What Dubb Value Creation does

Dubb Value Creation is a privately held, founder-led boutique management consulting firm founded in 2017 by CEO Jonathan Wilson and headquartered in West Hollywood, California. The firm provides M&A advisory, investment banking, and business brokerage services to middle-market companies — primarily those with revenues under $50 million, with a stated vertical emphasis on technology and innovation sectors including FinTech, MedTech, EdTech, and EV. Its core offerings are organized into two full-lifecycle engagements (Buy-Side M&A Advisory and Sell-Side M&A Advisory) plus a modular A La Carte menu covering Market Analysis, Due Diligence, Valuation, Post-Merger Integration, and Strategic Initiatives. Securities are offered through a regulatory partnership with Finalis Securities LLC (FINRA/SIPC member), enabling the firm to execute licensed investment-banking transactions without holding its own broker-dealer registration.

The firm operates a relationship-driven, consultative go-to-market targeted at C-suite leaders, private equity firms, and business owners, supported by a content-and-thought-leadership engine comprising white papers, podcasts, webinars, and earned media (USA Today, IBTimes, Studio 17 Live). Pricing is quote-based across professional-services and transaction-fee models; no pricing is publicly disclosed. Underlying technology is described in marketing language as "proprietary research frameworks, predictive analytics, and AI-assisted systems," but no proprietary platform, API, or data asset is disclosed beyond standard advisory tooling. The firm is minority-owned and emphasizes an inclusive approach to M&A, with affiliations publicly listed alongside Goldman Sachs, Raymond James, Winstead, Arroyo West, and the Better Business Bureau.

Name

Dubb Value Creation

Legal name

Dubb Value Creation

Website

https://dubbvalue.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Dubb Value Creation is a West Hollywood-based boutique M&A advisory and investment banking firm founded in 2017, serving middle-market companies under $50M in revenue — particularly in tech sectors — with buy-side, sell-side, and a la carte transaction services via founder Jonathan Wilson.

Ownership category

akta.pro rank

Product category

M&A Advisory Services

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Buy-Side M&A Advisory (FSAEAGAB)

akta.pro secondary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• M&A advisory services
• Investment banking
• Business brokerage
• Management consulting
• Business valuation

Headquarters

HQ city

West Hollywood

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. M&A Advisory Services: Comprehensive M&A advisory services including buy-side and sell-side advisory, covering the entire transaction lifecycle from strategy development through post-merger integration. Services are billed as professional services engagements.
2. Investment Banking: Licensed investment banking services for business valuation, transaction execution, and deal structuring. Securities are offered through Finalis Securities LLC.
3. Business Brokerage: Business brokerage services for buying and selling companies, connecting buyers and sellers and facilitating transactions.
4. Consulting Services: Management consulting services including market analysis, due diligence support, valuation services, and strategic initiatives delivered on a project or retainer basis.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Dubb Value Creation is a boutique management consulting and investment banking firm that provides end-to-end M&A advisory services for middle-market companies with revenues up to $50 million. The firm combines business brokerage, investment banking, and management consulting under one roof, offering Buy-Side and Sell-Side M&A Advisory as core offerings and A La Carte services including Market Analysis, Due Diligence Support, Valuation Services, Post-Merger Integration, and Strategic Initiatives. Securities offerings are executed through Finalis Securities LLC.

Product overview

Dubb Value Creation is a boutique management consulting and investment banking firm offering a unified suite of M&A advisory services. The core offerings include Buy-Side M&A Advisory and Sell-Side M&A Advisory, which provide end-to-end transaction support from strategy development through post-merger integration. The A La Carte services module allows clients to purchase individual components: Market Analysis, Due Diligence Support, Valuation Services, Post-Merger Integration, and Strategic Initiatives. Together, these services combine business brokerage, investment banking, and analytics capabilities under one roof for middle-market companies with revenues up to $50 million.

