/Baton Investments is a manager of various peer groups, an M&A advisory firm, and a registered investment advisor (RIA) built around one focus — partnering with entrepreneur-through-acquisition (ETA) professionals for the long-term. We understand the journey because we’ve lived it: the uncertainty of the search, the pressures of closing, the challenges of operating, and for those who make it, managing wealth.Our role is to be a trusted partner through every stage — from the initial search to life after an exit.We do this through:Initial Search, Under LOI, & CEO Peer Groups: Connecting with others on the same path, sharing lessons, accountability, and perspective.M&A Advisory: Helping you design and structure deals that make sense for you and your investors.Wealth Management: Turning liquidity events and business ownership into lasting, compounding wealth.At /Baton, we see ETA as a career-defining, lifelong endeavor — with even greater potential, if we work together. Whether you’re just starting your search, learning to be CEO, or figuring out life after an exit, /Baton is here to help.

First step of working with /Baton Investments,
be part of a peer group.

The Power of a Peer Group for ETA professionalsSearching and running a business can feel isolating. Big decisions, unique challenges, and opportunities often fall solely on your shoulders. That’s why we’ve facilitate peer groups—limited to just 12 individuals per group—designed to provide connection, perspective, and accountability.

Why Join a Peer Group?

1. Learn From Other who are at your current stage
Every member brings unique experiences, lessons, and insights. You’ll hear firsthand how other successful owners have navigated challenges similar to yours—and how they’re capitalizing on opportunities today.2. Gain Trusted Perspectives
This group isn’t theory—it’s real-world advice from people who understand what it means to make payroll, scale operations, manage teams, and drive growth. The group becomes a sounding board for your most important decisions.3. Accountability That Drives Results
When you set goals in front of peers, you’re far more likely to achieve them. The group provides accountability, encouragement, and honest feedback—helping you push past plateaus and achieve measurable results.4. Expand Your Network
A curated group of 12 means you’ll forge meaningful relationships—not just surface-level connections. Over time, members often form partnerships, share resources, and even become lifelong friends.5. A Safe Space to Share
Every conversation is confidential. This creates a trusted environment where you can openly discuss sensitive issues—whether it’s growth strategies, leadership challenges, succession planning, or even personal financial goals.6. Fresh Ideas & Best Practices
You’ll gain exposure to proven strategies and innovative approaches that can be directly applied to your business. Members often leave with practical takeaways that create immediate impact.7. Focus on Both Business & Wealth
Unlike traditional networking groups, this community is tied to our broader mission: helping business owners maximize both the value of their companies and their personal wealth.Why Only 12 Members?Exclusivity ensures quality. With a small, committed group, every member has a voice, every discussion has depth, and no one gets lost in the shuffle. You’re not just joining another group—you’re becoming part of a community that grows together.👉 If you’re in ETA, ready to elevate your journey, sharpen your strategy, and surround yourself with like-minded peers, we're building /Baton for you.

The start of the journey.

Requirements
Owner or in acquisition process of a +$1M EBITDA business
Desire for self-improvement and better together mentality
Willingness to ask for help
Kindness and curious attitude
View ETA as a lifelong career

Price
$3,500 a year

When it comes to selling or acquiring a business,
most M&A advisors run a process — few design one.

/Baton's approach is built around Deal Engineering — intentionally shaping the right deal, with the right partners, on the right terms. This means going deeper than just listing a business and waiting for the market to decide. It’s about understanding the story behind the business, the motivations on both sides, and building a structure that creates a win for everyone involved.Sell-Side AdvisoryFor an ETA professional preparing for an exit or recapitalization, /Baton helps engineer a transaction that reflects both the value and the vision of your business.Instead of blasting a listing to a broad market, I take a more deliberate approach — identifying who the right buyers are, why they’d care, and how to position the opportunity in a way that resonates.What this includes:      Business positioning and valuation strategy
      Research-driven buyer targeting and outreach
      Story and materials development (CIM, data pack, financials)
      Deal structure design and negotiation
      Process management through diligence and closeBuy-Side AdvisoryIf you’re looking to acquire, /Baton helps you find and structure the right deal — not just any deal.
From target mapping to valuation, due diligence, and financing, /Baton acts as your strategic partner throughout the process.What this includes:      Custom research and target identification
      Outreach and relationship-building with owners
      Valuation modeling and deal structure design
      LOI and term sheet advisory
      Diligence coordination and closing supportStrategic AdvisoryNot every conversation leads to a transaction right away — and that’s okay.
I often work with owners and investors to plan ahead, understand the market, and get positioned for when the time is right.What this includes:      Exit readiness planning
      Valuation and market analysis
      Strategic growth or acquisition roadmapsHow I WorkEvery engagement is personal. /Baton isn't running a cookie-cutter process or flipping businesses like listings. /Baton treats each deal like a design project — aligning motivations, financial outcomes, and long-term vision.It’s M&A built around strategy, not just execution.

Note: Baton Investments, LLC is currently completing its organizational phase and preparing for regulatory registration as an RIA. Our initial launch will include clients able to open accounts with Schwab and Altruist as our custody platforms.

Improving the ETA professional's journey.