Value Builder U.S.
Value Builder U.S. is a Denton, Texas-based boutique financial advisory firm operating the proprietary Value Builder System to assess and improve business sellability for middle-market family-owned and emerging growth companies with enterprise values between $2.5 million and $250 million, offering M&A advisory, capital formation, debt restructuring, and business process improvement services in affiliation with Dumas Capital Partners.
- Company typePrivate
- Founded2019
- HeadquartersDenton, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Value Builder U.S. does
Value Builder U.S. is a boutique financial advisory firm established in 2019 and headquartered in Denton, Texas, with additional offices in Fort Worth and Dallas. The company operates through an affiliation with Dumas Capital Partners, LLC, a merchant banking firm led by Managing Director Jack Kearney (JD/MBA, Duke University; 30+ years of investment and merchant banking experience; FINRA-licensed investment banker; co-founder). Value Builder U.S.'s core product is the Value Builder System, a proprietary 8-drivers assessment framework — Financial Performance, Growth Potential, Switzerland Structure, Valuation Teeter Totter, Recurring Revenue, Monopoly Control, Customer Satisfaction, and Hubs & Spoke — delivered via a 13-minute online questionnaire that produces a 0-100 Value Builder Score intended to predict business sellability and transaction premiums.
The firm delivers five service lines built around this framework: business process improvement engagements, buy-side M&A advisory (Buying A Business), sell-side M&A advisory (Selling Your Business), growth capital raising from banks, investors, and private placements, and debt restructuring including Chapter 11 and non-judicial options. Securities and investment banking activities are conducted through regulated channel partners StillPoint Capital LLC and GT Securities, Inc. (both FINRA/SIPC members). The target customer is the middle-market business owner with annual revenue between $250,000 and $150 million and enterprise values between $2.5 million and $250 million, primarily family-owned companies and emerging growth firms preparing for capital raises, acquisitions, or exits.
The business model is professional services fee-based, with custom quote-based engagements billed via multi-year contracts and revenue generated through success fees, retainers, and transaction-based compensation typical of boutique investment banking. Go-to-market relies on the online Value Builder Score assessment as a lead capture mechanism, followed by phone (844-367-5877) or email consultation scheduling. The firm has a small team (1-10 employees with two named individuals), reports over 200 transactions and more than $2 billion in aggregate transaction value through Dumas Capital Partners' Managing Directors, and discloses no public pricing, no funding rounds, and no institutional investors.
Value Builder U.S. firmographics
Firmographics- Name
- Value Builder U.S.
- Legal name
- Value Builder U.S.
- Website
- https://valuebuilderus.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Value Builder U.S. is a Denton, Texas-based boutique financial advisory firm operating the proprietary Value Builder System to assess and improve business sellability for middle-market family-owned and emerging growth companies with enterprise values between $2.5 million and $250 million, offering M&A advisory, capital formation, debt restructuring, and business process improvement services in affiliation with Dumas Capital Partners.
- Ownership category
- akta.pro rank
Value Builder U.S. industry classification
Industry- Product category
- M&A and Corporate Finance Advisory
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
Keywords
Where Value Builder U.S. is headquartered
LocationHeadquarters
- HQ city
- Denton
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Value Builder U.S. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Investment Banking Advisory Fees: Fees for M&A advisory (buy-side and sell-side), divestitures, capital formation, and balance sheet refinancings. Revenue likely generated through success fees, retainers, and transaction-based compensation typical of boutique investment banks.
- Business Valuation & Process Improvement Consulting: Fees for business process improvement engagements using the Value Builder System, helping companies prepare for capital raises, acquisitions, or sales.
- Debt Restructuring Advisory: Fees for judicial (Chapter 11) and non-judicial debt restructuring services, including negotiation with creditors and banking institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom advisory engagements - quote-based |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Value Builder U.S. product offering
Product offeringCore offering
Value Builder U.S., operating in conjunction with Dumas Capital Partners, delivers M&A advisory (buy-side and sell-side), capital formation, debt restructuring, and business process improvement services for middle-market and emerging growth companies. Its signature entry point is the Value Builder System — a 13-minute online questionnaire that generates a 0-100 Value Builder Score across 8 drivers of business value, used both as a lead-generation tool and as the diagnostic framework for advisory engagements.
Product overview
Value Builder U.S., operating under Dumas Capital Partners, offers a suite of financial advisory and consulting services built around its proprietary Value Builder System. The core offering is the Value Builder Score—a 13-minute questionnaire assessing 8 key value drivers that generates a score predicting business sellability. Companies scoring 80+ reportedly receive offers averaging 71% higher than peer companies. The services include Buying A Business (buy-side M&A), Selling Your Business (sell-side M&A), Raising Growth Capital (debt and equity), Debt Restructuring (judicial and non-judicial), and Business Process Improvement—all leveraging the Value Builder System framework to help business owners increase company value and prepare for transactions.
Differentiator
Problem solved
Functional benefit
Brands
- Value Builder System: A statistically proven methodology for increasing the value of a company. Includes a 13-minute questionnaire to determine a company's Value Builder Score.
