Sell-side and buy-side advisory, run like an institution.
A sale or acquisition is the most consequential decision most owners will make. We bring the discipline, process, and negotiating leverage of institutional M&A to your side of the table.
Owners deserve an advisor who has sat on the buyer's side — who knows exactly how capital evaluates, prices, and pressures a deal.
Whether you're preparing for a sale, pursuing an acquisition, or evaluating a recapitalization, we manage the full process: preparing the business, building the narrative, running a competitive process, and negotiating terms that protect your value. We've completed over 20 transactions totaling over $1.7 billion in deal value and we bring that institutional rigor to the middle market.
What we deliver
End-to-end management of the sale process, from preparation through close, designed to create competition and maximize value.
Target identification, outreach, valuation, and negotiation support for acquirers building platforms or pursuing add-ons.
Defensible valuation analysis and the equity story that frames your business for the right buyers.
Institutional-quality CIM, teaser, and management presentation that withstand sophisticated buyer scrutiny.
Buyer outreach, data room, and diligence coordination — keeping the process competitive and on schedule.
Deal structuring, term negotiation, and close coordination that protect economics and minimize post-close risk.
Our process
Assess & Prepare
Diagnose readiness; clean up financials and the equity story.
Position & Value
Build the valuation, narrative, and marketing materials.
Go to Market
Run a targeted, competitive outreach to qualified buyers.
Negotiate
Drive terms, structure, and price from a position of leverage.
Diligence & Close
Manage diligence and coordinate a clean, timely close.
Considering a transaction?
Let's have a confidential conversation about your options and what the market will bear.
Request a Confidential Discussion →