Growth Specialists for
Exceptional Entrepreneurs

Why settle for a Founding Partner when you can have a Founding Team?

At Levelup we bring executive-level financial strategy, operational insight, and deal-making expertise to help founders break through barriers, close transformative deals, and build enduring businesses. We don't just advise; we roll up our sleeves and share the lift.

Strategic Partnerships

We forge high-impact connections that unlock new opportunities for your business, creating pathways to accelerated growth and market advantage.

Vertical Expansion

Diversify and scale your business by strategically entering new verticals with our expert guidance and operational support.

Tuck-in Acquisitions

Strengthen capabilities and expand into adjacent disciplines through strategic acquisitions (including Silver Wave and other advantaged M&A options).

Level Up Partners helps companies build the foundation for scalable growth. We connect Exceptional Entrepreneurs with seasoned operators and strategic resources to prepare them for successful capital events.

We don't just advise; we partner to unlock your next stage of growth.

Schedule Consultation

Who We Are

Experienced Executives

Our team brings wealth of knowledge from companies like ADP, PwC, Blackline, ING Barings, Imperial Capital, GreenDot, Peninsula Group, NFL, Guthy-Renker, Honest Company, Active Interest Media, Public Communications Services, MDCredit, and BioGenesis Enterprises among others

Entrepreneur Focused

We serve ambitious entrepreneurs focused on growth. Levelup bets on Exceptional Entrepreneurs who know enough to delegate away distractions that divert attention away from their core product. Levelup supports Entrepreneurs and allows them to stay focused on success.

Growth Specialists

Our expertise helps businesses break through limitations and achieve institutional support. Our team has participated in Billions of Organic Growth, Billions of M&A and Billions of Capital Raised.

Levelup Legends & Legacy

Our Executive's Experience comes from working in many companies your are familiar with.

Our Leadership Team

Andrew Altholz
CO-founder
Strategic & Finance Director

Investment Banking, Private Equity, & Acquisition Finance that has built several successful companies, developing effective sales and M&A strategies.

Chi Song
Board Advisor
Planning Specialist

Director of Finance for Several Multi Billion Dollar Publicly-traded Companies with backgrounds in Public Accounting and Private Equity.

Andy Crewell
CO-founder
Administrative & Legal Director

A unicorn that has a Law Degree & Accounting background and has scaled startups to publicly traded companies. Andy lives deep in day-to-day operations.

Marie Bernardino
Advisor
HR & Recruiting Specialist

Recruiting and HR expert that has lead various recruiting powerhouses and maintains longstanding working relationships with vital Institutions nationwide.

You are a Great Fit for Levelup if …

You are an Entrepreneur with a rapidly scaling business that wants to stay focused on growing your product. You are getting into larger deals and have learned that closing them requires impressive executives utilizing professional analytics. Levelup offers experienced executives that share the lift of growing your business past its biggest obstacles.

All growing businesses face legal, accounting, banking, finance, sales strategy and administrative challenges. Levelup will jump into the trenches with you and address the Administrative, Accounting, Legal, Finance, HR and other Executive Demands of your Company. It will take on these tasks before you can afford the full time services of executives specializing in these fields. Levelup aligns with your goals, and only profits when you have taken the next step in your corporate growth.

Levelup helps founders who’ve hit an operational ceiling and feel stuck in the chaos of rapid growth. When your company can’t get out of its own way, we step in to help you find clarity, structure, and momentum.

Simply put: we love helping Exceptional Entrepreneurs unlock their full potential. With the right strategy, partnerships, and executive support, we help you break through the noise; and scale with purpose.

Representative Client Wins

Industrial Processor, ​
Ethos Manufacturing

  • Partnered with Engineers and built Industrial Biomass Processor​
  • From Conception to in excess of $50mm Revenue​
  • Equipped more than 27 locations around the world.​
  • Built the largest Economically-viable Processing Facility in the world capable of extracting more than 40k lbs per day.​
  • Our equipment still processes the dominant processors in several nations around the world.​
  • Where able to scale the company without debt or outside capital.

Private-label Credit,​
MDCredit

  • Conceptualized, Funded, Scaled and sold lauded Private-label Finance Company for Physicians.​
  • Added more than 100 Physicians in first two years.​
  • Engaged many of the top Physicians in the country.​
  • Increased access to surgical procedures for hundreds of patients.​
  • Generated millions in additional income for Physicians.​
  • Reduced Physician's reliance on typically predatory Insurance and 3rd Party Financing payment systems.

Real Estate Developer

  • Hired to address transcend issues for multi-billion dollar developer.​
  • Cleaned reporting, modeling and budgeting ahead of Corporate Sale.​
  • Supported Strategic sell-off of underperforming properties.​
  • Modeled an insurance claim that resulted in an $85mm payment up from anticipated recovery of less than $30mm from prior model.​
  • Modeled Escheat Issue going back decades to companies inception in US that mitigated potentially hundreds of millions of liability for under $50mm. ​
  • Develop Models for evaluation and comparison of Capital Transactions on new developments.

