We bring clarity and focus to the complex M&A process by providing business owners with comprehensive, end-to-end support and advice to help maximize their outcome in the most important and stressful junction for their business.
From pre-deal strategic planning and preparation, through negotiations and final closing of the deal, we provide first-class execution and client advocacy tailored to meet each client’s specific goals.
We provide strategic buyside advisory services focused on helping business owners with target selection, valuation, deal negotiations and structuring.
We help clients achieve their strategic objectives while avoiding pitfalls throughout the deal process.
Using our experience as active investors and board members, we help corporate boards prepare effective solutions to a broad range of contested shareholder situations.
We provide unconflicted advice and opinions for board or special committee assignments to help clients maintain impartial decisions.
We serve as independent advisors to companies considering financing or restructuring transactions.
We help clients navigate complex engagements with investment banks, commercial banks, third-party advisors, and other stakeholders.
We advise clients on ROIC optimizing initiatives to help unlock shareholder value.
We help early and later stage companies raise growth capital from our broad network of high-net-worth individuals, family offices, and private equity firms to find the most value-added partners to help our clients grow.