You've built a great business - we make it Acquirable™

Empowering mid-market businesses to become irresistible through Strategic M&A and Growth Advisory

Who We Are

Learn more about the founders and companies, from all over the world, that we’ve had the honor of working with.

At Stone Canyon Advisors, we believe great businesses deserve great exits. We’re a specialized M&A and Growth Advisory firm built to serve middle-market founders and leadership teams. Leveraging the Acquirable™ Framework, we deliver maximum value at exit.

Why We Win:
We Turn Businesses Into Irresistible Targets
Our Acquirable Framework transforms your business into what buyers are actively searching for.
We Deliver Process, Precision, and Pace
Our framework gives founders a clear path to exit—fast, focused, and effective.
We Maximize Exit Value through Strategic Fit
We leverage deep industry insights to attract the right buyers at the highest value.

We make businesses Acquirable™

acquired by
acquired by
acquired by
acquired by
acquired by
acquired by
acquired by
acquired by

Growth Advisory

Clarity. Credibility. Scalability. We build what buyers pay a premium for.

M&A Advisory

Storytelling. Buyer Relationships. Bulletproof Diligence. We drive the process, and close the deal

Acquirable™ Framework

Our advisory framework is built upon four fundamental pillars that drive sustainable growth and maximize enterprise value.

Enterprise Value Impact

$4.5 M
$1.5 M EBITDA x 3X Score: 20/ 100
$96 M
$12 M EBITDA x 8X Score: 100/ 100

Efficiencies

01

We blueprint how work really gets done and hardwire it into clean, owner-light processes. The result is faster cycles, fewer errors, and a company that runs on rails, which is exactly how buyers want it.

Financials

02

We turn bookkeeping into boardroom-grade clarity, GAAP-aligned, EBITDA-tight, and forecastable. No surprises, just a clean story that stands up to diligence and commands stronger multiples.

Culture

03

We align leadership, organizational norms, and operating cadence so execution feels inevitable. Healthy, sticky teams lower execution risk and signal to acquirers that the value will endure after the handoff.

Scale

04

We build the engines, stems, people, and partners that let growth repeat without adding chaos. Layer in true moats and buyer synergies, and scale becomes a feature of the business, not a hope.

How We Add Value

Learn more about the founders and companies, from all over the world, that we’ve had the honor of working with.

Full 75-point diagnostic and report

Our comprehensive 75-point diagnostic evaluates operations, leadership, and financial health, revealing strengths and opportunities while providing a data-driven roadmap for sustainable growth and measurable enterprise value.

Quarterly coaching sessions with KPI review

Every quarter, we partner with leadership to review KPIs, align priorities, and adjust strategy, ensuring accountability, sustained progress, and consistent focus on measurable business outcomes.

Executive workshops on strategic readiness

Through immersive executive workshops, we equip leaders with frameworks to anticipate challenges, strengthen alignment, refine roadmaps, and enhance readiness for growth, transformation, and long-term enterprise success.

Acquirable™ Framework

The Acquirable™ Framework isn’t a checklist, it’s a research-backed, 75-point diagnostic built from $1.5B+ in successful transactions and the experience of a seasoned advisory team. Designed to reveal the markers buyers value most, it generates clear, actionable steps that transform your business into one buyers can’t resist.

Closed Deals & Satisfied Clients

Learn more about the founders and companies, from all over the world, that we’ve had the honor of working with.

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Green Guard Services → Acquired by Eversmith (Riverside Company)
acquired by
ConnectPV → Acquired by Shoals 
Technologies
acquired by
Capstone Fire → Acquired by Global Medical Response
acquired by
Montbleau & Associates → Acquired by Crescendo Capital Partners
acquired by
McBride Door & Hardware → Acquired by Cook & Boardman
acquired by
Ironwood Electric → Merged with ALBD Electric & Cable

Note: Transactions reflect the Principals’ prior experiences.

Meet Our Leadership Team

Learn more about the founders and companies, from all over the world, that we’ve had the honor of working with.

Josh Donnelly
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Josh Donnelly
Founder/Managing Partner

Josh Donnelly is the Founder and Managing Partner of Stone Canyon Advisors. Over the past decade, he has advised on more than $1.5 billion in M&A and bond-financing transactions, helping founder-led businesses achieve strategic exits and unlock long-term growth.

Before founding Stone Canyon, Josh became the youngest Partner at Shoreline Partners, where he developed a reputation for delivering exceptional results in high-stakes M&A transactions. He launched Stone Canyon to bring a growth-forward, owner-centric approach to sell-side M&A—combining strategic foresight with institutional execution.

