True North Advisory Reviews
Chicago, IL · Founded 2013
- Type
- Boutique
- HQ
- Chicago, IL
- Founded
- 2013
- Deal size
- $15M-$150M
- Focus
- Industrials, Healthcare
- Website
- truenorthadvisory.com
- Mark LozierManaging Partner
True North Advisory is a boutique headquartered in Chicago, IL and founded in 2013. The firm focuses on Industrials, Healthcare and typically advises on transactions in the $15M-$150M range. Key dealmakers include Mark Lozier (Managing Partner). Read founder-verified reviews of True North Advisory below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.
What to know about True North Advisory
True North Advisory has built its franchise in Industrials, Healthcare, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Mark Lozier, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating True North Advisory typically compare it against other boutique houses with similar sector emphasis.
Deal sweet spot at True North Advisory sits in the $15M-$150M band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with True North Advisory should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.
Geography matters more than founders expect. True North Advisory operates out of Chicago, IL, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.
Reviews
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Frequently asked questions
- Who can review True North Advisory?
- Any founder who hired True North Advisory as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
- Has True North Advisory been reviewed by founders?
- True North Advisory appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
- Where is True North Advisory headquartered?
- True North Advisory is headquartered in Chicago, IL. The firm was founded in 2013.
- What kinds of deals does True North Advisory work on?
- True North Advisory focuses on Industrials, Healthcare. Typical transaction size falls in the $15M-$150M range.
- Who are the key dealmakers at True North Advisory?
- Senior dealmakers include Mark Lozier (Managing Partner). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
- How does BankerNotes verify reviews of True North Advisory?
- Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: May 4, 2025