Mission & History
A message from our
Co-Founder
"After witnessing the rewarding potential of deal making—creating true win-win outcomes for everyone involved—while also seeing business owners suffer at the hands of sophisticated investors, I felt called to offer something different.
The mission behind NextPhase is simple: to inspire bringing humanity back into deal making. In an industry flooded by transactional relationships, complex incentives, and endless opportunities for intermediaries to profit at the expense of genuine partnership, we felt there was a better way—a more honorable way.
We started NextPhase because we believe that business owners deserve to understand what the sale process looks like, to be equipped for the challenges it brings, and to navigate the complexities without fear of exploitation. Too often, business owners are left with the short end of the stick simply due to a knowledge gap. Our goal is to bridge that gap.
We aim to educate, support, and connect business owners and buyers based on true compatibility—not just financial outcome. By leading with a highly relational approach, modern communication, and a commitment to legacy and alignment, we strive to build a network that puts people first. Our asset-light and cost-competitive model means our clients’ needs always come before our own. For us, success is measured by the quality of relationships formed and the positive impact we leave on those we serve.
NextPhase is more than a business—it’s a movement to restore trust, transparency, and integrity in deal making. Here’s to bridging the education gap in the M&A landscape, and helping match buyers and sellers in an honorable way!"
DIONISIO ROMAN III
CO-FOUNDER, NEXTPHASE
The Advantage Behind Every Opportunity
A unique blend of expertise, insight, and relationships that ensures buyers and sellers are positioned for success on both sides of the table.
The Advantage
Behind Every Opportunity
M&A Experience
Our team has over $300M of transaction experience from origination to closing, and has supported 75+ referrals and 25+ IOIs/LOIs since our inception in Aug-2024.
We provide strategic deal sourcing and vetting, both on- and off-market, combining human expertise with advanced technology to ensure all investment criteria are consistently met.
Marketing & Positioning
We bring a combined 20 years of branding and marketing experience, having designed 250+ brands, generated 15,000+ podcast downloads, and captured 45,000+ leads.
Our full-spectrum marketing, branding, and communication support enhances buyer presence and ensures prospective sellers, employees, and investors independently connect with their mission, vision, and approach.
Education & Advisory
We are educators and connectors who lead with a people-first approach grounded in transparency.
We bridge the knowledge gap by recommending advisory support, resources, and educational materials to help business owners confidently navigate the M&A process.
A client's reflection
“Working with Dionisio and the team at NextPhase Partners has been exceptional. Their approach to deal flow management is both methodical and fast-moving, every opportunity we’ve collaborated on has moved with clarity, precision, and purpose.
What stands out most is their ability to balance relationship-driven trust with analytical rigor, making complex negotiations feel seamless and productive. The digital presence and communication structure they’ve helped implement have had a measurable impact on visibility with key stakeholders.”
ABHI GOLHAR
MANAGING PARTNER, MERIDIAN84
We keep it simple.
Explore our tailored solutions for buyers and sellers.
Explore our tailored solutions
for buyers and sellers.
Quality deal flow is the goal. Marketing is the edge.
We’re the only team that can do both.
Quality deal flow is the goal.
Marketing is the edge.
01
70–90% of B2B customers research a company online before engaging.
NextPhase ensures your business is positioned for credibility from the first click, helping buyers and sellers quickly understand your value and alignment.
02
Off-market deals are 50% more likely to convert when the buyer has a credible online presence.
We build and refine your digital presence so off-market opportunities attract the right buyers and convert with greater confidence.
03
Companies that invest in brand and thought leadership see 60–70% higher engagement from management teams and investors.
NextPhase elevates your brand and thought leadership to strengthen trust, increase engagement, and amplify the impact of every deal.
04
High-quality decks, case studies, and digital collateral can shorten deal cycles by several weeks.
We create polished, compelling materials that communicate your story clearly, helping deals move faster and with greater clarity for all parties.
Contact Us
Discover how Next Phase Partners can amplify your reach, bolster your brand, and deliver quality opportunities.