Create Acquire Exit, LP (CAE)The building of a world class financial organization, Principals with diversified industrial knowledge at all levels of business growth.

CAE is a private Merchant Banking firm providing business transition and finance advisory services.  CAE acts as an advisor to lower middle market size companies, providing business counsel on a company’s transition, finances, mergers, acquisitions, public and private transition, management buyouts and corporate divestitures.  The CAE team of professionals create significant value for their client companies. 

“It is estimated that there are 20,000 baby boomers retiring every day for the next decade, and 6% to 7% of these own a business (1200+). It is assumed that they will be seeking divestiture opportunities with favorable exit strategies.”

Preferable transactions are $300 thousand to $20 million; however, situations that require larger capital for later stage companies are well within our scope.


The target audience for partners and associates is real estate brokers/agents, investment banker, business intermediary, corporate attorneys, certified public accountant, management consultant or a business professional looking for a second career.


•       Building the largest privately-owned transition firm in US

•       6 Regional Partner Market Center Offices

•       60 Metropolitan Area Population Center Offices

•       300 associates (plus)

•       75 staff members

•       The go to Firm of small & medium sized transactions

•       The greatest value ad proposition in the market place

•       Proprietary transaction & investment platform


Create – Acquire – Exit, LP is looking for executives interested in developing a career in the financial industry as a Merchant Banker.

As a CAE Partner or Associate, you will become part of a network of business and financial professionals providing lower and middle market companies with Transition Strategies, Business Development, Strategic Financial Planning and Merger & Acquisition services. As a Partner or Associate you will develop a book of business in your geographic market area based on these services. Further, as a Partner, you will recruit Associate Directors in your market to function as deal-origination agents.

As a CAE participant, you will have the opportunity to build personal wealth with a six-figure income stream. There are a limited number of opportunities available, thereby creating exclusivity and value. The combined value of the partnership and affiliate interest is expected to increase as the partnership increases market penetration.