SERVICES
M&A and Corporate Advisory
M&A is the core of our practice, and our advice reaches well beyond any single deal. We work with owners and leadership teams on the decisions that shape what a business is worth and where it heads next, with an approach built around each client.
Sell-Side Advisory
For owners considering a sale of the whole company, a majority or minority stake, or specific assets.
Developing the company's story and preparing the core marketing materials (teaser, CIM, and management presentation) that present its value to qualified buyers
Preparing the business and its financials for buyer scrutiny, organizing the data room, and anticipating diligence questions before they arise
Researching the buyer universe, building a targeted buyer list and discreetly approaching the strategic and financial buyers best suited to the company
Running a structured, competitive process and negotiating the price and terms the business warrants
Managing the deal from initial offers through diligence to close, so the company can continue operating as usual with minimal disruption to daily operations
Buy-Side Advisory
For companies and investors growing through acquisition.
Defining acquisition criteria, investment thesis, and a clear strategy aligned with your growth goals
Sourcing and screening on- and off-market targets that fit, then opening conversations discreetly on your behalf
Valuation, synergy analysis, and a disciplined view of what a target is worth to you
Structuring and negotiating the transaction, from price and terms through financing considerations
Coordinating diligence and the deal team through to close and a clean handoff to integration
Corporate Advisory
For the decisions between transactions.
Strategic valuation assessment
Capital raising advisory for debt and equity needs, helping owners set the right capital structure and identify sources of financing for growth, liquidity, or a recapitalization¹
Strategic alternatives review: weighing a sale, partnership, joint venture, recapitalization, acquisition, special situations or staying the course
C-suite compensation structuring and assessment, aligning leadership incentives with long-term value creation
Ongoing strategic counsel on growth, capital allocation, and long-range planning, so you have an experienced advisor to think decisions through with at all times
Not sure which path fits? That is often the first thing we help you figure out.
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