Samson Partners Group

What Samson Partners Group does

Samson Partners Group, legally organized as Samson Operating Partners LLC, is a Chicago-based boutique professional services and M&A advisory firm dedicated exclusively to helping founders, owners, and management teams of privately held companies prepare for and execute transactions with private equity investors. Founded in 2022 with a headcount of 11–50 employees, the firm positions itself as 'built for founders, by founders,' leveraging claimed decades of senior-level experience and cumulative metrics of approximately $5 billion in supported transaction value, 150+ completed deals, and relationships with 200+ PE groups across 20+ industries including legal, blue collar, AEC, environmental, facility services, and finance & accounting.

The firm's core intellectual property is the proprietary Exit Value Realization System (EVRS), a codified methodology that evaluates seven value levers from a buyer's perspective: Vision & Strategy, Operational Excellence, M&A Capabilities, Succession/Leadership/People, Quality of Revenue & Growth, Quality of Financials, and Tech/Data & Marketing. EVRS underpins three service lines — strategic consulting, sell-side investment banking/M&A advisory, and specialized Legal MSO advisory for personal injury law firms — and is complemented by a published book, 'The Owner's Manual: Why, When and How to Sell Your Business to Private Equity,' distributed via Amazon. Distribution is primarily direct and relationship-based, supported by content marketing through the firm website, LinkedIn, the EVRS assessment tool, and white papers co-produced through the Private Equity Legal Alliance (PELA), a consortium Samson co-founded with Holland & Knight and Aprio Legal.

Revenue is generated through professional services fees (consulting and M&A advisory engagements, pricing not publicly disclosed) supplemented by book royalties. The go-to-market is sales-led and consultative, targeting privately held businesses preparing for sale to private investors, with the EVRS assessment and the owner's manual book functioning as top-of-funnel entry points into deeper advisory relationships. No funding rounds, institutional investors, or parent company relationships are disclosed; the firm operates as a privately held LLC.

Name

Samson Partners Group

Legal name

Samson Operating Partners LLC

Website

https://SamsonPartnersGroup.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Samson Partners Group is a Chicago-based boutique M&A advisory firm that helps founders and owners of privately held companies prepare for and execute sales to private equity investors, using its proprietary Exit Value Realization System across 20+ industries.

Ownership category

akta.pro rank

Product category

M&A Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Sell-Side M&A Advisory (FSAEAGAA)

akta.pro secondary industries

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Buy-Side M&A Advisory (FSAEAGAB), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• M&A advisory services
• Private equity exit consulting
• Business valuation advisory
• Investment banking services
• Exit planning advisory

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. M&A Advisory Services: Strategic guidance and execution support for privately held businesses preparing to sell to private investors. The firm helps founders achieve optimal exits through their Exit Value Realization System.
2. Consulting Services: Ongoing consulting engagements focused on helping business owners position their companies for sale and maximize exit value.
3. The Owner's Manual Book: Published book 'The Owner's Manual: Why, When and How to Sell Your Business to Private Equity' available for purchase on Amazon, generating ancillary revenue from book sales.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Samson Partners Group delivers M&A advisory and consulting services to founders, owners, and management teams of privately held companies preparing to sell to private equity investors. The firm's central offering is the proprietary Exit Value Realization System (EVRS), a methodology and assessment framework that helps owners optimize seven key value drivers — Vision & Strategy, Operational Excellence, M&A, Succession/Leadership/People, Quality of Revenue & Growth, Quality of Financials, and Tech/Data & Marketing — to maximize exit price and terms. Complementary offerings include investment banking transaction execution, Legal MSO advisory for personal injury law firms, and the published book 'The Owner's Manual.'

