.svg)
.png)
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
Integration Planning & Execution
Successful integrations require thoughtful strategy, disciplined coordination, and early alignment across people, systems, and operations.
We support clients in designing integration plans that accelerate value capture and preserve business momentum during periods of transition.
By working closely with leadership teams, we define priorities, establish integration roadmaps, and ensure each function is synchronized toward common goals.
Through structured execution and continuous feedback loops, we help clients achieve a seamless integration that delivers the strategic benefits of the transaction.
Step 01
Pre-Close Integration Planning
Define integration strategy and synergy objectives.
Conduct functional assessments across operations, finance, HR, and IT.
Develop a detailed integration roadmap and Day-1 plan.
Step 02
Post-Close Execution
Implement integration activities across teams and workstreams.
Track synergy capture and eliminate redundancies.
Resolve cultural, organizational, and operational challenges.
Step 03
Optimization & Value Realization
Monitor KPI performance and refine integration initiatives.
Establish consistent operating structures for the new organization.
Ensure long-term sustainability of integration benefits.
.svg)
.svg)
Industries & Sectors
Expertise Across High-Growth Markets
.png)
Technology & Software
Software companies as they scale, acquire, or prepare for exit.
.svg)
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.
.png)
.png)
We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.
Subscribe to Our Newsletter
Get exclusive insights and analysis from our advisory team — designed to help you stay ahead of the market.
.svg)
.png)
Connect with us
.svg)