Tailored Solutions: Your Journey, Our Expertise

Sell-Side M&A

We serve entrepreneurs through our differentiated, unconflicted business model

We fully align our interests with founders as you navigate the complexities of a transaction and liquidity event. We provide our perspective and leverage decades of experience to guide you through all options and give you the knowledge to choose the best path for your company. When the time is right, we develop a tailored approach, craft a narrative with compelling marketing materials, and build a confidential market with high value prospective buyers and investors.

We have a proven ability to drive optimal terms in a transaction, negotiating price as well as structure and timing. You will have a complex criteria of terms when determining the success of a deal, and our role is not to tell you what is important but to listen and translate your criteria into terms that maximize the outcome of a transaction beyond valuation.

We understand that you may have been historically constrained by cash flow, as every dollar that you reinvest back into the business is effectively a dollar out of your own pocket. Finding capital investment at the right time can unlock the next phase of growth; either to fuel the growth engine you have already built, acquire a complementary business, or to offer needed and well-deserved liquidity for early employees and shareholders.

We apply our expertise and relationships with an extensive network of capital providers to solve for this need in the most cost-effective way. Our experience with these transactions tells us that finding the right capital partner and structuring the transaction with the appropriate terms is extremely important when bringing a new investor onto your cap table and Board of Directors.

Capital Raise

Capital can be the life blood that drives growth in your business

Strategic Advisory

Guidance at Every Business Stage: Empower, Analyze, Decide

With years of diverse experience ranging from entrepreneurship through positions on corporate boards, we offer a comprehensive suite of strategic advisory services designed to empower business owners and boards of directors at any stage of the company lifecycle. We take the time to understand your critical issues to serve as an unbiased advisor to help the board analyze, and make informed decisions regarding its strategic alternatives.

We understand that navigating the complex world of operational and strategic decision-making is not just a matter of chance; it’s a matter of strategy. Expensive decisions such as hiring a CFO or accounting resources, implementing a new ERP or CRM system, or expanding into an adjacent market can all have a profound impact on your business. We work closely with you, offering personalized guidance and support throughout the entire process with a framework to define success.