Based in Baltimore, our firm delivers decades of M&A advisory expertise — helping businesses across Maryland navigate transition-stage challenges with confidence. We serve as your trusted partner from initial strategy through closing, focused solely on your business objectives.
If you’re exploring selling your company, merging with a competitor, or entering a strategic partnership, we are here to guide you. With over 20 years of experience advising executives nationwide — and a history of Wall Street-level transactions — we bring sophisticated deal execution to mid-market businesses. Whether public or private, small or sizable, we help companies make their next move with clarity.
Our approach centers on tailored, confidential advisory — no hype, no unnecessary complexity — just straightforward, practical guidance to achieve your business goals.
Confidential buyer screening and outreach
Pre-sale planning, business positioning, and valuation preparation
Deal structuring, negotiation support, and closing execution
Target research and strategic screening
Evaluation, due diligence, and valuation analysis
Negotiation and post-acquisition integration guidance
Whether you’re pursuing growth, exit, or acquisition, we offer full-spectrum advisory — including corporate finance, restructuring, and capital-raising support. We serve both buyers and sellers, ensuring a smooth, discreet transaction process.

Decades-long track record working on mid-market and large transactions.
Deep experience with both private and public companies — giving you access to a broad network of potential buyers, investors, and strategic partners.
Discreet, client-first approach: we prioritize confidentiality and tailor-made solutions over one-size-fits-all templates.
End-to-end support — from valuation and business positioning, through negotiation and closing (or integration).
Flexibility: whether you are a small company, a mid-size business, or a larger enterprise, we adapt our services to match your scale and goals.
Advisors available in multiple regions to support your goals.
7525 SE 24th Street, Suite 630 Mercer Island, WA 98040
