Erik Stapleton

Erik is a seasoned Mergers & Acquisitions professional with over 10 years in the field. His industry experience focuses on healthcare services, equipment and B2B distribution, manufacturing, and commercial & residential field services. He has evaluated hundreds of companies during his M&A career and has worked on many engagements totaling ~ $700M in gross proceeds.

In all phases of the transaction process from both the buy-side and sell-side, he is committed to providing an efficient transaction leveraging his abilities in project management, market research, financial modeling, business valuation, negotiations, and due diligence. Erik brings a strong understanding of the sale process which helps focus client energies on priorities while avoiding common pitfalls and distractions.

Prior to True North, he was a Vice President on the Investment Banking team at a Fortune 500 broker-dealer, and worked on both publicly traded and private equity-backed corporate development teams. He takes pride in helping lower-middle market founders and owners feel confident about exiting their businesses and entering the next chapter of their lives while honoring their legacy.

Erik holds an MBA from the University of St. Thomas, is a licensed real estate agent, and a CFA charterholder.