Institutional dealmaking, made accessible.

OneClose builds the professional transaction documents that institutional dealmakers rely on, the CIMs, investor decks, lender packages, and full acquisition toolkits, and puts them in the hands of everyone working a deal in the small business and lower middle market.

The firm was founded by a team with roots in investment banking, private equity, and entrepreneurship. Together we have screened hundreds of businesses, closed billions in transaction value across both buy-side and sell-side mandates, and raised hundreds of millions in capital using the same documents we now make available to you. None of this is theory packaged as a template. Every CIM framework, every lender package, and every capital-raise deck comes from two decades of live transaction experience.

That is why we built OneClose. Whether you are buying your first business, selling the company you have spent twenty years building, or raising capital for your next acquisition, OneClose gives you the same institutional-quality materials that get deals done at the highest levels, at a fraction of the cost.