Havenmark

Where lower-middle-market deals get done, efficiently.

A platform connecting business owners ready to sell with buyers actively looking to acquire — built by real investment banking experience, not a lead-gen company.

For Sellers

Get your business in front of serious buyers — without hiring a full-time investment bank.

Professional deal materials, a secure data room, and a platform built to connect you with qualified buyers, efficiently. Starting at $2,500 — no long-term retainer required.

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A few of the opportunities currently open to qualified buyers.

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The problem

Most deals don't stall because the business isn't sellable.

If you've never sold a business before, you're suddenly expected to know what a CIM is, how a data room works, and who the "right" buyers even are — all while running your company at the same time.

And if you've tried before and it went nowhere, chances are it wasn't your business. It was the process: buyers who never responded, materials that didn't land, or an advisor relationship that cost more than it delivered. Havenmark was built to fix exactly that.

Avg. time to buyer response, legacy process3–6 wks
Deals that stall in outreach, not diligenceMajority
What most owners know about a CIM going inLittle to none
Cost of a traditional retainer$15k–25k+
Illustrative figures based on typical lower-middle-market process friction.
How it works

Start where you are. Add what you need.

1

Deal Deck

$2,500

A polished, buyer-ready deck that presents your business the way serious buyers expect to see it — positioning, financials, and opportunity, built by people who do this for a living.

3

Platform Listing

No added cost

Once your deck and data room are ready, we list your deal and put it in front of our network of qualified buyers. We're only paid if your deal closes.

Why havenmark

Built by investment banking professionals — not a software company guessing at M&A.

Havenmark comes from real deal experience — built by professionals who have spent their careers representing companies through real transactions. That same discipline goes into a faster, more efficient process, at a price point built for businesses that don't need a traditional retainer.

Real banking experience

Not just software — deal materials and process built the way an actual investment bank builds them.

Your information stays protected

NDA-gated access, controlled visibility, and full activity tracking on every document.

Aligned incentives

No cost to list, no cost unless it closes — we only win when your deal does.

The differentiator

Built for speed — because a slow process is often the real reason deals don't close.

  • Ranked, qualified buyer outreach — not a flat, unsorted list
  • Visibility into buyer engagement and response activity
  • No unnecessary steps between "ready to sell" and "in front of a buyer"

Traditional deal platforms bury you in unqualified buyers and unresponsive contacts. Havenmark is built around one goal: get your deal in front of the right buyers, fast, and keep things moving once you are.

Pricing

One clear path, three stages.

Tier Price You get Ongoing cost
Deal Deck $2,500 Buyer-ready deck None
Website + Data Room $5,000 Deck + branded site + secure data room None
Platform Listing Free with Tier 2 Listed to qualified buyers Success fee only if a deal closes

Questions, answered

No — Tier 1 and Tier 2 stand alone. Tier 3 (platform listing) requires Tier 2, since buyers need a complete, professional data room before we bring your deal to them.

A success fee applies only if your deal closes through the platform — there's no cost to list and no cost if it doesn't.

Yes. Access to your data room requires an NDA and our approval before any buyer can view your documents.

Havenmark is built for lower-middle-market companies, generally in the $2–10M EBITDA range.