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Deal Size
Focused on companies with $10M+ Revenue and $1M+ EBITDA with enterprise valuations between $10M and $100M+.
Industry Focus
Industry agnostic with extensive experience in software, technology, healthcare, business services & manufacturing.
Geography
Licensed investment bankers serving clients across the USA as well as cross border transactions with EU, ASIA & LTAM.
Transaction Types
Facilitate transactions that include debt, equity, minority / majority deals and 100% buyout scenarios.
Advising Business Buyers
Buy Side Mergers & Acquisitions
Sourcing a business for strategic inorganic growth through vertical or horizontal integration is no easy task that requires particular attention to detail.
This is why corporate buyers, private investors and independent sponsors turn to us for guidance through this complex and time-consuming process.
As a trusted partner to our clients, we facilitate buy-side engagements to achieve specific growth targets, enter new markets, and establish synergistic results.
Our proven process starts with a clear understanding of your objectives, creating a plan to accomplish your goals, and executing to consummate a transaction.
Through our proven methodology of identifying “off-market” companies we can engage accretive opportunities that add value without competing with other buyers.
Step 01
Mandate Development
Participate in discussions on acquisition thesis and refine strategy
Test assumptions on projection models and cement target criteria
Step 02
Secure Financing
Evaluating financing needs and advise on optimal debt/equity capital stack
Source, negotiate, and secure private capital needed for acquisition(s)
Step 03
Pre-Market Preparation
Design marketing materials to message value-add to potential seller’s
Research and compile a target prospect list and setup CRM for outreach
Step 04
Target Outreach
Undertake comprehensive outreach to engage prospects in divestiture discussions
Facilitate introductions and report out communications to track progress
Step 05
Due Diligence
Submit LOI’s and negotiate structured deal terms to minimize deal risk
Create Virtual Data Room and populate with due diligence information
Step 06
Transaction Closing
Coordinate communications between deal team including legal and accounting
Facilitate distribution of contracts for signature and transfer of funds for closing
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Industries & Sectors
Expertise Across High-Growth Markets
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Technology & Software
Software companies as they scale, acquire, or prepare for exit.
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Healthcare & Life Sciences
M&A support for healthcare innovators and medical advancements.
Consumer & Retail
Driving growth-focused deals for consumer brands and retailers.
Industrials / Manufacturing
Strategic transactions for industrial and manufacturing leaders.
Real Estate & Infrastructure
Advisory for property, development, and infrastructure assets.
Financial Services & FinTech
M&A expertise for financial institutions and digital fintech players.
Energy & Sustainability
Deals that advance clean energy and sustainable solutions.
Emerging Markets
Cross-border opportunities in fast-growing global regions.
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We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.
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