Select Current Market Engagements

Recruiting Consolidation,
Search Intelligence Group

  • Partnered with Leading Boutique Recruiting Firm based out of Los Angeles & Hawaii.
  • Adding seasoned Recruiters capable of leading high valued verticals.
  • Created Cooperative structure for Recruiters to benefit from best practices and senior experience from several key executives.
  • Increased typical Recruiters payout over 3x per transaction while reducing administrative work load almost completely.
  • Created additional opportunities for Recruiters to monetize relationships and generate recurring revenue.
  • •Emphasis on curating a fun and supportive team that uplifts each recruiters enjoyment and productivity .

IT & Security Consolidation,
Newco Acquisition Platform
Level-IT-Up / Experts Unlimited

  • Partnered with exceptional IT & Security company based in Los Angeles.
  • Targeting Sliver Wave and other IT businesses seeking a reliable exit.
  • Consolidating highly fragmented market with active M&A activity in small mid and VC ranges.
  • 90th%+ contribution platform with established management team and excellent service team.
  • Over 20 years' service history.
  • Offering exits that are more reliable, more likely to be accelerated and typically on better terms.
  • Upward movement and considerable opportunities for acquired staff and managers to grow and scale not just their business but add-on acquisitions as well.

Security Guard Company,
Pono & ROI

  • Partnered with only National Guard Service founded & headquartered in HI.
  • Fast growing Guard Brokerage Platform.
  • National Blue Chip Clients: Whole Foods, IN n Out, CBRE, Enterprise, Hyatt among many others.
  • Premium Guard offerings including Armed as well access to heavily discounted posts.
  • Numerous electronic and other Interventions that can be more economical and stronger deterrents than exclusive guard posts.
  • Industry leading reporting and double supervision across most posts.
  • Tacking, training and revenue generating engagement for many clients.

Key Advantages

Cost-Effective Leadership

Engaging Levelup saves a company 50% or more of the cost of doing a capital raise to support building an executive team. Our approach delivers executive-level expertise without financial burden.


Reducing Entrepreneurial Stress

Entrepreneurship can take an oppressive toll mentally and emotionally without the right team. Levelup helps you conserve your energy for what truly matters, growth.

Navigating Business Challenges

Levelup helps solve the hairballs, distractions, delays and transcendent issues that growing businesses face almost daily. Especially the counter-intuitive ones that require experience and relationships to be solved.

Experience-Driven Solutions

Backed by decades of expertise, we address the most intense issues with the right kind of humor and optimism, delivering personalized services that cater to you and your companies unique needs.

Leveraging experienced industry knowledge, innovative analytical tools, and a collaborative approach, we equip our clients to make well-informed decisions, minimize risks, and seize new opportunities. Join the many forward-thinking businesses that trust Levelup Partners, LLC to accelerate their journey to the next level.

Strategic Financial Solutions

Enterprise Value

In modern markets, growth drives equity value. To grow you need to attract quality institutions. Typically quality institutions diligence begins with your executive team and your plan for monetizing your companies equity.

Data-Driven Analysis

Experienced strategic management and meticulous financial preparation ensures meeting growth goals. Goals must be set in a detailed financial model and budgeting process that are well iterated. Executives with experience iterate faster, months or even years ahead of intuitive efforts.

Experienced Executive Leadership

Your business may not have the experiences it needs for lift-off. The sooner you add these experiences the better your chances. Decades of Executive Leadership at leading companies is the foundation of our offering.

Why Choose Us

1

Aligned Interests

Unique combination of discounted fees and future equity participation.

2

Cost Effective

Access executive expertise for less than a full-time employee.

3

Growth Focused

We succeed when you profit and reach the next stage.

Our Approach

Deep Analysis

Data-driven examination of your operations.

Strategic Recommendations

Collaborate with ownership on key changes.

Professional Implementation

Timely execution of action items.

Regular Communication

Frequent updates and progress tracking.

Our Services

Finance & Accounting

Strategic financial planning, analysis, and modeling.

HR & Recruiting

Employment policies, job descriptions, and recruiting targets.

Legal Support

Contract templates and administrative operations.

Strategic Planning

Pitch decks and growth strategies tailored to your goals.

Sales Strategy

Advance successful pitches and target critical relationships that advance growth.

Frequently Asked Questions

What services do you offer?

We provide Strategic Fractional Executive Services tailored to your business needs. These include strategic goal setting, financial planning and analysis, capital and equity transaction management, administrative management, and executive recruiting. We offer services that are designed to allow driven founders to focus on their product and not worry about whether the administrative side of the company can keep pace with them.

How do Fractional Executives work?

Fractional executives work part-time, providing high-level expertise without the full-time cost. This permits each client to pick and choose the services that are most important to them, and achieve their goals without the cost of full-time employment.

Why does Levelup get a warrant?

Levelup aligns itself with the goals of its clients by deferring a portion of its service fees in favor of a small participation in future ownership. Levelup also performs and replaces the services of seasoned executives who typically require a larger equity commitment as part of their compensation package.

How can I get started?

Contact us at 855-600-0077 or info@partners-levelup.com to schedule a consultation.

Get in Touch

Schedule Consultation

Ready to elevate your business? Let's talk and build a Strategic Model of what we can do together.

Call Us

(855) 600-0077

Email Us

info@levelup.ceo

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