Strategic Acquisitions & Exits.
We identify businesses that can benefit from investment, partnership, or a sale — then we do the work to close. A principal's perspective, a disciplined process, and proprietary access to deals before they reach the market.
M&A Advisory · Acquisition Search · Sell-Side · Private Capital · AI Ventures
Proprietary Access
A built pipeline of screened, off-market opportunities — sourced by analysts and technology, not waiting on a listing.
Execution Discipline
A defined process from first contact to close. Parties kept on milestones; terms structured to the situation.
Principal Mindset
We speak as fellow investors, not brokers. That relationship changes the conversation — and the outcome.
Five ways we create and capture value.
One firm, one relationship — spanning the full lifecycle of a transaction, from raising capital to a clean exit.
M&A and Capital
We purchase businesses, invest, and help raise capital for companies with real growth potential — structured to the situation, never a cookie-cutter formula.
Sell or get capital → 02Acquisition & Retained Search
We become an extension of your corporate development team, building a proprietary deal-flow pipeline of screened targets that fit your exact criteria.
Source acquisitions → 03Selling Your Business
You are speaking with a buyer, not a broker. That relationship — investor to owner — materially enhances the price and terms you walk away with.
Discuss an exit → 04Strategic Consulting & Partnerships
Deep operator relationships across healthcare and technology — including portfolio partners who serve your acquisitions, sales, and growth directly.
Explore partnerships → 05AI & Cutting-Edge Technology
We build, invest in, and acquire AI ventures — intelligent automation and data-driven decisions, tailored to your goals, not one-size-fits-all.
Digitally transform → —Not sure where you fit?
Tell us the situation. We will point you to the right path — or tell you plainly if we are not the fit.
Talk to a partner →Built for people who buy, sell, and back companies.
Tell us which one you are — the path from here is different for each, and so is the conversation.
Serial acquirers, roll-ups & PE platforms
You need a reliable, screened pipeline of off-market targets that fit exact criteria. We run the search as an extension of your team.
Source acquisitions → OwnersFounders & owners considering an exit
You want the best price and terms. Because you are speaking with a principal, not a broker, the conversation — and the outcome — changes.
Discuss an exit → OperatorsCompanies raising capital or growing
You need capital to fund equipment, expansion, or a new market — structured to your situation, not a cookie-cutter formula.
Raise capital →Principals who have sat on both sides of the table.
Operators, dealmakers, and technologists. When you engage Wolfson, you work with partners — not a rotating bench.
Tamir Wolfson
Sets firm strategy and leads principal relationships across acquisitions, exits, and capital.
Corey Young
Valuation and deal structuring, with credentialed depth in business appraisal and analysis.
Tharaka Paulis
Owns the client relationship through the process — the point of contact who keeps deals moving.
Nancy
Our proprietary AI — ranking targets, surfacing signals, and compounding our proprietary deal flow.
It has been a pleasure working with your team. You have done a great job generating proprietary deal flow for us, and were able to hit the ground running.
For roll-ups, platforms, and serial acquirers, the bottleneck is rarely capital — it is a reliable, screened pipeline of the right targets.
We function as an extension of your corporate development team: sourcing, screening, and warmly introducing opportunities that match your criteria, then managing the relationship through to close.
What owners and acquirers ask us first.
What exactly does Wolfson do?
We work across the full lifecycle of a transaction: sourcing off-market acquisitions for serial acquirers, running disciplined sell-side exits for owners, and helping companies raise capital. One firm, one relationship — from first conversation to close.
How is buy-side search different from a broker?
A broker markets a listing. We build a proprietary pipeline: analysts rank targets with our technology, associates open relationships directly with owners, and we introduce only screened, qualified opportunities that match your criteria. You get conversations, not noise.
I'm an owner thinking about selling. Why talk to a buyer instead of a broker?
Because we sit on the buyer's side of the table every day, we know what actually moves value — and speaking owner-to-investor rather than owner-to-broker materially enhances your price and terms. We develop the valuation, prepare materials, run the process, and work with counsel through close.
Who do you typically work with?
Serial acquirers, roll-ups, private-equity platforms, and corporate development teams on the buy side; founders and owners on the sell side; and growing companies raising capital. Our focus sectors are healthcare and technology.
Is a first conversation confidential and any obligation?
Yes. Every conversation is confidential and there is no obligation. Tell us the situation and we will point you to the right path — or tell you plainly if we are not the right fit.
How do engagements start?
You share your criteria or your goal for an exit. We qualify fit on a short call, then scope the mandate. From there we run the process — sourcing, screening, and managing relationships — and keep every party on milestones through to close.
Let's talk about your next move.
Whether you are ready to sell, actively acquiring, or raising capital — start with a direct, confidential conversation.
Confidential · No obligation · A partner replies within two business days