Services
Delivering relationship-driven M&A advisory to SMBEs. We handle the complexities of your transaction so you can focus on running your business.
Sell-Side Advisory
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Supporting business owners in preparing for and navigating successful exits
​How it Works​​
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Develop materials (Quality of Earnings, pitch deck, teaser) and organize in a virtual data room
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Conduct broad outreach while maintaining seller anonymity
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Receive IOIs and execute NDAs
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Facilitate acquirer due diligence
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Support LOI negotiation
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Defend valuation through close
Buy-Side Advisory
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Helping clients identify, evaluate, and execute acquisitions that align with their strategic goals
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Define acquisition criteria
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Conduct targeted outreach while maintaining sponsor anonymity
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Screen potential targets for initial fit
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Validate alignment with acquisition criteria
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Facilitate introductions between target and sponsor​​
Capital Raise Advisory
Aiding clients in securing capital to fund growth, acquisitions, and restructuring
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Gather and review client materials; identify and address gaps
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Develop additional supporting materials
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Conduct broad outreach while maintaining client anonymity
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Facilitate introductions as NDAs are executed