Josh is an active leader in the dealmaking community. He serves as President and Board Member of ACG San Diego, is Committee Co-Chair of the ACG Aerospace & Defense Middle Market Leadership Forum in Los Angeles, and sits on the committees for the ACG Ag Conference in St. Louis and ACG DealMAX® in Las Vegas. He holds FINRA Series 79 and 63 licenses and is a frequent speaker to business owners and executive audiences. Josh is known for his clarity, candor, and unwavering commitment to helping founders win.

Josh Donnelly
Josh Donnelly
Founder/Managing Partner
Josh Hotsenpiller
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Josh Hotsenpiller
Operating Partner

Josh Hotsenpiller is a seasoned entrepreneur and strategist known for generating revenue, scaling organizations, and guiding companies through successful exits. He has raised significant capital from Insight Partners, led three software companies to exit, and built a reputation as an operator who creates platforms that drive growth and enterprise value.

As a TEDx Speaker and U.S. State Department Global Ambassador for Entrepreneurship, Josh has inspired global audiences with insights on leadership, innovation, and well-being in high-performance environments.

He has delivered enterprise-wide software solutions for HP Global, GoPro, the United Nations, and Estée Lauder, and partnered directly with executives at Visa, Unilever, Weight Watchers, among many others, on storytelling and brand positioning around values, culture, and company direction.

Today, as an Operating Partner at Stone Canyon Advisors, Josh brings these skills to empower companies to unlock maximum enterprise value and ensure irresistible exits.

Josh Hotsenpiller
Josh Hotsenpiller
Operating Partner
Joe Curtis
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Joe Curtis
Partner

Joe Curtis is a dynamic executive with over 20 years of experience in the financial services and real estate industries, specializing in driving growth and operational excellence. As the former President of The Heritage Escrow Company and Chief Operating Officer of Pango Group, he has consistently demonstrated a "people-first" leadership approach to build high-performing teams and optimize business operations.

Early in his career, Joe was recruited into the title and escrow industry and served as Executive VP of Sales & Business Development for Pango Group, where he quadrupled annual revenues by implementing new accountability systems and focused sales processes. He has been featured in The Top 100 People in Real Estate magazine and has been a driving force in keeping Pango Group at the forefront of evolving technologies, leading tech-forward projects to enhance client experiences and increase efficiencies.  His work at Pango Group led to a 9-figure exit.

Joe brings much practical experience to Stone Canyon Advisory in creating value in operating companies and preparing them to exit.

Joe has been a resident of Del Mar, California for over 15 years and is known for his commitment to philanthropy, having been involved in establishing fundraisers for organizations like San Diego Youth Rugby and being named a 2018 Advocate for Social Good by Giveback Homes.

Joe Curtis
Joe Curtis
Partner
Katie Ducharme
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Katie Ducharme
Chief of Staff

Katie Ducharme is the Chief of Staff at Stone Canyon Advisors, where she partners closely with firm leadership to drive operational execution, internal alignment, and scalable growth. She serves as a strategic operator, ensuring that priorities, systems, and teams stay aligned as the firm expands its advisory and M&A platform.

In her role, Katie oversees firm-wide operations, pipeline and performance reporting, CRM and data infrastructure, and cross-functional coordination across growth, M&A, and internal initiatives. She works at the intersection of strategy and execution, translating leadership objectives into clear processes, measurable outcomes, and consistent operational rhythm.

Katie brings a background in executive support, systems optimization, and analytics, with experience supporting founder-led businesses in fast-paced, high-growth environments. She is known for building structure without friction, improving visibility through data, and anticipating organizational needs before they become constraints.

Katie Ducharme
Katie Ducharme
Chief of Staff
Shivam Sharma
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Shivam Sharma
Senior Analyst

Shivam is an MBA in Finance with over four years of investment banking experience, focused on serving boutique and mid-market firms across the United States and Canada. His expertise spans both buy-side and sell-side M&A transactions, with sector coverage including Business Services, Consumer, Transportation, Industrials, and Technology, Media & Telecom (TMT).

Prior to joining Stone Canyon Advisors, Shivam was part of the Investment Banking team at SG Analytics, where he played a key role in executing cross-border deals and delivering strategic insights to clients. He began his investment banking career in 2022, gaining hands-on exposure to the full deal lifecycle from industry research and valuation analysis to the preparation of client-ready materials and support for live transactions.

Outside of work, Shivam is an avid cricket enthusiast and enjoys reading, traveling, and staying active through fitness and outdoor pursuits. He is deeply committed to continuous learning, with a keen interest in finance, technology, and global markets.

Shivam Sharma
Shivam Sharma
Senior Analyst
Jazzel Obasan
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Jazzel Obasan
Executive Assistant

Jazzel Obasan is an Executive Assistant at Stone Canyon Advisors, where she provides dedicated support to the firm’s leadership team. She began working with Managing Partner Josh Donnelly in 2023 as a personal virtual assistant before moving into her current role.

