Services
Advice organized around the decision.
Every shareholder situation is different. We begin with objectives, timing, priorities, and alternatives before recommending a sale, acquisition, recapitalization, or preparation process.
We work with founders, families, management teams, investors, and privately held companies. Each engagement is principal-led, NDA-gated where appropriate, and conducted with confidential, controlled outreach to national strategic and financial counterparties.
Sell-Side M&A
Preparation, positioning, and management of full or partial sales. We prepare the company for scrutiny, present it clearly to qualified buyers, and manage negotiation and diligence through closing.
- Readiness assessment and clarification of objectives
- Financial and operational review
- Positioning and narrative development
- Confidential marketing materials
- Buyer universe development
- Strategic and financial buyer outreach on a confidential basis
- NDA management and controlled information sharing
- Management presentation preparation
- Indication-of-interest solicitation and comparison
- LOI negotiation support
- Diligence coordination
- Closing support alongside legal, tax, and accounting advisers
Buy-Side / Acquisition Advisory
Target sourcing, evaluation, and negotiation support for acquirers and investors seeking disciplined growth.
We move from acquisition criteria to market mapping, sourcing, and outreach, then through evaluation, negotiation, diligence, and close — with confidential, controlled outreach and coordination with your legal, tax, and accounting advisers.
- Target screening against defined acquisition criteria
- Market mapping of sectors, niches, and ownership
- Initial outreach on a confidential basis
- Financial analysis and evaluation support
- Transaction support through negotiation, diligence, and closing
Recapitalizations
Liquidity today while retaining meaningful ownership. A recapitalization can be the right answer when owners want to de-risk without stepping away from the business.
- Liquidity with retained ownership and continued leadership
- A growth partner for acquisitions and expansion
- A path for succession and generational transition
- Wealth diversification while staying invested
Capital Advisory
Independent perspective on debt and equity alternatives and terms. We help owners and management teams compare financing paths, understand trade-offs, and approach counterparties with clear materials and expectations.
Our role is analytical and preparatory. We do not act as a securities broker-dealer and we do not underwrite securities offerings. Financing decisions and execution remain with the company and its lending and legal advisers; we provide comparison, preparation, and coordination support.
Strategic Advisory
Early, confidential preparation well before a transaction. Work often begins 12–36 months before a company enters the market, improving readiness, positioning, and options when the timing is right.
Some of our most productive relationships begin years before a transaction.
- Transaction readiness assessment
- Ownership transition planning
- Valuation framework and value-driver review
- Strategic alternatives analysis
- Capital structure considerations
- Buyer landscape analysis