mergers and acquisitions advisory

New York, NY

New York is a global business hub — a place where growth ambitions, capital markets, and strategic transactions converge. Whether you’re a founder, private company, or investor, operating out of New York gives you access to unmatched deal flow, sophisticated capital structures, and high-impact strategic opportunities. We help you navigate it — with senior-led advisory, deep market insight, and an execution-ready approach.

Sell-Side M&A & Exit Advisory

For business owners considering a full or partial exit, we manage the entire process with precision. Our approach combines deep market insight, sophisticated positioning, targeted buyer outreach, and strong negotiation discipline to maximize valuation and preserve confidentiality.
We support you from initial readiness and valuation through due diligence, deal structuring, and closing — ensuring a smooth transition and an outcome aligned with your long-term objectives.

Capital Raising & Financing Solutions

New York offers access to one of the broadest capital markets in the world — but raising the right capital requires preparation, structure, and investor alignment.
We help companies secure equity, debt, or hybrid financing to support growth initiatives, acquisitions, product expansion, or recapitalization needs. Our team prepares investor-grade materials, identifies appropriate financing sources, and oversees negotiations to ensure you land financing that fits your business model and timing.

Buy-Side & Acquisition Advisory

For companies looking to expand, diversify, or consolidate market position, we provide end-to-end buy-side support.
This includes identifying and qualifying acquisition targets, conducting valuation and synergy analysis, coordinating diligence, structuring offers, and managing negotiations. Whether your strategy targets New York-based companies or opportunities nationwide, we bring a disciplined, data-backed process that improves certainty and accelerates timelines.

Strategic & Financial Advisory

We support owners and leadership teams with independent, objective advisory services that strengthen decision-making and long-term planning.
This includes business diagnostics, valuation analysis, financial modeling, scenario planning, and strategic roadmaps to help you navigate growth transitions, market shifts, or exit preparation. Our work is designed to reduce risk, enhance performance, and provide clarity around your next strategic move.

Why Work With Us

Institutional-level Capital & Buyer Access: Our reach into New York’s dense network of private equity, institutional investors, and strategic buyers ensures access to serious counterparties, not just opportunistic contacts.
Senior-Driven, Boutique Approach: Every engagement is directly handled by senior advisors — ensuring clarity, discretion, and consistent execution over bureaucracy.
Versatility Across Deal Types & Company Sizes: From mid-market private firms to growth-stage companies and investors — we design strategies that suit diverse capital, strategic or exit needs.
Full-Cycle, Turnkey Advisory: From initial diagnostics to deal execution and post-deal strategy — we provide end-to-end support so you can stay focused on running your business.