We empower business owners by blending strategic insight, operational expertise, and growth capital access. Our focus: scaling revenue, expanding margins, and building lasting enterprise value. Sustainable growth demands disciplined execution, sound financial planning, and a roadmap linking daily operations to the end goal. Whether your company needs structure, leadership support, or a clear growth strategy, we partner with founders to navigate complexity and unlock real value. In some cases we can also support smaller companies like startups, SaaS, and tech companies.
Advanced Manufacturing
NEXT LEVEL growth
Reshaping the multi-trillion dollar industrial manufacturing market by investing in competent people, quality products and cutting edge technology.
Industrial Technology
manufacturing advancement
• Process Automation Technology
• Test and Measurement Technology
• Robotic Technologies
• Sensors and Optics
Renewable & Energy Transition
parts & components
• Energy Storage
• Fuel Cell and Backup
• Hydrogen Infrastructure
• Electrical Turbines & Generators
Robotics & Automation
MERGING AI & ROBOTICS
• Industrial Automation Technology
• Automation Technology
• Robotic Technologies
• Sensors and Optics
Medical Parts & Components
medical OEM SUPPLIER
• Mobility Products
• Medical Equipment
• Machined Components
• Clean Room Devices
Aerospace & Defense
supply CRITICAL parts
• Engineered Components
• Airframe and Engine Parts
• Aerospace Parts & Fasteners
• Composites and Specialty Materials
Energy & Water Infrastructure
critical infrastructure
• Waterworks & Pipelines
• Energy & Water Efficiency
• Energy Switches & Components
• Gas Infrastructure (LNG, CNG, RNG)
Automotive & Mechanical
Manufacturing TECHNOLOGY
• Industrial/Infrastructure Equipment
• Power Equipment and Components
• Hydraulics & Pneumatics
• Motion Control
Specialty
Chemicals
MOVING TO GREENER SOLUTIONS
• Cleaning and Sanitation
• Bio-chemicals (Plant Based)
• Flavors & Fragrances
• Fluids and Lubricants
Investly Capital is a Growth-Focused Investment and Advisory Firm Dedicated to Lower Middle-Market Companies
FOCUSED ON MIDDLE MARKET COMPANIES
WE HELP ACCELERATE OVERALL GROWTH
Our Growth-Team services deliver seasoned leadership without full-time executive costs. We embed directly into your organization, strengthening sales, operations, finance, and growth execution. This creates a force-multiplier effect, helping your company boost performance while staying focused on mission-critical priorities. With structured engagement helps clients achieve faster revenue growth, tighter cost control, and stronger profitability. For founders needing strategic support or extra bandwidth, our model offers an immediate and lasting impact.
CASH FLOW MODELING & COST OPTIMIZATION
Your numbers reveal the true state of your business. We uncover them through a deep dive and financial analysis that often identifies hidden cash, eliminates wasteful spending, and strengthens presentations for buyers or lenders. Cash flow is king, it is critical for financing any growth initiatives. Are you ready to understand exactly how your business is performing, and discover ways to improve working capital, optimize cash flow, and increase value?
CAPITAL ADVISORY THAT OPENS THE DOOR TO GROWTH
When your company needs capital to scale, we craft investor-grade materials, refine models, and build a compelling fundraising strategy. Our expertise lets founders engage lenders and investors with clarity, confidence, and a polished narrative. We leverage our network of growth funds, lenders, and private investors to secure flexible capital that fuels expansion without constraints. This seamless approach links strong operations to successful raises.
The ability to establish trust is the key professional competency of our time
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SELL-SIDE REPRESENTATION
Sell Your Business and/or Real Estate
Selling to the right company can make a significant difference for your legacy, your family, and your loyal employees. Investly Capital runs confidential yet competitive sell-side processes to find the best fit. We assist with succession planning, valuations, polished CIMs, buyer outreach, and real estate portfolio sales, to name a few. Protect your legacy even after transferring ownership to a new team. Ready for the exit – Let’s make it a reality.
BUY-SIDE REPRESENTATION
Buy A Business and/or Real Estate
Great deals don’t hit the market, they are built. Investly Capital gives you an advantage through proprietary off-market sourcing, add-on roll-up programs, and industrial real estate pipelines. Strategic buyers, independent sponsors, searchers, family offices, and PE platforms trust us to deliver proprietary deal flow and potential acquisition opportunities. We represent buyers seeking businesses or real estate assets, we help managed deal sourcing, the deal process from tart to finish.
MERGERS & ACQUISITIONS
Our fractional Growth-Team services deliver seasoned leadership without full-time costs. We embed directly into your organization, strengthening sales, operations, finance, and growth execution. This creates a force-multiplier effect, boosting performance while keeping focus on mission-critical priorities. With structured plans and transparent communication, clients gain faster revenue growth, tighter cost control, and stronger profitability. For founders needing strategic support or bandwidth, our model provides immediate impact and lasting stability.
STRATEGIC PARTNERSHIP & INVESTMENT
If you’re considering selling to private equity, a strategic buyer (such as a competitor), a financial buyer like a PE fund, or a founder-friendly acquirer like Investly Capital, we offer flexible pathways. For strongly aligned companies, we commit both capital and operational resources to accelerate value creation over several years. Unlike traditional growth advisors, we invest our own capital when the fit is right. This gives founders multiple options: advisory-only support, capital facilitation, or a long-term partnership to scale and exit.