Regalis Capital Reviews

Yes. Regalis Capital is a buy-side acquisition advisory firm. The team signed 294 accepted offers, sourced 171,190 deals, and finished 2025 with $43.5M in lending and closing. Over 100 people on the team. Ex-investment bankers, ex-private equity, Big 4 accountants. The videos and deal outcomes on this page are from actual clients.

Yes. Every video on this page is an actual Regalis Capital client talking about a deal they closed. The screenshots are real Slack and SMS conversations between clients and the team. Deal numbers and dates are unchanged. Names are kept off the page because clients ask for it. Acquisitions involve sellers, lenders, competing buyers, and the client's own employees who all read the internet. Names attached to closed deals get used against clients later, so privacy is the default.

Regalis Capital is a firm, not a curriculum. Courses and coaching programs sell instruction. The client watches modules, joins group calls, and is expected to source, vet, negotiate, and close deals themselves. Regalis Capital runs the deal process for the client. The team sources listings, screens them against the client's buy-box, vets financials, structures offers, manages the lender, and coordinates the closing.

The fee structure reflects this. Courses are paid in advance for content. Regalis Capital charges a retainer plus a success-based fee tied to a closed transaction, so the bulk of compensation is contingent on the client actually buying a business. The team is staffed by ex-investment bankers, ex-private equity, and Big 4 accountants, and currently runs at 100+ people across sourcing, analysis, lending, and closing pods.

No. Client privacy is the standing rule. An acquisition in progress involves the seller, the lender, competing buyers, the broker, the existing employees of the target business, and the client's own family and lender relationships. Publicly identified buyers can be targeted by all of these parties, which is why the names attached to closed deals are kept off public surfaces by default.

The proof on this page IS the reference set. Every video is an actual client describing a deal they closed with the team. Screenshots show real Slack and SMS conversations and lender term sheets. Deal sizes, cashflow numbers, and timelines are unchanged. Faces and voices appear in the testimonial videos where the client cleared a public release.

Regalis Capital handles deal sourcing, vetting, structuring, lender coordination, and execution.

Sourcing pulls roughly 150 listings per week through BizBuySell, broker sites, and the broker network. The analysis team reviews the last 3 years of financials, tests for customer concentration and operational risk, and runs the valuation against the typical multiple range of 3-5x EBITDA, where most acquisitions close at 4-5x. Structuring builds the offer to clear a 1.5x debt-service-coverage ratio after the owner's replacement salary, taxes, and a rainy-day buffer, and to leave the buyer with 10-20% post-close liquidity. Lender coordination runs the SBA package through the underwriting team to a credit-approved term sheet, not a conditional rubber-stamp. Execution covers legal, due diligence, the purchase agreement, the closing checklist, and the cadence calls through funding.

The client decides. Each presented deal arrives in Slack with a short Loom and the full vetting package. The client gives a yes or no, joins the seller calls, signs the LOI, signs the purchase agreement, and shows up for funding.

Sourcing runs continuously through the broker network, broker websites, and BizBuySell. Around 150 listings move through the funnel each week. The team works through a structured screen before any deal is presented to a client.

Step 1 is the financial review. The analysis team reads the last 3 years of returns and P&Ls, looking at revenue trend, cash conversion, owner add-backs, and margin durability. Step 2 is industry fit. Recession-resistant categories with predictable revenue clear the screen. Trend-driven categories typically do not. Step 3 is seller motivation. Sellers who are testing the market or attached to a number above what the cashflow supports are dropped. Step 4 is risk testing: customer concentration, key-employee risk, and operational dependence on the owner. Step 5 is lender fit. Every presented deal is structured so the SBA lender's credit team can underwrite it without a re-pricing.

The result is a small number of deals reaching the client's inbox: roughly 1.5-3% of inbound listings survive the screen, and that filter tightens further above the $500K cashflow band where misrepresentation rates climb.

About 97-98% of inbound listings never reach the client. Only 1.5-3% of listings clear the initial financial and qualitative screen. Above the $500K cashflow threshold, the survival rate drops another 20-30% because misrepresentation and thin margins become more common. Anything that reaches the client has already cleared financial review, lender-fit review, and the team's seller-motivation check.

