Financial Services, Insurance Agencies
Rick Carlson
CEO at ProNova Partners
Rick Carlson is the Founder/CEO of ProNova Partners.
After dabbling in business brokerage with VR Business Brokers in Westwood for 3 years from 2006-2009 he launched Ace Business Brokers on Cinco de Mayo 2009.
Closing many transactions as a ‘solopreneur’ for a few years starting in 2016 he began developing a bona fide sales organization and rebranded the firm as ProNova Partners in 2018.
As of ‘Q4 2023 there are over 40 team members spread amongst Advisors and support staff (75/25) all of whom help the firm close approximately a deal per week.
We are a success fee driven lower middle market M&A Advisory firm that targets companies with an enterprise value > $1MM.
CORE VALUES:
“Integrity First.”
It starts with the initial valuation all the way through closing the transaction. We provide honest and candid feedback on valuation, give consistent guidance, insight, and feedback while following our ProNova Process on every engagement. Since 95% of the time we represent both Buyer & Seller in our transactions it’s imperative for us to treat both sides fairly & we take that role seriously.
“Choose Your Own Adventure.”
We are an open ocean firm. Maybe it makes sense to BUY instead of hiring us to sell. Maybe it makes sense to sell before some internal or external competitive threat to your business depresses your valuation. We do not have a pre-defined agenda for clients. We provide fresh, customized solutions for each engagement.
“Collaborative Education.”
We strive to become industry experts in all industries we are exposed to and relish the opportunity to learn about your individual business – the education runs both ways so every client is well informed in advance of hiring ProNova Partners. If one of our M&A Advisors has specific expertise in your field, you will be teamed up with that Advisor to ensure the best possible representation for you.
“Over-deliver.”
Communicate to Buyers and Sellers everything they need to the best of our knowledge and continually strive to exceed their expectations throughout the entire sales process.
“Win.”
When you hire us to work with your Company, you either successfully (sell/buy/secure growth capital…) or you decide to close down your operations, period. We will not be denied success until you close down.
“Celebrate.”
We celebrate life, our family, our M&A Advisors and support staff, our successful engagements (partaaay!) and all of the opportunities entrepreneurs bring to ProNova Partners.
CONTACT Rick Carlson
