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Nova Ridge Partners

Value creation now.
Exit optionality later.

We partner with legacy SMB owners to implement AI-driven operations, expand EBITDA margins, and prepare for strategic transactions in the lower-middle market.

Service Offerings

Systematic value creation through operational modernization and strategic positioning.

Value Creation & Operational Excellence

Implementation of AI and digital systems to streamline operations, reduce costs, and improve scalability across sales, operations, and back-office functions.

  • Process automation and digitization
  • AI-powered customer acquisition systems
  • Financial reporting and KPI dashboards
  • Operational efficiency audits

Transaction Readiness & M&A Preparation

Comprehensive preparation for strategic transactions, including buyer identification, valuation optimization, and process management.

  • Business valuation and positioning
  • Strategic buyer mapping and outreach
  • Due diligence preparation
  • Transaction process management

Our Approach

A systematic methodology for value creation in the lower-middle market.

01

Assessment & Planning

Comprehensive operational audit and strategic planning to identify value creation opportunities.

02

Implementation

Systematic deployment of AI tools and operational improvements with measurable KPIs.

03

Exit Preparation

Strategic positioning and process management for optimal transaction outcomes.

About Nova Ridge

Nova Ridge Partners is a student-run boutique advisory focused on the lower-middle market. We bring institutional-quality frameworks and emerging technology expertise to legacy businesses preparing for their next chapter.

Our Advantage

As a student-run advisory, we combine rigorous academic training with practical experience in AI implementation and transaction processes.

Our model allows us to work closely with select clients, providing dedicated attention typically reserved for much larger transactions.

Current Focus

We are building our initial practice with pilot partnerships, developing case studies and refining our methodology.

Our pipeline includes opportunities in manufacturing, professional services, and technology-adjacent businesses seeking operational modernization.

Leadership Team

Student leaders combining academic rigor with practical experience in finance, technology, and operations.

Alex Chen

Managing Partner

Education

Wharton School, Finance & Strategy

Experience

Former Goldman Sachs Summer Analyst, McKinsey Pre-MBA Intern

Expertise

M&A Advisory, Valuation Modeling

Sarah Martinez

Operations Partner

Education

MIT Sloan, Operations Research

Experience

Former BCG Associate, Tesla Operations Intern

Expertise

Process Optimization, AI Implementation

David Kim

Technology Partner

Education

Stanford CS, AI/ML Concentration

Experience

Former Google SWE Intern, Y Combinator Fellow

Expertise

AI Systems, Digital Transformation

Academic Advisory Board

Our work is guided by faculty advisors from leading business schools with expertise in corporate finance, operations management, and technology strategy.

• Wharton Finance Faculty• MIT Operations Research• Stanford AI/ML Advisory• Industry Practitioner Network

Pilot Partnership Program

We are currently accepting applications for our pilot program. Selected partners will receive comprehensive value creation services at reduced rates in exchange for case study collaboration.

Contact

Qualified prospects and partnership inquiries are welcome.

Get in Touch

partnerships@novaridgepartners.com
+1 (555) 000-0000
linkedin.com/company/nova-ridge-partners

Ideal Partnership Criteria

  • $1M - $20M annual revenue
  • Legacy operations with digitization potential
  • Owner considering succession within 2-5 years
  • Open to operational modernization
  • Strong underlying business fundamentals