Lagrey

Name

Lagrey

Legal name

LaGrey

Website

https://lagrey.co

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Buy-Side Search & Acquisition Advisory (FSAEAIAD)

Keywords

• M&A advisory services
• Investment banking
• Sell-side advisory
• Buy-side advisory
• Performance solutions

Headquarters

HQ city

Grand Rapids

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. M&A Advisory Transaction Fees: Fees earned on merger and acquisition advisory transactions, including sell-side and buy-side mandates. Revenue is transaction-based, earned upon successful deal completion.
2. Performance Solutions Professional Services: Advisory fees for financial optimization, transaction support, integration services, and exit-driven strategy engagements. Services are project-based or retainer-style engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

LaGrey is an investment bank providing merger and acquisition advisory services to lower middle market companies throughout the Midwest. The firm offers Investment Banking Advisory (Sell-Side Advisory and Buy-Side Advisory) and Performance Solutions (Financial Optimization, Transaction Support & Integration, and Exit-Driven Strategy & Organizational Readiness) to help closely-held business owners achieve liquidity, maximize enterprise value, and execute ownership transitions.

Product overview

LaGrey is an investment bank providing merger and acquisition advisory and performance solutions to lower middle market companies. The firm offers two integrated service lines: Investment Banking Advisory (Sell-Side Advisory and Buy-Side Advisory) and Performance Solutions (Financial Optimization, Transaction Support & Integration, and Exit-Driven Strategy & Organizational Readiness). These services work together, with Performance Solutions directly connecting to the Investment Banking process to help clients prepare for transactions and maximize enterprise value.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side Advisory Confidential M&A advisory services guiding business owners through the sale process, including market-based valuation, buyer identification, management presentations, and transaction closing for lower middle market companies.
• Buy-Side Advisory Acquisition advisory services helping clients identify targets, develop investment thesis, model transactions, conduct diligence, and close acquisitions in the lower middle market.
• Financial Optimization Performance solution that helps businesses understand financial data, prepare transaction-ready financials, and align financial reporting with business strategy for lower middle market companies with revenues under $100 million.
• Transaction Support & Integration Full lifecycle transaction support including pre-transaction alignment, deal execution, carve-out support, and post-acquisition integration services for lower middle market companies.
• Exit-Driven Strategy & Organizational Readiness Strategic planning service helping business owners prepare for ownership transitions through roadmap development, organizational structuring, and leadership development for lower middle market companies.

Quantifiable outcome

• Confidential, efficient M&A advisory processes with weekly client updates and structured milestone tracking
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Axial Survey (Top 100 Middle-Market Advisory Recognition)minorOthersLaGrey's sister company was recognized as one of the top 100 most referred middle-market advisory firms in the US according to an Axial Survey. This relationship provides context for LaGrey's adapted best practices and frameworks, though LaGrey itself is a distinct entity serving the lower middle market.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Benchmark International: Globally active M&A advisor for lower middle market businesses ($5M–$500M), with US Midwest presence. Directly competes for sell-side mandates with private owners seeking liquidity events.
• GulfStar Group: Middle-market investment bank focused on sell-side, buy-side, and capital-raising for industrial and consumer companies. Comparable mid-sized boutique with similar vertical exposure.
• Cornerstone Business Services: M&A advisory firm focused on representing business owners through sell-side, buy-side, and valuation engagements in the lower middle market. Similar relationship-driven, process-led approach.
• Morgan & Westfield: M&A advisory firm focused exclusively on selling and buying businesses generally in the $1M–$30M EV range. Comparable boutique serving closely-held companies with similar confidentiality emphasis.
• Woodbridge International: Global lower middle market M&A advisor with industry-focused practices (industrial, manufacturing, consumer). Comparable boutique structure serving similar EV ranges and deal types.
• Transworld Business Advisors: High-volume business brokerage and M&A advisory network serving small and lower middle market transactions, including in the Midwest. Competes for the same owner-operator segment, often on price.
• Generational Group: Large US lower middle market M&A advisory firm serving closely-held businesses in the $5M–$500M EV range across multiple industries. Closest direct competitor to LaGrey by mission, target client, and service mix.
• Sun Mergers & Acquisitions: Lower middle market M&A advisor selling businesses in the $2M–$100M EV range across the Midwest. Direct competitor by target size, geography, and service profile.

Broad incumbents

• Plante Moran: Large Midwest-based accounting and advisory firm with corporate finance, M&A, and transaction advisory practices. Represents a competing incumbent offering M&A services to lower middle market industrial and manufacturing clients.
• Stout Risius Ross: National investment bank with strong middle-market M&A and transaction advisory practice, including in industrials. Larger incumbent with overlapping lower middle market reach and significantly broader resources.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/lagrey

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Lagrey