Our Solutions

Powered by identifyd's recruiting platform, NaviTrust partners with M&A advisors, SBA lenders, Exit planning professionals, Investors, ETA/Search Fund Entrepreneurs, and Regional and Community Banks to solve critical talent challenges. Whether helping business owners prepare for an eventual exit, supporting SBA-financed acquisitions, recruiting experienced operators to lead newly acquired businesses, strengthening leadership teams, or recruiting experienced banking professionals, we deliver the talent that drives growth, reduces risk, and creates lasting enterprise value.

M&A Advisors

NaviTrust partners with M&A advisors to strengthen deals from the inside out—building the teams required to close transactions, increase valuations, and ensure successful post-close outcomes.
Powered by identifyd’s recruiting platform, we place high-impact talent across leadership, operational, and specialized roles that reduce key-person risk, improve scalability, and solve one of the most common deal blockers: gaps in critical talent.

Pre-Market: Deal Preparation & Positioning

Identify and fill critical talent gaps across leadership, operations, and technical roles
Reduce owner dependency and key-person risk
Build teams that buyers can confidently underwrite
Position the business for higher valuation multiples

Live Deal: Removing Deal Friction

Source operators, managers, and key individual contributors required for execution
Support buyers who need talent in place to move forward
Address concerns around staffing, scalability, and role coverage
Prevent retrades or deal fallout tied to incomplete or fragile teams

Post-Close: Ensuring Execution

Build or complete teams across leadership, operations, and technical functions
Support integration, expansion, and multi-location growth
Provide the talent required to execute on growth plans

Increase Close Rates

Solve one of the top reasons deals stall or fail: missing or inadequate talent

Improve Deal Quality

Bring better-prepared businesses with complete, scalable teams to market

Expand Buyer Universe

Enable buyers who lack full teams to pursue deals confidently

Accelerate Timelines

Reduce delays tied to hiring uncertainty or incomplete staffing plans

Executive, Operational, & Specialized Talent Search

We fill roles that directly impact deal success and continuity:

General Managers, COOs, and Operators
Finance & Accounting (CFOs, Controllers, staff)
Sales & Revenue Teams
Practice Managers (Dental / Healthcare)
Licensed, regulated, and technical roles
Key individual contributors essential to day-to-day operations

Buyer Enablement & Talent Solutions

We help bridge the gap between capital and execution:

Provide operators and teams for buyers who need execution capability
Enable acquisition of businesses requiring licensed or specialized talent
Expand the pool of viable buyers by solving talent constraints

Talent Readiness Assessment

We provide visibility into talent risk during diligence:

Identification of gaps across leadership, operational, and technical roles
Hiring feasibility and timelines
Compensation benchmarking
Assessment of organizational scalability and depth

Schedule Consultation

ETA & Buyer Groups

NaviTrust partners with ETA professionals, search fund entrepreneurs, independent sponsors, buyer groups, and family offices to build the teams required for a successful ownership transition.
Powered by identifyd’s recruiting platform, we place experienced operators, functional leaders, and key individual contributors before and after close. Whether a buyer needs to strengthen an acquisition thesis, reduce dependence on the seller, satisfy lender requirements, or execute a post-close growth plan, we provide the talent needed to move forward with confidence.

Pre-Acquisition: Talent Readiness & Diligence

Identify leadership, operational, and technical gaps before close
Evaluate the target company’s dependence on the seller or other key individuals
Assess the availability, compensation, and hiring timeline for critical roles
Help buyers incorporate realistic talent requirements into the acquisition plan

Pre-Close: De-Risking the Transition

Recruit qualified operators, general managers, and functional leaders
Build succession plans for departing owners and executives
Support lender requirements for experienced or licensed management
Ensure critical talent is prepared to step in at or shortly after close

Post-Close: Building for Growth

Complete the leadership team around the new owner
Strengthen finance, sales, operations, and other essential functions
Support professionalization, expansion, and multi-location growth
Reduce key-person risk and create a more scalable organization

Acquisition Strategy

Define the leadership and organizational capabilities required to support the investment thesis.

Due Diligence

Identify talent risks, succession gaps, and hiring requirements that could affect valuation or execution.

Pre-Close

Recruit priority personnel and prepare the team for a smooth ownership transition.

Post-Close

Build the leadership, operational, and functional teams needed to execute the growth plan.

Operator & Leadership Recruitment

NaviTrust recruits experienced professionals across roles such as:

Presidents, CEOs, and General Managers
COOs and operational leaders
CFOs, Controllers, and finance professionals
Sales and business development leaders
Human resources and people leaders
Licensed professionals and industry specialists

Talent Readiness Assessment

We help buyers understand the people-related risks and requirements associated with an acquisition, including:

Owner and key-person dependency
Leadership and capability gaps
Role availability and compensation benchmarks
Expected recruiting timelines
Transition and succession priorities

Buy-and-Build Support

For buyers pursuing multiple acquisitions, NaviTrust provides an ongoing recruiting partner that can:

Build repeatable leadership and hiring strategies
Recruit talent across multiple portfolio companies or locations
Strengthen shared services and platform-level capabilities
Support integration, expansion, and long-term value creation

Schedule Consultation

SBA Lending Partners

NaviTrust partners with SBA lenders and their borrowers to ensure businesses have the key personnel required to qualify for and successfully operate under SBA financing.
Powered by identifyd’s recruiting platform, we specialize in placing licensed operators, qualified managers, and leadership talent that directly address one of the most common SBA deal blockers: insufficient or unqualified management. We help lenders close more deals, reduce risk, and support borrower success post-close.

