Capitaliz Announces Strategic Partnership with REAG to Drive Integrated Exit Planning
August 6, 2025 – Capitaliz is excited to announce a new strategic partnership with REAG, a trusted name in M&A and lower middle market investment banking. This collaboration aims to support the industry’s shift towards more integrated, outcome-driven solutions, empowering planning practitioners and owners to work seamlessly across disciplines to build transferable business value.
The partnership addresses the growing need for unified services in professional planning, which continues to evolve and expand. Through joint efforts, REAG and Capitaliz will focus on delivering comprehensive solutions to both communities to enhance execution, optimize strategy, and reduce fragmentation in the exit planning process.
REAG has invested in the Capitaliz platform to fund further growth and integration of AI features to help advisors better identify potential exit opportunities. Being experts in private capital market dynamics with a proven sell-side and buy-side processes, this partnership with REAG will give Capitaliz users with market intelligence, actionable M&A insight and the support needed to leverage tools to help owners navigate this critical juncture in their exit journey.
Capitaliz founder, Dr. Craig West said, “The partnership is important to us and our users, we have known the REAG team for several years, they are well known for their deep expertise, collaborative approach and experience in middle market M&A that will allow Capitaliz advisors to activate opportunities for clients to exit.”
REAG co-founder, Scott Mashuda added, “We’re thrilled to partner with Capitaliz to bridge the gap between exit planning strategy and M&A execution. This collaboration allows us to bring our deep market expertise directly to the planning community, creating a more seamless path from business optimization to successful exits.”
We look forward to better outcomes for business owners, as we continue to develop an impactful partnership with REAG to provide innovative tools and winning solutions for the exit planning community.
About REAG: For over two decades, REAG’s Investment Banking Team has specialized in Mergers and Acquisitions and Private Capital Market Advisory services in the Lower Middle Market. The firm is committed to meaningful engagement and long-term collaboration, helping leadership teams, private equity groups, and family offices optimize cash flow, overcome growth challenges, maximize business value, and successfully transfer ownership. REAG’s comprehensive approach combines deep industry expertise with a commitment to delivering exceptional client service and winning outcomes.
About Capitaliz: Capitaliz is a leading exit planning platform that empowers advisors and business owners to build transferable business value through integrated, outcome-driven solutions. The platform combines advanced AI features with comprehensive tools and resources to help planning practitioners identify exit opportunities, optimize strategy, and guide owners through their critical transition journey with enhanced execution and reduced fragmentation.
For questions, please reach out to Capitaliz founder, Craig West, at cwest@succession.plus or Capitaliz President, Jared Johnson, at jjohnson@capitaliz.com.
