Northvale Equity | Boutique M&A Deal Origination Firm

For capital partners seeking the right opportunities

We build direct relationships with founders across business services, technology, infrastructure, and other essential sectors. Those conversations help us understand each business and what its owner wants before we consider a potential introduction.

We take time to learn your investment criteria, sector expertise, and approach to working with founders. When there’s a credible fit on both sides, we can bring you into a conversation with the owner’s agreement.

Northvale Equity is a boutique M&A advisory and deal origination firm built around long-term relationships.

We connect founder-led businesses with strategic buyers, private equity firms, and family offices seeking aligned growth opportunities.

Our focus is sourcing proprietary, off-market acquisition opportunities before they enter competitive processes.

Through a founder-first approach centered on trust, alignment, and continuity, we help create partnerships designed for long-term value creation.

Leveraging modern sourcing strategies and AI-enhanced research, Northvale identifies opportunities across IT services, managed services, infrastructure, industrials, and other lower middle-market sectors.

Evergreen Services Group

Evergreen Services Group is a long-term holding company focused on acquiring and growing founder-led technology services businesses. Rather than operating with a traditional private equity investment horizon, Evergreen's permanent ownership model is designed to preserve each company's legacy while empowering leadership teams to operate independently and pursue sustainable growth.

Built on a decentralized approach, Evergreen provides strategic resources, operational expertise, and committed capital while allowing portfolio companies to maintain their unique culture, brand, and customer relationships. Their emphasis on long-term stewardship, leadership development, and partnership with founders aligns closely with Northvale Equity's commitment to connecting exceptional businesses with the right long-term capital partners.

CenterOak Partners

CenterOak Partners invests in middle-market businesses across business services, industrial services, and consumer services. The firm works with founders, families, and management teams on buyouts and recapitalizations, bringing capital and operating experience to help strong companies reach their next stage of growth.

CenterOak takes a hands-on approach to building value, working with leadership on opportunities such as geographic expansion, operational improvements, and strategic acquisitions. Its experience with founder- and family-owned businesses makes it a strong fit for owners seeking a growth partner who understands the importance of their company’s people and legacy.

Bernie Tobin

Founding Partner

Capital Relations

Bernie Tobin is a Founding Partner at Northvale Equity, where he leads Capital Relations and develops relationships with private equity firms, family offices, independent sponsors, and strategic acquirers.

Bernie brings more than three decades of executive leadership experience spanning business development, strategic planning, sales, and organizational growth. Throughout his career, he has held senior leadership positions including Managing Director, Executive Vice President, and Vice President of Sales, leading teams and working alongside executive leadership to execute growth strategies.

At Northvale, Bernie works closely with capital partners to understand their investment objectives, acquisition criteria, and approach to working with founders.

Together with Northvale's Founder Relations efforts, he helps create alignment between proprietary founder opportunities and long-term capital partners positioned to support their next stage of growth.

Brian Bowen

Founder & Managing Partner

Founder Relations & Origination

Brian Bowen is the Founder and Managing Partner of Northvale Equity, where he leads Founder Relations, proprietary origination, and the firm's overall strategy.

Prior to founding Northvale, Brian worked in corporate acquisitions and business development, focusing on identifying and developing relationships with founder-led businesses. His experience includes building proprietary acquisition pipelines, evaluating strategic fit, and working directly with business owners during the earliest stages of potential transactions.

Brian founded Northvale around a relationship-first approach to M&A: understand the founder, the business, and what matters beyond valuation before introducing capital.

Today, he works directly with founders to understand what they have built and identify capital partners whose investment philosophy and long-term vision genuinely align with their next chapter.

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