Based in the Philippines, Jazzel began her career in 2017 as a social worker in a family-like care setting, where she focused on case management, family strengthening, and child and youth development programs. In 2023, she transitioned into a leadership role as a program coordinator and assistant director for a nonprofit organization, where she led initiatives supporting women’s growth, including programs for victim-survivors of human trafficking, gender-based violence, and at-risk women. She also collaborated with international partners across India, Uganda, and the United States to strengthen programs and advocacy. She served until 2025 before fully shifting her career to executive support.

Her professional journey reflects a meaningful transition—from frontline social work to executive assistance—bringing with her strong organizational skills, adaptability, and an eye for detail. Beyond her work, Jazzel is passionate about creativity, wellness, and continuous growth, pursuing her artistry as a self-taught artist and finding fulfillment in activities that keep her inspired and balanced.

Jazzel Obasan
Jazzel Obasan
Executive Assistant

Testimonials

Learn more about the founders and companies, from all over the world, that we’ve had the honor of working with.

I considered other bankers, but Josh stood out by understanding how this decision would affect my business, family, and future. His care and commitment gave me confidence that I wasn’t just another deal, but a valued relationship.

Nate Leathers
Former CEO of Green Guard

They are leading the way and bringing diverse stakeholders together to advance one another. Their energy, ideas and perspectives foster dynamic reflective encounters.

Sarah Alter
NextUp
100+
Deals Closed
$1.5B+
Transaction Value
50+
Years of team Experience

Our M&A Services

We understand that each business is unique. That’s why we focus on building lasting relationships and delivering tailored solutions aligned with long-term goals.

Sell-Side Advisory

Drive competitive bidding to maximize valuation

Strategic buy-side engagements

Drive competitive bidding to maximize valuation

Growth Capital Advisory

Drive competitive bidding to maximize valuation

Offer negotiation & LOI execution

Drive competitive bidding to maximize valuation

Confidential buyer outreach

Drive competitive bidding to maximize valuation

Due Diligence and Close Management

Drive competitive bidding to maximize valuation

FAQ

Learn more about the founders and companies, from all over the world, that we’ve had the honor of working with.

How do I know if you’re the right fit for me?

Start by taking our Initial Assessment, which gives us insight into your business, your goals, and where you’re headed. From there, we can begin building a relationship and exploring how we can work together to position your company for success and help you achieve your objectives.

What does Stone Canyon Advisors do?

Stone Canyon Advisors helps founder-led businesses become Acquirable™ and then supports them through the sale process to maximize value and minimize friction.

What types of businesses do you typically work with?

We partner with founder-led and family-owned companies that have built strong operations and want to explore growth or prepare for an eventual sale. Our clients are typically leaders in their niche markets, often with loyal customers, specialized capabilities, and a desire to see their legacy continue beyond a transaction.

What is the Acquirable™ Framework?

The Acquirable™ Framework is our proprietary assessment and growth process designed to align a company with buyer expectations. It evaluates key pillars—efficiencies, financial transparency, culture, and scalability—to identify gaps, strengthen marketability, and ensure businesses are positioned to achieve maximum value at exit.

Why should I prepare my business to sell it?

Most companies don’t fail to sell because of a lack of interest—they fall short because of issues uncovered in due diligence or misalignment with buyer expectations. Preparing your business in advance reduces execution risk, uncovers hidden value drivers, and creates competitive tension among buyers, ultimately leading to a smoother process and higher valuations.

Do I need to be ready to sell right away to work with you?

Not at all. Many of our clients engage with us years before a potential transaction. The earlier you start preparing, the more time you have to strengthen value drivers and reduce friction when the time is right.

How do you find potential buyers?

We leverage deep industry relationships, proprietary databases, and a tailored outreach process to connect with the most qualified strategic and financial buyers. By combining targeted research with our network across private equity, corporate acquirers, and family offices, we ensure your business is seen by buyers who recognize its true value.

Contact Us

Fill out the form below and one of our advisors will reach out to explore how we can help you achieve your goals.

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$1M–$5M
$5M–$10M
$10M–$25M
$25M–$50M
$50M+
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Technology / SaaS
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You’re in the right place.

Our advisory services are designed for businesses with $5M+ in annual revenue. If you’re not there yet, we’ve partnered with a trusted team specifically equipped to help businesses at your stage.

Complete the assessment below, and we’ll help connect you with the right next step.

You're a strong fit.

Based on your profile ($25M–$50M, Technology / SaaS), your business is exactly the type we help achieve premium exits. Take the full assessment to get your Acquirable™ Score.

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