After building and selling 5 businesses across media, CPG, and professional services, I had a front-row seat to a frustrating truth:
Traditional investment banks aren’t built for Main Street operators
They’re built for billion-dollar companies selling to other billion-dollar companies. Below the middle market? The process breaks.
❌ Bloated teams
❌ Outdated software
❌ Misaligned incentives
❌ No empathy for what it really takes to grow and exit an essential services business
Meanwhile, DIY listing platforms leave founders flying solo in one of the most complex—and emotional—transactions of their lives.
So in 2024, I launched The Advisory
A tech-enabled, full-service investment bank purpose-built for the essential services economy—HVAC, landscaping, accounting, pest control, plumbing, and beyond.
• We’re not a deal-sourcing tool.
• We’re not a marketplace.
• We’re not software for bankers.
We’re your strategic partner—mapping every serious buyer, running a professional process, and helping founders protect what they’ve built.
Because if Wall Street gets white-glove service, then Main Street should too.
This is Investment Banking, Rebuilt for the Real World.
Reach out to connect with me personally.
-Oliver Bogner, Managing Partner
#EssentialServices #HVAC #PrivateEquity #BusinessExit #Entrepreneurship #SmallBusiness #LowerMiddleMarket #MergersAndAcquisitions #FounderLed #TechEnabled #WhyWeBuiltThis #InvestmentBanking
