Serving founder and family owned businesses

Preserving legacy through
strategic acquisition.

Liberty Walk Advisors is a lower middle market investment bank advising founders, owners, and investors through business development, investment, and acquisition — across the Upstate and the broader Southeast.

IBusiness Development
IIInvestment
IIIAcquisitions

What we do

Preserve legacy through a change in stewardship.

Every engagement is led directly by senior advisors — no hand-offs, no layers. The kind of attention a founder expects, at the scale where it matters most.

I

Business Development

Proprietary origination and strategic introductions that open doors across the Southeast — connecting operators, capital partners, and opportunities before they reach the market.

II

Investment

Capital strategy and evaluation for owners and investors deploying into the lower middle market — disciplined underwriting grounded in deep regional knowledge.

III

Acquisitions

Buy-side and sell-side counsel from first conversation through close — positioning, negotiation, and execution handled with discretion and precision.

How we work

A deliberate, senior-led process.

Four movements, one standard. Every client walks the full path with a principal at their side.

01

Discovery

A candid assessment of the business, its owners' ambitions, and the range of outcomes worth pursuing.

02

Positioning

The story, the numbers, and the strategy — arranged so the business presents at its full value.

03

Execution

Disciplined process management: outreach, negotiation, and diligence handled with quiet precision.

04

Close & Beyond

A transaction completed on the right terms — and a relationship that continues long after.

Liberty Walk Advisors — Consulting, Mergers & Acquisitions

The firm

Grounded in Greenville. Positioned for the Southeast.

Liberty Walk Advisors was built for the lower middle market — the family-owned companies, founder-led businesses, and rising operators that form the backbone of the Upstate economy. Deals of this size are often overlooked by larger firms; to us, they are the whole practice.

From our home in Greenville, South Carolina, we serve clients across the broader Southeast — combining the discretion and rigor of a national advisory with the proximity and candor of a neighbor.

Lower Middle

Market focus

Upstate SC

Home market

Southeast

Regional reach

The principal

Daniel Talbott, CBI, CEPA

Daniel is a resident of Greenville, South Carolina — husband, father, and follower of Christ — who transitioned from accounting and consulting to M&A advisory in 2023.

As a Certified Business Intermediary and Certified Exit Planning Advisor, Daniel specializes in helping business owners build, acquire, and exit founder and family owned businesses across the Southeastern United States.

Daniel Talbott, CBI, CEPA — Principal of Liberty Walk Advisors

Confidential inquiry

Let's discuss what's next.

Whether you are considering a sale, pursuing an acquisition, or simply weighing your options — the first conversation is always held in confidence, with no obligation.

Greenville, South Carolina · Upstate & the broader Southeast