About Us

Kalogianis & Company exists to serve founder-led businesses at their most critical inflection points. We provide the strategic clarity, operational discipline, and M&A expertise that owners need to maximize enterprise value, whether preparing for exit or driving performance improvements that create lasting impact.

​

We believe every founder deserves access to investment banking-caliber advisory without the institutional bureaucracy. Our boutique model means one engagement at a time, delivered with the precision and personal commitment that only comes from working exclusively with businesses in the $5-25+ million revenue range.

​

Kalogianis & Company was founded on a simple observation: the M&A advisory market serves everyone except the founders who need it most.

​

Institutional firms focus on $100M+ transactions where fee structures justify large deal teams. Generalist advisors lack the specialized expertise required for complex healthcare and industrial sector transactions. Founder-owned businesses in the $5-25 million annual revenue range fall into a gap—too sophisticated for generalists, too small for bulge bracket attention.

 

The firm emerged from direct experience in investment banking, where this market disconnect became impossible to ignore. New founders building valuable businesses in healthcare, financial services, industrials, and technology deserved better than choosing between mismatched options or navigating critical transitions alone.

 

Our approach recognizes that founder-owned businesses operate differently than institutional enterprises. Decision cycles are faster, relationships matter deeply, and trust must be earned through demonstrated competence rather than brand recognition. The firm's veteran leadership understands this mindset instinctively—having built the same discipline, strategic focus, and execution capability that founders value.

 

Today, Kalogianis & Company serves clients nationwide through two primary service lines: performance consulting engagements that drive measurable margin improvements and operational efficiency, and M&A advisory that positions founders for optimal exit outcomes. Our "one engagement at a time" commitment ensures every client receives the focused attention their business deserves.

 

We bring investment banking rigor to the underserved—where founder vision meets growth complexity, and where the right advisory partner can make the difference between good outcomes and exceptional ones.