Wall Street Rigor.
Main Street Focus.
Metrocrest Partners was founded to close the gap between institutional finance and the businesses that drive the real economy. We deliver the same analytical discipline and strategic rigor that larger companies take for granted — to founders, grant writers, and business owners who deserve it just as much.
Our Story
Built for the Businesses That Get Left Behind by Big Finance
Institutional finance is inaccessible to most of the businesses that need it most. Investment banks don't return calls below $10M. CFO-level financial modeling is too expensive to staff full-time. Grant writers are asked to produce compliance-grade budget models with no finance background. Business owners preparing to sell get one shot at the most consequential transaction of their lives — often without a qualified advisor in their corner.
Metrocrest Partners exists to fix that. We bring ten years of private equity and M&A experience to the clients who need it and can't otherwise access it — delivering institutional-grade advice with the attention and accountability of a boutique firm where your engagement is never handed off.
Who We Serve
Built for Three Distinct Client Types
You write the narrative. We build the budget.
Freelance and boutique grant writers who need a finance partner to handle the budget modeling so they can take on more engagements and submit stronger applications.
- Compliant federal budget models (2 CFR 200)
- SF-424A, SF-424C, NSF R&R formats
- White-labeled or co-branded delivery
Strategic guidance without the Wall Street price tag.
Founders and operators who need sophisticated financial advice — growth strategy, capital access, or operational professionalization — without retaining a full-time CFO or investment banker.
- Growth strategy & financial modeling
- Capital readiness & lender preparation
- KPI development & business intelligence
One chance to get it right. We help you get it right.
Owners in the lower middle market who are exploring a sale, recapitalization, or management buyout — and need a qualified advisor who understands how buyers think and how deals get done.
- Valuation & deal structuring
- QoE & EBITDA normalization guidance
- LOI negotiation & buyer process management
Our Approach
Three Commitments We Make to Every Client
Independent, Conflict-Free Advice
We sit exclusively on your side of the table. No referral arrangements, no hidden fees, no agenda other than the outcome you're trying to achieve.
Institutional Rigor on Every Engagement
Every model is formula-driven, every analysis is assumption-documented, and every deliverable is built to the standard we'd expect in an institutional M&A process — regardless of deal size.
No Hand-Offs. No Junior Staff.
You work directly with the founder throughout your engagement. The person you speak with in the first conversation is the person who builds your model and delivers your work.
Ready to get started?
Every engagement begins with a 15-minute conversation. Tell us where you are and where you want to go.