Buy-Side M&A — Liquidity Studio

The Model

The general contractor for M&A.

You wouldn't manage a renovation by hiring the electrician, the plumber, and the framer separately. M&A is no different.

Most acquirers in the $1M–$5M EBITDA range are forced to assemble and manage their own deal team — without knowing who's actually good at this market size, and paying retail across the board. Your funds flow at close looks like a phone book.

Liquidity Studio plays a role no one else does. We bring the right specialists, manage them through one Deal Manager, negotiate preferred pricing, and deliver one line item on the funds flow.

One team. One Deal Manager. One line item on the funds flow.

Without a Deal Manager

Investment Banker
M&A Lawyer
QoE Firm
Tax Advisor
Wealth Advisor
Accounting / CFO
IP Counsel
Transition Coach
Insurance Broker
IT / Tech Diligence
Acquisition Lender
HR / PEO Provider

Twelve invoices. Twelve relationships. It's your problem to coordinate.

With Liquidity Studio

Liquidity Studio Deal Manager

One partner. One line item. One point of contact.

How We Work With Buyers

Two ways buyers work with us.

However you buy, you shouldn't have to build a deal team from scratch.

Your outsourced corp dev engine

You've built a real company — you just haven't built an M&A team, and you shouldn't have to. We become your corporate development function from strategy through execution: shaping the acquisition thesis, sourcing and approaching targets, then running diligence, negotiation, and close. One team, one Deal Manager, one line item — your full acquisition arm, without the headcount.

Your tuck-in team

Your senior people and internal resources belong on platform deals — not on a $2M EBITDA add-on that takes the same hours and returns a fraction of the value. Hand us the tuck-ins. We run them end to end at micro-market economics, so small acquisitions are finally worth doing — and your internal team stays focused on the platform.

Your Team

Your Deal Team.

A deal still needs numerous specialists — legal, quality of earnings, tax, financing, wealth. We've already assembled that team, vetted for deals your size and priced for them, all run by one Deal Manager. You never chase a provider.

Accounting & QoE

Books, normalization, working capital, quality of earnings
Preferred Partner · Speed M&A
M&A Legal

Purchase agreements, diligence, closing
M&A Advisory

Acquisition strategy, target sourcing, negotiation, and running the process to close.
Wealth & Private Wealth Management

Pre- and post-transaction wealth planning for founders
M&A Insurance

Reps & warranties, transaction risk coverage
Acquisition Financing

Acquisition financing: senior debt, SBA, mezzanine
Tax Structuring

Deal structure, asset vs. stock, entity treatment — optimizing the acquisition's tax position.
Tax Diligence

Reviewing the target's tax filings, historicals, and exposures — what you're inheriting.
IP & Technology Diligence

IP review, tech stack, cybersecurity diligence
Fractional CFO & Financial Preparation

Pre-deal financial cleanup, reporting, controllership
Operational Diligence & Integration

Operations review and post-close integration
Transition & Family Dynamics

Post-close founder transition and family alignment
HR / PEO & People Operations

Benefits, payroll, and people systems through close

Coordinated through one Deal Manager. Vetted for this market. Priced for these economics.

See the partners behind your Deal Team →

About Liquidity Studio

A boutique firm.
Senior-led. Outcome focused.

At this deal size, the math is unforgiving. Mid-market advisory fees can erase a deal's returns, and a slow process loses you the target. We assemble institutional-quality deal teams priced for sub-$5M economics — one Deal Manager driving every workstream from first call to close.

You run your business. We run your deal.

The Market Today

Why deals are broken at this size.

Most acquisitions at this size cost more than they should — in time, money, and missed deals.

Building an internal M&A team costs significant time and money — and doesn't make sense for a few deals a year.
If you're a PE firm, your team should be focused on platform acquisitions — not burning hours on tuck-ins.
Service provider fees don't scale down for smaller deals — you pay the same to close a $5M EV deal as a $25M one.
Mid-market playbooks get applied to micro-market deals — overcomplicating the process and missing the relationship with the seller.

Deals that should close, don't. And buyers walk away from good companies — or overpay to get them.

Deal Structure

Your M&A team. Every stage

One point of contact. Fully orchestrated. From kickoff to close to integration.

Your Deal Manager

Start to Finish

Before the Deal

Prep Team

Growth Advisor
Financial Preparation
Tax Planning
Founder Network

During the Deal

Deal Team

M&A Advisory
M&A Legal
Quality of Earnings
Tax Structuring
Tax Diligence
Acquisition Financing
Transaction Risk
IP / Tech Diligence
HR & Employment
Operations Integration

After the Deal

Transition Team

Wealth Planning
Tax & Estate Planning
Transition Coaching
Family Dynamics
Identity & Legacy

The Process

From first call to close

A clear, four-stage process — no surprises, no scope creep.

Discovery Call

30 minutes to understand your deal, your goals, and whether we're the right fit. No commitment required.

Assessment

We evaluate deal readiness, identify risks, and map the right team and engagement model for your situation.

Team Assembly

Your Deal Manager brings in and coordinates the right specialists — one retainer, one point of contact.

Execution to Close

We manage every workstream — diligence, negotiation, legal, tax — driving toward a successful close.

The AI Question

Built for how M&A actually gets done today.

Modern M&A execution requires more than experience — it requires leverage. We use AI to organize complexity, accelerate preparation, and surface considerations earlier in the process. Every output is reviewed, edited, and owned by the senior team.

AI gives our team more room to think. It doesn't replace the thinking.

Founding Team

The people behind the deals

Collectively, 1000+ closed transactions.

Robyn Siers

Founder & President

Built InsuranceOrder.com (sold to Marsh & McLennan). JD from UC Berkeley, practiced M&A at Cooley LLP. Created Speed M&A™ and founded Liquidity Studio to bring institutional-quality execution to the micro-market.

Ayelet Shipley

Head of Corporate Development

Former therapist turned M&A practitioner. 200+ micro- and lower-middle-market transactions. Former Director of M&A at a marketing agency aggregator. Co-hosts the In/Organic Podcast.

Rachel Kozun

Head of Operations & Partnerships

20+ years leading operations and partner teams at top tech companies. Architect of the operational systems powering Liquidity Studio. Drives the partner experience across the network — from design through execution.

Serious acquirers shouldn't have to build a deal team from scratch

The general contractor for M&A.

Two ways buyers work with us.

Your outsourced corp dev engine

Your tuck-in team

Your Deal Team.

Accounting & QoE

M&A Legal

M&A Advisory

Wealth & Private Wealth Management

M&A Insurance

Acquisition Financing

Tax Structuring

Tax Diligence

IP & Technology Diligence

Fractional CFO & Financial Preparation

Operational Diligence & Integration

Transition & Family Dynamics

HR / PEO & People Operations

A boutique firm.Senior-led. Outcome focused.