HLW Partners
Transaction Advisory & Growth Strategy

Strategic Insight.
Personal Attention.

HLW Partners guides lower-middle market companies through growth, preparation, and successful transactions — with continuity from strategy through close.

30+
Years Combined Experience
$150M
Max Revenue Served
6
Core Industries

A full-cycle approach to value creation

We partner with business owners at every stage — from building the foundation for growth to guiding a successful transaction. Our integrated model means the advisor who knows your business deepest is the one beside you at the closing table.

01
Pre-Sale Advisory

We serve as your fractional or interim CFO, building the financial and operational foundations that maximize enterprise value before a transaction begins.

  • Fractional / interim CFO services
  • Cash to GAAP conversions
  • Financial statement normalization
  • Diligence process preparation
  • Industry network optimization
02
Strategy Consulting

Growth-focused advisory that positions your company for scalable revenue, improved margins, and long-term shareholder value — regardless of transaction timing.

  • Market positioning & geographic expansion
  • Buy-side sourcing & acquisition screening
  • KPI development & margin improvement
  • Valuation benchmarking
  • Recapitalization & liquidity evaluation
03
Sell-Side Advisory

Custom-designed sale processes built around your goals — with strategic buyer outreach and hands-on facilitation to maximize value and achieve the best possible outcome.

  • Custom-designed sale process
  • Strategic buyer identification
  • Transaction marketing materials
  • Negotiation & process management
  • Continuity from pre-sale through close

Lower-Middle Market specialists

We concentrate exclusively on the lower-middle market — a segment that demands hands-on, relationship-driven advisory. Our geographic focus spans the East Coast and Midwest, though we work with clients nationally.

$10M–$150M
Revenue Range
$1M–$20M
EBITDA Range
12–24 Mo.
Typical Lead-In
East & Midwest
Primary Geography
Commercial & Residential Services
Manufacturing
Industrial
Professional Services
Specialty Trade Services
Construction

Built for the long game

HLW Partners was founded with a singular conviction: that the best outcomes come from deep familiarity with a business, not a transactional introduction at the eleventh hour. We embed early, learn everything, and stay through the finish line.

Our team brings over 30 combined years of experience across transaction advisory, investment banking, and operational accounting and finance — giving clients a rare blend of strategic vision and hands-on execution.

Continuity
The same team advises pre-sale and through transaction — no handoffs, no knowledge gaps.
Depth
12–24 month lead-in periods mean we understand your business as well as you do.
Network
Extensive relationships across industries and buyer communities in key geographies.
Alignment
Our success is measured by the outcomes we achieve for our clients, not fees generated.
Our philosophy
"We don't just manage transactions — we build the business that earns the best transaction."
HLW Partners, Co-Founders
Leadership

Meet the partners

KS
Kenny Swab
Co-Founder & Partner
MD
Matt Dickason
Co-Founder & Partner
ZR
Zach Roper
Co-Founder & Partner
Ready to build toward a better outcome?
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