Businesses undergo constant transformation from startup to exit. We have the unique ability to flex in any direction to deliver the type of advisory needed in any situation. Our team provides guidance through every step of an engagement and is there for the entire journey. While engagements span various industries and sizes, our primary focus is efficient, flawless execution.
Platform, add-on, and roll-up strategies or PEGs, strategics, and sponsor-backed companies
Minority, majority, and full sale transaction types for companies, founders, and financial sponsors
We provide high-touch, tailored, senior-level attention working as an extension of a client’s team. Our goal is to bring additional bench strength and an unparalleled level of support from bankers that have real “in the trenches” experience. Expertise grounded in best practice but tailored to a client’s unique needs.
What We Provide. Growth through acquisition. Whether the focus is on specific one-off acquisition targets within a sub-vertical, or a more comprehensive buy-side program, we execute on a variety of strategies with the intent of driving and achieving scale.
Who We Work With. Our value is measured by the success of our clients and their stakeholders. We work with different types of groups from private equity firms to ambitious owner-managed businesses. Our “putting people first” philosophy, sincere interest in creating win-win partnerships, and persistency help us develop relationships that produce results.
What We Deliver. Leading you to the smartest deal. Our team leverages our extensive network and sector expertise to identify and then qualify potential targets to find the right deal based on your unique goals. We bring the insight, experience, and credibility needed to unlock difficult and highly competitive acquisition opportunities.
What We Provide. No two deals are alike. We are focused on helping our clients navigate the complexities of various transaction types to realize true value and achieve desired outcomes. Whether looking for a full exit or liquidity with the ability to participate in future growth, we assist in identifying and executing the transaction that makes sense for you.
Who We Partner With. Partnering with authenticity and respect for extraordinary results. We work with a wide range of clients with varying needs within the Technology & Software and Business Services sectors. Our experience spans both sides of the M&A transaction table allowing for a unique perspective when advising clients.
What We Deliver. Selecting a buyer is as much an art as it is a science. We are able to bring all types of buyers to the table and more importantly, know who to approach and how to develop them based on our client’s objectives. Through the process, we will guide you through the complexities of selling your business to select the best partner.