About Us

Meet the Team of Professionals

We put our $500M + in Lower Middle Market deal closing and our 75+ years in value creation expertise to work for you. We provide you with the knowledge, networks, and capital relationships to gain credibility with sellers and investors to get your deal across the finish line. We support you with the infrastructure and connections to scale the business efficiently and effectively.

Janice Thompson

CEO & Founder, ETA Coach/Value Creation Coach 

Tracy Morris

M & A Advisor/Value Creation Coach 

Kit Lisle

Value Creation Coach 

Kevin Sample

Co-Founder, Investor/ M&A Advisor

Our Advisory Board

Keith Wright

Director - BMO Economic Equity Advisory Group

Joanna Ridgway

AI Data Analytics Executive

Our Partners

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The SEE Institute does not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity, veteran status, or any other legally protected status.

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