Her Story
Built From the Ground Up.
Erika Baez-Grimes grew up watching her family work hard for other people's businesses — and decided early that her future would be spent building and owning businesses of her own. As a first-generation Latina entering the world of mergers and acquisitions, she learned quickly that access to capital, deal flow and trusted relationships was the real barrier between people and business ownership — not ambition, and not ability.
That realization shaped everything she has built since. Rather than becoming a single-service provider, Erika set out to build an ecosystem: a network of associated companies, portfolio businesses and strategic partners that could give her clients access to the full range of expertise required to buy, build, invest in, scale and exit a business — all through one relationship.
Today, Erika is the founder, acquirer and business owner behind a growing group of associated brands spanning valuation and advisory, sell-side M&A, buyer education, off-market deal sourcing, healthcare acquisitions and post-acquisition infrastructure. She holds the Certified Mergers & Acquisitions Professional (CM&AP) designation and has spent more than 15 years working directly inside the deals, education programs and strategic relationships that make up her ecosystem today.
Companies, partnerships and brands Erika has founded, led, advised, or held ownership interests in have been associated with more than $350 million in business scale and exit activity. She shares that experience on stages, in classrooms and in private strategy sessions with the same goal every time: helping business owners and buyers understand their options and connect with the right resource to move forward.






