Based in Oakland, our office serves as your gateway to West Coast opportunities — combining deep local insight with global reach. Whether you’re seeking growth capital, planning a strategic acquisition or exit, or exploring a recapitalization, we deliver tailored, discreet and effective advisory services for private and public companies alike.
Our Oakland practice provides a wide suite of services designed to support companies at various stages — from growth to exit — across sectors:
Sell-Side M&A Advisory — Full exits, majority or minority recapitalizations, divestitures or strategic sales.
Buy-Side M&A Advisory — Acquisition support for strategic or financial buyers, target sourcing, valuation, structuring and closing.
Growth Capital & Financing Advisory — Equity, debt, or hybrid capital solutions to support expansion, working-capital needs, or balance-sheet optimization.
Recapitalization, Debt Restructuring & Refinancing — Helping companies restructure debt, recapitalize, or reposition their capital-stack for stability and growth.
Valuation & Strategic Financial Advisory — Company valuations, financial modeling, exit-readiness analysis, and long-term strategic planning.
Cross-Border & Institutional Investor Access — For companies targeting growth, acquisition, or recapitalization with global or institutional capital — leveraging our broad investor network.

Boutique-level service, institutional-level access — Personalized advisory with deep market and investor network access.
Multi-industry expertise — Background working with clients across diverse industries including technology, biotech, manufacturing, retail, services, and more.
Full-service transaction support — From initial valuation to deal structuring, negotiation, due diligence coordination, and closing — we manage the full lifecycle.
Confidentiality & Integrity First — We prioritize discretion, transparency and alignment with your business goals.
Advisors available in multiple regions to support your goals.
7525 SE 24th Street, Suite 630 Mercer Island, WA 98040


We begin with a private discussion to understand your business, long-term goals, ownership aspirations, and timing expectations. This helps us define the right strategic direction from the start.
We conduct a focused review of your financials, capital structure, market position, and growth or exit readiness. This allows us to identify opportunities, constraints, and the most viable strategic paths.
Based on your objectives, we design a customized advisory plan—whether it involves a sale, acquisition, capital raise, restructuring, or a hybrid strategy. Every recommendation is aligned with maximizing value and reducing risk.
We leverage our network to introduce you to qualified investors, buyers, lenders, or acquisition targets. Our team manages outreach, negotiations, due diligence, and deal execution to ensure a smooth, efficient process.
After closing, we remain available to support integration, recapitalization needs, governance planning, or preparation for future strategic initiatives. Our goal is to help you sustain momentum and long-term value.
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We maintain strong relationships across strategic buyers, private equity groups, family offices, and international investors.
This network enables us to connect clients with the right counterparty — not just any counterparty — ensuring better fit, smoother negotiations, and stronger valuation outcomes.
We help protect what you’ve built, preserve your vision, and position your organization for continued growth under new ownership or direction.
A clear, disciplined, strategic process — driven by a team that is fully invested in the outcome.






































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At Mergers & Acquisitions, we’re always looking for talented professionals who are passionate about helping clients achieve exceptional outcomes.
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Headcount and external application data as of 2024; insights from the 2023 Biennial Client & Stakeholder Survey, representing feedback from a broad cross-section of the firm’s global client base.

We specialize in providing expert mergers and acquisitions (M&A) advisory services to businesses looking to scale, diversify, or realign their growth strategies. With a proven track record in guiding both acquiring and target companies through each stage of the M&A process, we understand the intricacies involved in structuring deals that maximize value and create sustainable growth.
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Learn proven strategies to unlock synergy, streamline integration, and maximize post-deal performance.
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