The on-market program targets an average of about 1 quality deal per week for a normal buy-box. A normal buy-box is a 3-hour radius around a populated city, with either an open industry mandate or a small handful of targeted industries across 1+ states. Over the course of a month, the cadence usually averages 3-4 strong options, with some weeks producing none and other weeks producing 4-5.

Deal volume tracks the buy-box. A wider geography and a more open industry mandate produces more deals. Above $350K in cashflow, in cities under 3-5 million people, or with narrow industry targeting, the team may present well under 1 deal per month. Regalis Capital does not manufacture deal flow to hit weekly numbers. If the only deals in the buy-box are misrepresented, overpriced, or high-risk, the screen still applies and nothing is presented.

Closing timeline depends on the same factors. Broad buy-boxes with low cashflow floors typically close in 90-100 days. Broad buy-boxes with medium floors typically close in 6-9 months. Tight buy-boxes above $350K cashflow, in small cities, or with narrow industry targeting can take up to 18 months. From signed LOI to close, 90 days is the standard window when deal economics work and the seller is responsive.

A few hours per month. The client reviews presented deals, gives a yes or no, joins seller calls when a deal moves forward, and signs documents at LOI, purchase agreement, and closing. The team handles sourcing, financial review, structuring, lender coordination, legal coordination, and the closing checklist. The client does not need to leave a current job during search or LOI stages. Buyers who try to run the same process unassisted typically report 100+ hours per month spent on sourcing and review alone.

No. The acquirable target is a business that runs on systems and managers, not on the owner's technical skills. The owner's job is decision-making, capital allocation, and oversight of the management layer. A business that requires the owner to perform the technical work is a job, and SBA lenders generally screen those out at the cashflow band Regalis Capital targets.

The exception is highly regulated or licensed industries (specialty medical practices and similar), where ownership requires a credentialed operator on staff. For the majority of categories the team works in, the client's prior industry experience is not a qualifier.

Yes. SBA rules require a personal guarantee from any borrower with 20% or more ownership in the buying entity. The personal guarantee itself is non-negotiable; the structure around it is where Regalis Capital does the work to lower the buyer's actual risk exposure.

2 structural levers do most of that work. The 1st is cashflow cushion: the team only moves on deals that clear at least a 1.5x debt-service-coverage ratio after layering in salary, taxes, and a rainy-day buffer. Deals that don't leave room to breathe get killed. The 2nd is seller-side risk-sharing: meaningful seller notes and holdbacks keep the seller on the hook for post-close performance, lowering the lender's perceived risk and reducing the chance the personal guarantee is ever called. The buyer still signs, but on a deal where the business is structured to service the debt.

If no single person hits 20%, SBA still requires at least 1 full guarantor. If spouses (plus minor children) together own 20% or more, SBA requires both spouses to guarantee. Even when a spouse is not an owner, lenders often need the spouse to sign collateral documents if assets are jointly held.

Yes, in a defined scope. Every deal is structured with a seller transition period built into the purchase agreement, so the seller stays on for a defined window to train the buyer and the management team. The transition window is sized to the complexity of the business.

In the 1st 90 days post-close, the team is available for financial and operational guidance: how to read the new owner's monthly numbers, where to focus operationally, when to deploy working capital. Referrals to legal, tax, and hiring resources come through the team's network. Beyond the included post-close window, additional advisory work is scoped and billed separately, and monthly owner roundtables are open to past clients.

The deal process itself is fixed. The cadence calls, the communication channel (Slack), the decision points, the Loom-based deal presentations, the LOI template, and the lender package format are all standardized. This is what allows the team to run multiple clients in parallel without the process breaking.

What is customized is the buy-box: target geography, industry filter, cashflow band, multiple ceiling, and structure preferences. A 2-hour radius around a major metro with open industry is workable. A 10-minute radius from a specific address is not, because the deal universe inside that radius is too thin to clear the screen. Clients who need to drive the workflow itself are generally not the right fit.