Caber Hill Advisors: Company Profile

Background

Overview

Caber Hill Advisors is a Chicago-based advisory firm specializing in mergers and acquisitions (M&A) and valuation services for small and middle-market companies. Founded in 2013, the firm focuses on assisting privately held businesses in sectors such as healthcare, facility services, manufacturing, and business services. Caber Hill Advisors aims to provide business owners with personalized guidance to successfully navigate the complexities of selling or acquiring businesses.

Mission and Vision

The firm's mission is to help business owners fulfill their personal and professional legacies by offering tailored M&A advisory services. Caber Hill Advisors envisions leveling the playing field for middle-market business owners by combining the best elements of local business brokerage with the expertise of large investment banks.

Industry Significance

Caber Hill Advisors has established itself as a significant player in the middle-market M&A advisory space. In 2020, the firm was recognized on the Inc. 5000 list, ranking No. 753 for its 631% revenue growth over three years. Additionally, in 2023, Caber Hill Advisors was included in the Axial Advisor 100, highlighting its excellence in deal activity, client quality, and process effectiveness.

Key Strategic Focus

Core Objectives

Caber Hill Advisors aims to provide business owners with personalized M&A advisory services, ensuring they achieve favorable outcomes in transactions. The firm focuses on delivering individualized attention and expert guidance specific to the industries it serves.

Areas of Specialization

The firm specializes in sectors such as healthcare, facility services, manufacturing, and business services. Caber Hill Advisors leverages its deep industry experience to assist clients in these verticals effectively.

Key Technologies Utilized

While specific technologies are not detailed, Caber Hill Advisors employs advanced financial modeling, valuation techniques, and market analysis tools to support its advisory services.

Primary Markets Targeted

The firm primarily targets small and middle-market companies in the United States, focusing on privately held businesses seeking to sell or acquire other businesses.

Financials and Funding

Funding History

As a privately held firm, Caber Hill Advisors has not publicly disclosed detailed funding information. The firm's growth and recognition, such as its inclusion in the Inc. 5000 list, indicate strong financial performance and investor confidence.

Recent Funding Rounds

Specific details about recent funding rounds are not publicly available.

Notable Investors

Information regarding individual investors or investment firms backing Caber Hill Advisors is not publicly disclosed.

Utilization of Capital

The firm utilizes its capital to expand its advisory services, enhance technological capabilities, and support the growth of its clients through strategic M&A transactions.

Pipeline Development

Key Pipeline Candidates

Caber Hill Advisors has been involved in several notable transactions, including:

Rocket Health Partners Recapitalization (June 2023): Advised Perio Health Professionals in the formation and recapitalization of Rocket Health Partners, an integrated dental service organization platform.

Noland Sales Corporation Acquisition (November 2025): Represented Noland Sales Corporation in its acquisition by VersaPath Partners, a flooring contractor serving commercial real estate clients.

Stages of Development

The firm engages in various stages of M&A transactions, including strategic development, target identification, deal structuring, negotiation, and integration.

Target Conditions

Caber Hill Advisors focuses on middle-market companies across sectors such as healthcare, facility services, manufacturing, and business services.

Anticipated Milestones

The firm aims to continue facilitating successful M&A transactions, contributing to the growth and success of its clients.

Technological Platform and Innovation

Proprietary Technologies

While specific proprietary technologies are not detailed, Caber Hill Advisors employs advanced financial modeling, valuation techniques, and market analysis tools to support its advisory services.

Significant Scientific Methods

The firm utilizes comprehensive financial analysis, market research, and strategic planning methodologies to guide clients through the M&A process.

AI-Driven Capabilities

There is no publicly available information indicating the use of AI-driven capabilities within Caber Hill Advisors' operations.

Leadership Team

Executive Profiles

Craig Castelli – Founder & CEO: With extensive experience in mergers and acquisitions, business development, and sales management, Craig founded Caber Hill Advisors in 2014 to address the needs of small and middle-market business owners seeking qualified advisory services.

Jordan Gerber – Managing Director: Jordan brings over 25 years of experience in financial and operational leadership, having successfully started and sold several businesses. He holds a BS in Accounting from the University of Illinois and is a Certified Public Accountant.

Kurt Harvey – Managing Director: Kurt has been recognized as a transformative corporate development and finance executive in the dental industry, leading significant growth at Great Expressions Dental Centers. He holds a CPA license in Michigan and California and serves on the boards of dental service organizations.

Peter J. Holton – Managing Director: With over 20 years of experience in sales, operations, and M&A within the facility service and manufacturing industries, Peter has extensive experience in mergers and acquisitions, business development, operations, and sales management. He holds a Master’s Degree in Management and Leadership from Webster University.

Maria G. Melone – Managing Director: Maria is a leading M&A advisor in healthcare, with deep knowledge of the dental industry. She is a Certified Valuation Analyst and has touched well over 500 dental transactions in her career. She holds a B.A. in Economics from Gettysburg College and a Master of Science in Accountancy from Bentley College.

Key Contributions

The leadership team at Caber Hill Advisors has been instrumental in driving the firm's growth, expanding its service offerings, and successfully advising clients through complex M&A transactions.

Competitor Profile

Market Insights and Dynamics

The middle-market M&A advisory sector is characterized by a diverse range of firms offering various services to business owners and investors. Firms like Caber Hill Advisors compete by providing specialized industry knowledge, personalized service, and a track record of successful transactions.

Competitor Analysis

Key competitors in the middle-market M&A advisory space include:

G2 Capital Advisors: Offers M&A advisory services with a focus on middle-market transactions.

Bridge Ventures: Provides M&A and valuation services, specializing in small and middle-market companies.

Axial: An online network connecting M&A advisors with private equity firms and other investors.

Strategic Collaborations and Partnerships

Caber Hill Advisors collaborates with various private equity firms, investors, and industry experts to enhance its service offerings and provide clients with comprehensive solutions.

Operational Insights

Caber Hill Advisors differentiates itself through its deep industry expertise, personalized approach, and commitment to understanding the unique challenges faced by middle-market business owners. This focus enables the firm to deliver tailored solutions that align with clients' strategic objectives.

Strategic Opportunities and Future Directions

Strategic Roadmap

Caber Hill Advisors plans to continue expanding its presence in key industry sectors, leveraging its expertise to assist more business owners in achieving successful M&A outcomes. The firm aims to enhance its technological capabilities to provide more efficient and data-driven advisory services.

Future Business Directions

The firm is exploring opportunities to broaden its service offerings, potentially incorporating additional advisory services that complement its existing M&A and valuation expertise.

Opportunities for Expansion

Caber Hill Advisors is considering geographic expansion to serve a broader client base, particularly in regions with growing middle-market business activity.

Positioning for Future Objectives

By maintaining a client-centric approach, investing in technology, and fostering strategic partnerships, Caber Hill Advisors is well-positioned to achieve its future objectives and continue its growth trajectory.