Products and services
- Value Builder Score
Quantifiable outcome
- Companies with Value Builder Score of 80+ receive offers averaging 71% higher than companies in the same peer group
Companies that use Value Builder U.S.
Customer profileSegments4 records
Ideal customer profiles3 records
Value Builder U.S. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature2 records
Value Builder U.S. partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and supporting.
- Dumas Capital Partners, LLCcoreValue Builder U.S. is an organization providing resources and insight through the Value Builder process, while Dumas Capital Partners provides the underlying investment banking and M&A advisory services. They share key personnel including Managing Director Jack Kearney. Dumas Capital Partners is described as 'a boutique corporate finance firm & merchant bank.'
- StillPoint Capital LLCcoreInvestment Banking services and Securities offered through StillPoint Capital LLC, Member FINRA/SIPC. Provides regulatory licensing infrastructure for investment banking activities.
- GT Securities, Inc.supportingSecurities offered through GT Securities, Inc., member FINRA, SIPC. Regulatory licensing partner for securities offerings.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Value Builder U.S. competitors and assessment
Company assessmentDirect peers
- Generational Equity: Major Value Builder System licensee and direct competitor offering sell-side M&A advisory for middle-market companies ($10M–$250M revenue). Based in Dallas, TX, making it a head-to-head regional competitor with overlapping methodology and client profile.
- Strategic Capital Alliance: Middle-market investment banking firm offering M&A advisory, capital raising, and debt restructuring. Closely comparable in service mix (especially restructuring), boutique scale, and middle-market EV range.
- Livingstone Partners: Mid-market M&A advisor with comparable focus on founder-led and family-owned businesses. Direct overlap on sell-side advisory and capital raising for companies in the $10M–$250M EV band.
- PMCF (Plante Moran Financial Advisors): Middle-market M&A advisory practice specializing in sell-side engagements for industrial and business service companies. Similar boutique structure, target enterprise values, and senior banker–driven model.
- Morgan & Westfield: Online M&A advisory platform serving lower-middle-market businesses ($1M–$50M revenue) with sell-side and buy-side services. Comparable client profile and digital lead-gen approach using standardized assessment tools.
- Cascadia Capital: Independent middle-market M&A advisory firm serving clients across sectors in the same EV range. Comparable boutique scale and relationship-driven, sell-side-led business model.
Broad incumbents
- Lincoln International: Global middle-market M&A advisory firm with dedicated services for sell-side, buy-side, and capital raising across the lower-middle to upper-middle market. Directly competes for the same founder/family-owned client segment.
- Houlihan Lokey: Global investment bank with a deep middle-market M&A advisory practice serving companies across the same EV range Value Builder U.S. targets. Larger, more diversified firm offering corporate finance, valuation, and restructuring — overlapping on multiple service lines.
Others
- The Value Builder System (The Value Builder LLC): The creator and licensor of the proprietary Value Builder System methodology and questionnaire that Value Builder U.S. depends on for its core assessment product. Functions as upstream IP/licensing partner rather than a competitor.
Regional players
- Cornerstone Business Services: Texas-based M&A and business brokerage firm focused on selling smaller middle-market businesses. Direct regional overlap in the Dallas–Fort Worth market and on the same owner-operator client segment.
Market position
Strengths1 record
Weaknesses1 record
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Value Builder U.S. social profiles
Digital presenceValue Builder U.S. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Value Builder U.S. leadership team
Management profileNumber of profiles
Profiles2 records
Value Builder U.S. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Value Builder U.S. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Value Builder U.S.
What does Value Builder U.S. do?
Value Builder U.S., operating in conjunction with Dumas Capital Partners, delivers M&A advisory (buy-side and sell-side), capital formation, debt restructuring, and business process improvement services for middle-market and emerging growth companies. Its signature entry point is the Value Builder System — a 13-minute online questionnaire that generates a 0-100 Value Builder Score across 8 drivers of business value, used both as a lead-generation tool and as the diagnostic framework for advisory engagements.
Is Value Builder U.S. a public or private company?
Value Builder U.S. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Value Builder U.S. founded?
Value Builder U.S. was founded in 2019. It employs 1 to 10 people.
Where is Value Builder U.S. based?
Value Builder U.S. is headquartered in Denton, United States, in the North America region.
How does Value Builder U.S. make money?
Three revenue lines are on record. Investment Banking Advisory Fees are the primary driver. The others are business Valuation & Process Improvement Consulting and debt Restructuring Advisory.
Who are Value Builder U.S.'s main competitors?
Direct peers on record are Generational Equity, Strategic Capital Alliance, Livingstone Partners, PMCF (Plante Moran Financial Advisors), Morgan & Westfield and Cascadia Capital. Broad incumbents are Lincoln International and Houlihan Lokey. The Value Builder System (The Value Builder LLC) is listed as an others. Cornerstone Business Services is listed as a regional player.
Does Value Builder U.S. have an API?
No public API is recorded for Value Builder U.S..
What industry is Value Builder U.S. in?
Value Builder U.S.'s product category is M&A and Corporate Finance Advisory. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory.