-serve SaaS for the long tail of middle-market companies, complemented by direct enterprise advisory for PE firms and larger deals. The firm also curates a 1,000+ CEO talent pool spanning 17 industries and operates Backable CEO and Placeable CEO programs for PE-backed acquisitions.

Name

RB Price & Company

Legal name

R.B. Price & Company, Inc.

Website

https://rbprice.com

Company type

Private

Founded year

1976

Operating status

Operating

Short description

R.B. Price & Company is a privately held US firm that advises middle-market companies on M&A and capital transactions (1976) and operates DealChase.ai, an AI-powered marketplace matching capital seekers with 1,500+ capital providers via ten integrated deal-workflow tools.

Ownership category

akta.pro rank

Product category

Middle Market Capital Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940), Software Publishers (513210)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Loan Brokers (6163)

akta.pro industry

PRIMARYBPAHAOAL

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Middle market advisory
• Capital transaction platform
• AI deal matching
• M&A technology
• Executive search services

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. SaaS Subscriptions: Monthly SaaS subscriptions for DealChase.ai platform access ranging from $79 to $299 per month. Provides access to transaction tools, AI matching, and virtual data rooms.
2. Transaction Fees: On consummated transactions, DealChase charges 1% to the capital seeker and 1% to the capital provider (2% total per completed deal), in addition to subscription fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

R.B. Price & Company delivers middle-market capital transaction advisory and executive search services through DealChase.ai, an AI-powered SaaS marketplace that matches companies seeking capital with more than 1,500 vetted capital providers. The firm supplements platform subscriptions with traditional advisory engagements, talent pools, and transaction commissions for deals in the $50 million to $500 million range.

Product overview

R.B. Price & Company operates a platform-plus-modules architecture centered on DealChase.ai, an AI-powered capital transaction platform that serves companies in the $10 million to $200 million revenue range. DealChase.ai includes ten integrated transaction tools (SellPQ, BuyPQ, EquityPQ, BorrowPQ, StartUpPQ, PropertyPQ, ValuationPQ, BorrowingBasePQ, AdvisorPQ, and CapitalPQ) that cover the full M&A, debt, and equity deal lifecycle — from company valuation and borrower pre-qualification to deal matching, deal rooms, and capital provider portals. The platform is part of the broader PQ Suite of capital transaction platforms. Alongside the technology platform, the firm provides advisory services including executive search (Backable CEO and Placeable CEO programs) and access to a talent pool of 1,000+ CEOs across 17 industries, primarily serving the $50–$500 million deal equity value range.

Differentiator

Problem solved

Functional benefit

Brands

• DealChase.ai: AI-powered marketplace matching capital seekers with 1,500+ capital providers, supporting M&A, debt, and equity transactions with 10 integrated tools.
• PQ Suite

Products and services

• DealChase.ai AI-powered capital transaction marketplace and SaaS platform that connects companies seeking capital with a network of more than 1,500 vetted capital providers and supports the full middle-market transaction lifecycle through the PQ Suite of modules, virtual data rooms, automated workflows, and the Ask Chase AI assistant.
• Advisory Services Traditional middle-market advisory engagement covering capital transactions, M&A, and executive search for companies and deals in the $50 million to $500 million range, delivered by Founder and CEO Richard B. Price and the R.B. Price & Company team.
• Backable CEO Program Program that prepares operating executives to be credible and ready CEOs for private equity-backed acquisitions and capitalizations, pairing them with sponsors and portfolio opportunities.
• Placeable CEO Program Program that sources and places operating executives into PE-backed companies undergoing acquisitions or capitalizations, leveraging the firm's curated CEO talent pool.
• CEO Talent Pool Curated pool of vetted operating executives that gives private equity sponsors and portfolio companies confidential access to leadership candidates aligned with their transaction and operating mandates.

Quantifiable outcome

• Supports $20B+ in transactions
• +4 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature14 records

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Forge (Forge Global): Forge operates a private shares marketplace and provides liquidity solutions for private-company stock. Directly comparable to DealChase.ai's capital-seeker to capital-provider matching thesis, with a similar dual-sided marketplace model and transaction-fee monetization.
• Carta: Carta is the dominant cap-table, equity management, and private-market liquidity platform serving venture-backed and private companies. Directly comparable to DealChase.ai's EquityPQ and capital-formation tooling, serving an overlapping founder/finance-officer buyer with subscription + transaction-based pricing.
• Altais (Datasite): Datasite provides AI-powered virtual data rooms and M&A deal-management tools to investment banks, law firms, and corporate development teams. Directly comparable to DealChase.ai's data room and advisor workspace offerings (AdvisorPQ) for deal intermediation.
• AngelList (AngelList Venture / Roll): AngelList operates fundraising, syndication, and rolling-fund platforms connecting early-stage companies with investors. Closely comparable to StartUpPQ and EquityPQ in DealChase.ai, addressing similar middle-market and growth-stage capital-formation workflows with a SaaS-plus-fee model.
• SS&C Intralinks: SS&C Intralinks provides virtual data rooms and deal-management software for M&A, capital markets, and lending transactions. Directly comparable to DealChase.ai's encrypted virtual data rooms and deal workflow automation, serving middle-market and enterprise deal teams.
• EquityZen: EquityZen is a private-investment marketplace that matches investors with shareholders seeking liquidity in pre-IPO companies. Comparable to DealChase.ai's bilateral matching between capital seekers and providers, with a similar transaction-fee revenue model.

Emerging players

• Sourcescrub: Sourcescrub is a deal-sourcing platform for M&A advisors and private equity firms, providing proprietary deal flow and target identification. Comparable to DealChase.ai's CapitalPQ deal-flow portal for capital providers, with similar middle-market and PE buyer overlap.
• Crunchbase: Crunchbase provides deal-sourcing intelligence and a company/investor marketplace used by capital seekers and providers. Comparable to DealChase.ai's discovery layer for capital providers and seekers, with overlapping buyer personas but a less transactional monetization model.

Broad incumbents

• Nasdaq Private Market: Nasdaq Private Market operates a regulated secondary trading platform and provides cap-table and liquidity solutions for private companies. Comparable to DealChase.ai's bilateral matching and equity-capital-formation offering, but with deeper institutional backing and broader market infrastructure.

Regional players

• Middle-market M&A advisory boutiques (e.g., Chaffe & Associates): Traditional middle-market M&A advisory boutiques compete for similar deal flow in the $50-500M equity value range. Comparable to R.B. Price's legacy advisory business and to the AdvisorPQ workspace that brings intermediation in-house onto the DealChase.ai platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/rb-price-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RB Price & Company