SBA Qualification Support

Qualified General Managers / Operators
Licensed professionals (for regulated industries)
Industry-experienced leadership required by underwriting
Key personnel needed to demonstrate operational capability

Pre-Close Talent Readiness

Identify gaps in management or licensing
Provide market insight on role availability and compensation
Recruit candidates who satisfy SBA lender requirements
Strengthen borrower credibility with a complete, qualified team

Post-Close Success & Risk Mitigation

Build out full leadership teams
Reduce key-person risk
Improve operational stability and scalability
Increase likelihood of loan performance and repayment

Pre-underwriting

Validate whether a borrower can realistically build a qualifying team

During underwriting

Fill required roles to keep deals moving

Pre-close

Ensure all personnel requirements are satisfied

Post-close

Support borrower execution and long-term success

Solve Core SBA lending Challenges

NaviTrust helps solve a core challenge in SBA lending: Deals don’t just fail because of numbers—they can also fail because of people. We directly address:

Lack of qualified operators
Missing licenses or industry experience
Over-reliance on the seller or exiting owner
Borrowers without execution-ready teams

SBA Support

This is especially valuable for:

Non-owner operators
Searchers / first-time buyers
Out-of-industry acquirers
Absentee or semi-absentee ownership models

Talent Readiness Assessment

We can also provide a Talent Readiness Assessment, including:

Key role gaps
Hiring feasibility
Compensation benchmarks
Timeline to fill required positions

Schedule Consultation

Exit Planning Advisors & Consultants

NaviTrust partners with exit planning advisors, consultants, and their business owner clients to build the leadership teams required to maximize enterprise value and ensure successful transitions.
Powered by identifyd’s recruiting platform, we specialize in placing high-impact talent—from key operators to executive leadership—that reduces owner dependency, strengthens scalability, and directly improves exit readiness and valuation outcomes.

Executive & Operator Search

General Managers & Integrators
COO / Operational Leaders
Finance & Accounting Leadership (CFOs, Controllers)
Sales & Revenue Leaders
Practice Managers (Dental / Healthcare)
Licensed & Skilled Technical Talent

Exit Readiness & Value Enhancement

Reduce reliance on the owner as the primary operator
Install leadership teams that support scale and continuity
Improve operational maturity and documentation
Increase buyer confidence through institutionalized management

Pre-Transaction Talent Strategy

Identify critical leadership gaps early in the exit planning process
Assess hiring feasibility for key roles buyers will expect
Align talent strategy with valuation and exit timeline
Prepare businesses for sale, recapitalization, or succession

Strengthen Exit Plans

Ensure leadership and operational structures align with target valuation

De-Risk Transactions

Address buyer concerns around management gaps before going to market

Increase Valuation Multiples

Build teams that demonstrate scalability and reduce key-person risk

Accelerate Deal Timelines

Eliminate delays caused by missing or underdeveloped leadership

Talent Readiness Assessment

We can support your clients with a structured talent evaluation to inform exit strategy:

Identification of key talent gaps
Hiring difficulty and market availability
Compensation benchmarking
Assessment of operational scalability

Schedule Consultation

Banking Recruiting

We partner with regional and community banks to recruit the experienced professionals who drive growth, manage risk, and strengthen customer relationships.
Powered by identifyd's recruiting platform, NaviTrust specializes in identifying and recruiting proven banking professionals across commercial lending, SBA, agricultural lending, treasury management, credit, compliance, executive leadership, and operations. Whether you're expanding into new markets, replacing key producers, building specialized lending teams, or planning for succession, we help you secure the talent that drives long-term growth and profitability.

Growth & Market Expansion

We help banks grow revenue by recruiting experienced producers and banking professionals who bring relationships, expertise, and market credibility.

Commercial Lending
SBA Lending
Agricultural Lending
Treasury Management

Private Banking
Retail Banking
Business Development
Market Presidents

Leadership & Succession

We help banks build leadership benches and prepare for future growth.

Executive Management
Regional Presidents
Chief Lending Officers
Chief Credit Officers

Chief Operating Officers
Division Leaders
Branch Leadership
Succession Planning

Risk, Credit & Operational Excellence

We recruit professionals who protect the institution while improving operational performance.

Commercial Underwriting
Credit Administration
Loan Operations
Compliance

Product Management
Risk Management
Portfolio Management
Deposit Operations

Accelerate Growth

Recruit experienced lenders and producers who expand market share, deepen customer relationships, and grow deposits and loan portfolios.

Strengthen Leadership

Build succession plans and recruit proven executives capable of leading future growth.

Reduce Hiring Risk

Our targeted recruiting process identifies passive banking professionals with the technical expertise and cultural fit required for long-term success.