Our Mission
Connecting Right-Fit Buyers and Sellers to Ensure Optimal Outcomes
At NextPhase, we are building a relationship-based network of lower-to-middle market buyers and sellers. Leveraging our team's extensive M&A transaction experience, networking and origination techniques, and cutting-edge automation systems, we aim to foster meaningful relationships that lead to successful transactions between accredited investors and private business owners.
Expert Vetting
Combining human expertise with advanced technology, we meticulously vet matches to ensure optimal investment criteria are met.
Educational Support
We bridge the knowledge gap by recommending advisory support, resources, and educational materials to help business owners navigate the M&A process.
Success-based Pricing
Our competitive, fixed tiered pricing model ensures we only get paid when transactions successfully close.
Why Join the NextPhase Network?
Our Approach
COMPREHENSIVE SOLUTIONS TAILORED TO YOUR NEEDS
NextPhase stands out in the crowded M&A market by prioritizing relationships over transactions. Our strategy involves thorough vetting, educational support, and a focus on legacy and partnership alignment. We also offer assistance in finding M&A legal counsel or advisors when necessary. Our tech-enabled business model and cost-competitive approach ensures we can provide high-quality services without the high fees of traditional broker-dealers. We keep our costs low so you can too.
How It Works
The NextPhase process is designed to be transparent and efficient. Here are the high-level steps.
01. Initial Consultation
We discuss your needs and gather detailed information about your business or investment criteria.
02 . AI Matchmaking
Using our proprietary systems and AI tools, we match parties based on compatibility scores.
03. Vetting Diligence
Based on compatibility scores, we conduct subsequent vetting consultations with top matches to ensure the truest match.
04 . Introductions
We facilitate introductions and transfer pertinent information to let matches proceed through the deal process.
MEET OUR FOUNDERS
Dionisio Roman III
With nearly a decade of experience in M&A, and having sat on both sides of the transaction table, Dionisio has a keen eye for matching sellers with the right buyers. His commitment to thorough vetting and quality assurance ensures that both parties find the best possible opportunity.
Thomas Whitaker
Thomas specializes in database management and sourcing sell-side relationships. His automation expertise fuels the NextPhase engine, and ensures we are optimizing our match-making technology.
TRANSPARENCY & INTEGRITY
NextPhase is committed to maintaining transparency and integrity in all our dealings. We do not provide direct advisory services but recommend trusted advisors, legal counsel, and other resources to help you navigate the M&A process. Any potential conflicts of interest will be disclosed upfront, and we adhere strictly to SEC regulations regarding referral entities.
Pricing Model
Fixed, success-based, no upfront costs
Upfront retainers and percentage based success fees
Execution
Communicative and efficient
Unsophisticated and out of touch
Transaction-focused
Limited technology use resulting in slower pace
Relationship and legacy alignment
Advanced AI tools for matchmaking and speed
Focus
Technology Integration
NextPhase vs. Typical Competitor
COMPARISON TABLE
NextPhase
Competition
Feature