Prologue · Jack Pitts

Every company has a making of.
Here's mine, so far.

Chicago kid. Vanderbilt grad. Started out in private equity in New York, then went and built my own things: Salt Creek Advisory, an M&A firm my brother and I run for family-owned businesses, and HelmIQ, software that came straight out of running those deals.

I also host The Making Of Hosted By Jack Pitts, because I like asking people how they built what they built. I'm young, I don't pretend to know it all, and I'm spending my twenties at the front of AI and technology. Next part gets written back home in Chicago.

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Jack Pitts · CHI → NSH → NYC → CHI

Chapter 01 · The Road

Chicago raised me. The rest of it trained me.

Chicago · The Start

Grew up here.

Everything I like about how I work comes from home. Show up, be useful, don't make it about you.

Nashville · Vanderbilt

Vandy, class of May 2025.

Studied Human and Organizational Development. Honest review: the classroom taught me a little, the people taught me a lot. I also started a nonprofit called Trash Troopers. It's exactly what it sounds like, and I'm still proud of it.

London · Four Months

Lived in London.

Four months there, and I loved it more than I expected to. Different pace, different rooms, same lesson: get out of your bubble and talk to people. I still look for excuses to go back.

New York · Private Equity

Blue Wolf Capital, Coastal Partners, then Kingfish Group.

Private equity taught me how deals actually move. It also taught me the bigger lesson, sitting across the table: the owners were the ones building the real wealth. I didn't want to watch that from the fund side. I wanted to build my own things, better myself, and meet as many sharp people as I could. That's where Salt Creek Advisory and HelmIQ come from.

Chicago · Now

Back home, figuring it out.

No script for this part, and I'm not pretending there is one. I'm young. I know how much I don't know. So the plan is simple: ask a lot of questions, break things, build them back better, and keep myself at the front of what AI and technology can do. Salt Creek Advisory and HelmIQ, run from the city I know best.

Chapter 02 · The Firm · New York City

Somebody spent thirty years building it.
The sale gets one shot.

Salt Creek Advisory is the M&A firm my brother and I run. We represent family-owned and founder-owned businesses in the lower middle market, and we're a family business ourselves. That's the whole model: the people you meet on the first call are the people who close your deal.

Sell-side representation. Buyer development across strategics, family offices, and private equity. A process built around the owner, not around a banker's calendar.

No handoffs. No junior team. No autopilot.

"A family business that sells family businesses." Salt Creek Advisory
  • WhatSell-side M&A advisory
  • WhoFamily & founder-owned businesses
  • MarketLower middle market
  • Run byThe Pitts brothers, start to close

Chapter 03 · The Machine

Deal software wasn't built by people who do deals.
So we built our own.

Running deals at Salt Creek Advisory meant juggling spreadsheets, a CRM that didn't fit, and a hundred follow-ups living in someone's head. So we built HelmIQ: an operating system for dealmakers. It doesn't find the companies for you. It keeps everything organized and handles the busywork in the background, so you can spend your time actually doing the deal.

It was born in the lower middle market because that's where we live, but it's built for anyone who does deals. Advisors, private equity and origination teams, family offices, searchers. If your day is companies, conversations, and follow-ups, it works for you.

Every piece of it got tested on our own live deals before anyone else touched it.

  • WhatAn AI operating system for deals
  • DoesKeeps you organized, runs the background work
  • Doesn'tDo the deal for you. That's your job
  • Born inThe lower middle market
  • Built forAnyone who does deals
01
Organized
Companies, contacts, and notes in one place, kept current.
02
Background work
Notes, reminders, and prep handled while you work.
03
Pipeline
Every deal, every stage, nothing living in your head.
04
Follow-up
Nothing slips. The system remembers so you don't have to.

Chapter 04 · The Mic

I just like asking people how they built it.

That's the honest origin story. I love podcasts, I love talking to people, so I started one. The Making Of Hosted By Jack Pitts is long-form conversations with founders, investors, and operators about how the thing actually got made. The early doubts, the pivots, the deals that nearly died.

Every episode feeds everything else. Guests become friends, friends become the network, and the lessons go straight back into the firm and the product.

Building something worth talking about? The guest calendar is open.

Private Markets Origination Professionals

The other thing I started: a group for the people who do sourcing and origination for a living. We talk deal flow, outreach, what's working and what isn't. Same idea as the show, just with the mics off. Events are coming next, so if you'd come to one, say hi.

Epilogue · Your Move

Selling, building, or backing?
Let's talk.

Owners thinking about a sale. Investors who want a real look at the lower middle market. Anyone curious about HelmIQ. Builders with a story for The Making Of Hosted By Jack Pitts. Fastest path is the calendar.

The Letter · Coming Soon

I'm starting a newsletter. Get in before issue one.

Notes from someone young building in private markets and AI. What I'm learning at the deal table, who I'm meeting, what's working and what I got wrong. Short and real, every so often.

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