The edge for empire builders.
Roman helps investors accelerate conviction and cultivate connections to find, acquire, and scale businesses in the lower middle market.
For Private Equity
"Bringing the right people to the table can be the difference in a deal. We're consistently impressed with the quality of operators that Roman connects us with."
Lucy K.
VP @ Orangewood Partners
For Search Funds
"As an independent searcher, I run lean by design. Roman enabled me to 10x our speed, conviction, and credibility with key stakeholders throughout my process."
Kunal P.
Searcher @ Wickdale Capital
For Portfolio Companies
"We've tried just about every expert network service. Roman is significantly more insightful and more valuable for making connections that unlock real value."
Colin R.
Head of Strategic Finance @ Flow
AI powered. Expert led.
Proprietary domain intelligence
Fast, precise expert calls that accelerate learning and conviction across deals.
Transformational relationship capital
Curated advisors, board members, and executive operators who unlock strategic value.
Embedded analyst-driven outcomes
Dedicated Roman analysts who cultivate insights and elevate decision quality.
AI-powered breadth and depth
Purpose-built tools and agents that scale expert discovery and intelligence capture.
Accelerate conviction.
Create connections.
Roman partners with investors across the deal cycle to find, acquire, and scale wonderful businesses.
Expert Calls
Curated conversations with industry operators. AI sourcing and analyst vetting surface the right experts quickly. Detailed prep briefs and post-call synthesis help you build conviction faster.
Book an expert call →Board & Executive Recruiting
Targeted placements for advisory, board, and executive positions. Our network surfaces qualified candidates fast. Strategic introductions that accelerate diligence and unlock value creation opportunities.
Launch an executive search →Embedded Analyst Services
Roman analysts extend and augment your deal team, and leverage custom AI agents to deliver market maps, expert synthesis, and structured outputs that drive outcomes and improve decision making.
Supercharge your deal team →Built different.
Other Firms
Generic experts lack specific relevance
One-size-fits-all expert networks that lack deep domain relevance to your specific deal.
Slow, rigid processes
Weeks of back-and-forth to schedule calls without the speed your deal timeline demands.
Built to CYA not conviction
Volume over quality—built for compliance coverage, not conviction building.
Gatekept relationships
Black box systems that control access without building lasting connections.
With Roman
Sourced bespoke for your needs
AI-powered sourcing finds the exact operators and executives relevant to your deal.
Fast, responsive delivery
Expert matches in under 48 hours with calls scheduled to match your deal pace.
From conversation to conviction
Structured calls and expert synthesis designed to accelerate conviction, not check boxes.
True partnership unlocks value
Turn expert relationships into advisors and executives who compound value post-close.
Trusted by the best.
Across any stage, client, or sector.
Thesis developmentfor amid-market private equityindata center services
Target sourcingfor anindependent sponsorinyouth enrichment
Deal diligencefor asearch fundinB2B Software
Value creationfor aVC portfolio companyinhealthcare services
Built for what endures.
In a world of unprecedented change, we see opportunity in what lasts — real businesses, local impact, and human connection.
Modern empires will be built here. Roman is where those builders come together — to turn insight into opportunity, and opportunity into legacy.