Integrated Advisory for Business and Real Estate Investors
Soleil Equity
Soleil Equity is a boutique advisory and brokerage firm specializing in lower-middle-market M&A (up to $500M) and commercial real estate. We partner with investors, entrepreneurs, and owners to maximize portfolio value through strategic transactions, disciplined market insight, and tax-efficient structuring in collaboration with CPA experts.
Our Services
M&A and Business Transactions
Buy-side and sell-side advisory for lower-middle-market and mid-market deals—valuations, capital structuring, and execution aimed at maximizing IRR and equity value.
Commercial Real Estate Advisory
Acquisition, disposition, and leasing across multifamily, industrial, land, and specialty assets—portfolio strategy, underwriting, and market entry/exit timing.
Tax-Efficient Investment Structuring
In partnership with CPA experts: entity design, tax optimization, and cash-flow planning to preserve capital and enhance long-term performance.