Differentiator

Problem solved

Functional benefit

Products and services

• Buy-Side M&A Advisory Advisory services for businesses, private equity firms, and individual investors to identify, evaluate, and execute acquisitions that maximize value while minimizing risk, including M&A buy strategy, target assessment, due diligence, and integration support.
• Sell-Side M&A Advisory Advisory services helping business owners, corporate entities, and private equity firms maximize value, secure the right buyer, and streamline the sale process with financial and legal security for a smooth transition.
• Market Analysis Strategic market insights providing clarity on market dynamics, competitive forces, and industry trends, including industry insights, competitive landscape evaluation, valuation benchmarking, and regulatory assessment.
• Due Diligence Support Comprehensive due diligence services creating infrastructure with governance routines, establishing virtual data rooms, and conducting operational and financial analysis for informed decision-making.
• Valuation Services Data-driven, expert-backed business valuation assessments providing in-depth financial analysis, company risk assessment, and valuation modeling for negotiations, strategic planning, and investment decisions.
• Post-Merger Integration Structured post-merger transition services driving long-term value capture through integration strategy, operational alignment, cultural alignment, technology integration, and synergy realization.
• Strategic Initiatives Actionable strategic roadmaps for long-term growth through visioning, strategy development, performance assessment, and growth roadmap planning.

Quantifiable outcome

• Played pivotal role in nine-figure transaction demonstrating ability to drive real outcomes in high-stakes environments
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered minor.

• WinsteadminorOthersListed as a partner and affiliation on the company's website.
• Arroyo WestminorStrategic or Co-development PartnerListed as a partner on the company's website indicating a collaborative relationship.
• BBB (Better Business Bureau)minorOthersBBB Accredited Business designation indicates the company has met BBB accreditation standards for trustworthiness and ethical business practices.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Calder Capital: Calder Capital is a boutique M&A advisory firm serving lower-middle-market businesses with sell-side and buy-side advisory. Directly comparable in scale, customer segment (revenue under $50MM), and advisory services offered.
• Woodbridge International: Woodbridge International is a global middle-market M&A advisory firm offering sell-side and buy-side advisory for businesses typically in the $5MM-$250MM range. Comparable boutique model and middle-market client focus.
• First Choice Business Brokers: First Choice Business Brokers provides business brokerage and M&A advisory for small and mid-sized businesses, with a focus on transactions similar in size to those targeted by Dubb Value Creation.
• Cornerstone Business Services: Cornerstone Business Services is a boutique M&A advisory firm focused on selling lower-middle-market businesses, offering a comparable combination of valuation, deal advisory, and transaction support.
• Morgan & Westfield: Morgan & Westfield provides M&A advisory, business brokerage, and valuation services for lower-middle-market companies, directly overlapping with Dubb Value Creation's service mix and target customer segment.
• Generational Group: Generational Group is one of the largest middle-market M&A advisory firms in the US, helping sell-side business owners in the same sub-$50MM-to-mid-cap revenue segment with valuation, deal sourcing, and transaction execution. Highly comparable business model and customer base to Dubb Value Creation.
• Raycliff Capital: Raycliff Capital is a boutique M&A advisory and investment banking firm serving middle-market companies with sell-side, buy-side, and capital raise services. Comparable boutique model and middle-market focus.
• Carter Morse & Mathias: Carter Morse & Mathias is a boutique investment bank focused exclusively on sell-side M&A advisory for closely-held and family-owned middle-market businesses. Closely aligned in service specialization and customer profile.
• Benchmark International: Benchmark International is a global M&A advisory firm specializing in private businesses with revenues typically under $50MM, providing sell-side advisory and acquisition search services. Strong overlap with Dubb Value Creation's target market and service offering.

Broad incumbents

• Houlihan Lokey: Houlihan Lokey is a global investment bank with a large M&A advisory practice serving middle-market and large-cap clients. While offering overlapping buy-side and sell-side M&A services, it operates at significantly larger scale and broader market scope than Dubb Value Creation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/DubbValue
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/dubbvalue

Compliance3 records

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 Dubb Value Creation