Liquidity Studio — Your outsourced M&A team

The Model

The general contractor for M&A.

You wouldn't manage a renovation by hiring the electrician, the plumber, and the framer separately. M&A is no different.

In a typical $1M–$5M EBITDA deal, both sides assemble and manage their own deal team — without knowing who's actually good at this market size, and paying retail across the board. Funds flow at close looks like a phone book.

Liquidity Studio plays a role no one else does. We bring the right specialists, manage them through one Deal Manager, negotiate preferred pricing, and deliver one line item on the funds flow.

One team. One Deal Manager. One line item on the funds flow.

Without a Deal Manager

Investment Banker
M&A Lawyer
QoE Firm
Tax Advisor
Wealth Advisor
Accounting / CFO
IP Counsel
Transition Coach
Insurance Broker
IT / Tech Diligence
Acquisition Lender
HR / PEO Provider

Twelve invoices. Twelve relationships. It's your problem to coordinate.

With Liquidity Studio

Liquidity Studio Deal Manager

One partner. One line item. One point of contact.

The Market Today

Why deals are broken at this size.

For Owners Selling

The exit you earned shouldn't be this hard to reach.

Investment banks won't take you seriously until you hit $5M EBITDA.
The advisors who will take your call seem to lose interest once they see the deal size.
You're facing the biggest financial moment of your life — alone, at night, after running the business all day.
Advisory fees built for $50M deals quietly eat the proceeds of a $4M one.
You wait too long, take the first offer, or walk away — and a business you spent decades building sells for less than it's worth, or doesn't sell at all.

For Acquirers Buying

Most acquisitions at this size cost more than they should — in time, money, and missed deals.

Building an internal M&A team costs significant time and money — and doesn't make sense for a few deals a year.
If you're a PE firm, your team should be focused on platform acquisitions — not burning hours on tuck-ins.
Service provider fees don't scale down for smaller deals — you pay the same to close a $5M EV deal as a $25M one.
Mid-market playbooks get applied to micro-market deals — overcomplicating the process and missing the relationship with the seller.

Deals that should close, don't. Liquidity that should hit the bank, doesn't. And buyers walk away from good companies — or overpay to get them.

Your Team

Your Deal Team.

A deal still needs numerous specialists — legal, quality of earnings, tax, financing, wealth. We've already assembled that team, vetted for deals your size and priced for them, all run by one Deal Manager. You never chase a provider.

Accounting & QoE

Books, normalization, working capital, quality of earnings
Preferred Partner · Speed M&A
M&A Legal

Purchase agreements, diligence, closing
M&A Advisory

Deal prep, sourcing or outreach, negotiation, and running the process to close — buy-side or sell-side.
Wealth & Private Wealth Management

Pre- and post-transaction wealth planning for founders
M&A Insurance

Reps & warranties, transaction risk coverage
Acquisition Financing

Acquisition financing: senior debt, SBA, mezzanine
Tax Structuring

Deal structure, asset vs. stock, entity treatment, transaction-level tax optimization.
Tax Diligence

Tax exposure review, historical filings, and tax risk on both sides of the deal.
IP & Technology Diligence

IP review, tech stack, cybersecurity diligence
Fractional CFO & Financial Preparation

Pre-deal financial cleanup, reporting, controllership
Operational Diligence & Integration

Operations review and post-close integration
Transition & Family Dynamics

Post-close founder transition and family alignment
HR / PEO & People Operations

Benefits, payroll, and people systems through close

See the partners behind your Deal Team →

Every Stage

Your M&A team, every step.

A deal isn't one job — it's three phases. We coordinate the right specialists for each.

Prep Team

Get the business ready for market.

Growth Advisor
Financial Preparation
Tax Planning
Founder Network

Deal Team

Run the transaction end to end.

M&A Advisory
M&A Legal
Quality of Earnings
Tax Structuring
Tax Diligence
Acquisition Financing
Transaction Risk
IP / Tech Diligence
HR & Employment
Operations Integration

Transition Team

Land the next chapter — for you and the company.

Wealth Planning
Tax & Estate Planning
Transition Coaching
Family Dynamics
Identity & Legacy

The Process

From first call to close

A clear, four-stage process — no surprises, no scope creep.

Discovery Call

30 minutes to understand your deal, your goals, and whether we're the right fit. No commitment required.

Assessment

We evaluate deal readiness, identify risks, and map the right team and engagement model for your situation.

Team Assembly

Your Deal Manager brings in and coordinates the right specialists — one retainer, one point of contact.

Execution to Close

We manage every workstream — diligence, negotiation, legal, tax — driving toward a successful close.

About Liquidity Studio

A boutique firm.
Senior-led. Outcome focused.

Traditional M&A wasn't built for deals under $5M EBITDA. The fees are too heavy, the senior attention too scarce, the playbooks borrowed from a larger market.

We built Liquidity Studio to be the firm that takes these deals seriously — institutional-quality execution at micro-market economics, with one Deal Manager driving every workstream from first call to close.

Founding Team

The people behind the deals

Collectively, 1000+ closed transactions.

Robyn Siers

Founder & President

Built InsuranceOrder.com (sold to Marsh & McLennan). JD from UC Berkeley, practiced M&A at Cooley LLP. Created Speed M&A™ and founded Liquidity Studio to bring institutional-quality execution to the micro-market.

Ayelet Shipley

Head of Corporate Development

Former therapist turned M&A practitioner. 200+ micro- and lower-middle-market transactions. Former Director of M&A at a marketing agency aggregator. Co-hosts the In/Organic Podcast.

Rachel Kozun

Head of Operations & Partnerships

20+ years leading operations and partner teams at top tech companies. Architect of the operational systems powering Liquidity Studio. Drives the partner experience across the network — from design through execution.

Your outsourced M&A team.

I'm selling

I'm acquiring

I'm a service provider

The general contractor for M&A.

Why deals are broken at this size.

The exit you earned shouldn't be this hard to reach.

Most acquisitions at this size cost more than they should — in time, money, and missed deals.

Your Deal Team.

Accounting & QoE

M&A Legal

M&A Advisory

Wealth & Private Wealth Management

M&A Insurance

Acquisition Financing

Tax Structuring

Tax Diligence

IP & Technology Diligence

Fractional CFO & Financial Preparation

Operational Diligence & Integration

Transition & Family Dynamics

HR / PEO & People Operations