Product overview

Samson Partners Group operates as a specialized advisory firm offering consulting and investment banking services to privately held businesses preparing for private equity transactions. Their core offering is the proprietary Exit Value Realization System (EVRS), a methodology and assessment framework that evaluates seven key value drivers (Vision & Strategy, Operational Excellence, M&A, Succession/Leadership/People, Quality of Revenue & Growth, Quality of Financials, and Tech/Data & Marketing). The EVRS serves as the foundation for their consulting engagements and is complemented by investment banking M&A advisory and specialized Legal MSO services. The firm also publishes 'The Owner's Manual,' a book available on Amazon that guides business owners through the PE sale process. Services are delivered across multiple end markets including legal, blue collar, AEC, environmental, facility services, and finance and accounting industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Exit Value Realization System (EVRS) A proprietary methodology and assessment framework that helps business owners understand and optimize the seven key factors that drive company valuation from a buyer's perspective — Vision & Strategy, Operational Excellence, M&A Capabilities, Succession/Leadership/People, Quality of Revenue & Growth, Quality of Financials, and Tech/Data & Marketing — enabling founders to maximize their exit value.
• Consulting Services Strategic advisory services delivered through the EVRS framework, helping privately held businesses prepare for sale to private investors with hands-on guidance throughout the transaction process.
• Investment Banking M&A advisory services for privately held companies seeking transactions with private equity and other private investors, leveraging relationships with over 200 PE groups.
• Legal MSOs Specialized advisory services for law firms exploring Management Services Organization (MSO) structures and private equity investment, particularly in the personal injury sector.
• The Owner's Manual: Why, When and How to Sell Your Business to Private Equity A published book by Samson Partners Group serving as a comprehensive guide for business owners on evaluating, timing, and executing a sale to private equity.

Quantifiable outcome

• $5 billion in value created through firm support
• +2 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• Private Equity Legal Alliance (PELA)coreStrategic or Co-development Partner · 14 January 2026PELA is a multidisciplinary consortium of legal, finance, and legal ethics experts focused on private equity activity in the personal injury sector. Samson Partners Group is a founding member alongside Holland & Knight and Aprio Legal. The alliance released a 60-page white paper titled 'Building Ethical, Value-Focused Partnerships' addressing strategic, operational, and ethical considerations for law firms evaluating PE investment.
• Holland & KnightcoreStrategic or Co-development PartnerInternational law firm and founding member of PELA. Collaborated with Samson Partners Group and Aprio Legal on the white paper 'Building Ethical, Value-Focused Partnerships' addressing PE investment in personal injury law firms.
• Aprio LegalcoreStrategic or Co-development PartnerAccounting and advisory firm and founding member of PELA. Collaborated with Samson Partners Group and Holland & Knight on the white paper addressing PE investment in personal injury law firms.
• Blue MarginminorOthersConsulting firm that partnered with Samson Partners Group to build their PE practice. Blue Margin founder Brick Thompson cited Seth from Samson Partners Group as an 'incredible sounding board' and credited the relationship with helping grow their business through advice and introductions.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Generational Equity: One of the largest US lower-middle-market M&A advisory firms, focused on helping privately held businesses prepare for and execute sales — directly comparable to Samson's sell-side-to-PE mandate and end-market overlap in blue-collar and services sectors.
• Succession Institute: Advisory firm focused on exit planning and business owner succession — directly comparable target customer (founder-led businesses preparing for sale) and overlapping service offering around value optimization.
• Peakstone Group: Middle-market M&A advisor with strong sector coverage across services and industrial end markets — competes for many of the same blue-collar, AEC, and services-sector mandates Samson serves.
• Morgan & Westfield: M&A advisory firm serving SMB and lower-middle-market sellers, with content-driven marketing (blog, books) and a focus on owner-led exits — closely analogous to Samson's book-plus-assessment content strategy and founder clientele.
• Pinnacle Business Guides: Boutique advisory firm helping privately held businesses prepare for and execute exits — closely comparable size, founder-led client base, and sell-side mandate.
• Calder Capital: Boutique M&A advisory serving lower-middle-market sellers, including founder-led businesses — comparable size, deal profile, and consultative sales motion to Samson Partners Group.

Broad incumbents

• TM Capital: Mid-market M&A advisor with a strong private-equity buyer network and sector coverage — competes for upper-end sell-side mandates that Samson targets when founders move beyond the smaller end of the lower-middle market.
• Value Builder System: A widely adopted exit-readiness methodology and certified-advisor network used to improve business value prior to sale — overlaps with Samson's EVRS framework approach and serves similar owner-led, pre-transaction advisory needs at greater scale.
• Holland & Knight: International law firm and PELA co-founding partner with Samson; serves overlapping personal-injury-law-firm clients evaluating PE capital and MSO structures, making it both an ally and a potential competitor for legal-sector advisory work.
• Oaklins: Global mid-market M&A advisory with deep sector coverage and a broad buyer network — competes for the same sell-side mandates Samson targets, with more resourcing and international reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/samson-partners-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Samson Partners Group