M&A Advisory
Two disciplined journeys. One accountable team.
Buy-side clients get a written thesis, curated flow, and a supported path from LOI through close. Sell-side clients get a confidential, disciplined process built for premium outcomes.
For buyers & holdco builders
Buy a Business
From thesis to first-100-days integration.
- Acquisition StrategyTranslate a broad ambition into a defensible acquisition thesis, target profile, and disciplined pipeline you can execute against.
- Deal SourcingCurated off-market and on-market flow matched to your written criteria, with disciplined triage and outreach.
- Financing & Deal StructureDesign a capital stack the target can support and lenders will fund — senior debt, mezzanine, seller paper, and equity.
- Due DiligenceCoordinated commercial, financial, and operational diligence that surfaces issues in time to reprice, restructure, or walk.
- Post-Close IntegrationA first-100-days plan and operating cadence that protects value in the transition and starts compounding it.
For owners preparing to sell
Sell a Business
A confidential, disciplined process built for premium outcomes.
- Exit PreparationA 6–12 month runway to a defensible sale: clean financials, de-risked operations, and a positioning narrative buyers reward.
- Valuation & Quality of EarningsA supportable enterprise value range supported by quality-of-earnings style analysis — prepared as consulting work, not as an audit, attestation, or formal appraisal.
- Confidential Marketing & Buyer OutreachA discreet process that reaches vetted acquirers under NDA — without leaking to staff, customers, or competitors.
- Negotiation & ClosingLOI through diligence to a signed, funded close — with structure that survives the definitive agreements.
Our team
An in-house team of M&A experts.
Senior deal leads
Every engagement is led by a partner-level operator with direct deal experience — not handed off to junior associates.
Full-stack advisory bench
Sourcing, financial modeling, quality of earnings support, diligence coordination and integration — all under one accountable team.
Confidentiality first
Every mandate runs under NDA with information walls between buy-side and sell-side workstreams.
Not sure which track fits?
Book a 30-minute strategy call. We'll listen first, then map the shortest path to the outcome you actually want.