Your Portland Deal Partner

We are a dedicated M&A advisory team focused on Portland and the broader Oregon business community. With deep knowledge of the local economy and access to national-level deal networks, we help business owners, entrepreneurs, and investors across Portland navigate mergers, acquisitions, exits, growth financing, restructuring, and strategic transformations — from conception to post-deal value realization.

What We Offer

Sell-Side Advisory

Position your business for maximum valuation. We handle everything from business analysis, preparation of confidential offering materials, buyer outreach, negotiation to closing — with discretion and professionalism.

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Acquisition Sourcing

If you wish to grow via acquisition, we identify ideal targets in Portland / Oregon market, evaluate their strategic fit, perform due diligence, manage negotiations, and support integration planning.

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Capital Raising & Deal Structuring

We help you understand your company’s true worth, craft optimal capital structures (equity, debt or hybrid), raise growth or expansion capital, or recapitalize — aligning financing with long-term strategy.

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Strategic Growth Planning

After deal closing, we support operational integration, synergies realization, restructuring or scaling operations — ensuring your growth or exit strategy delivers sustainable value over time.

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Market Positioning

Leveraging knowledge of Portland’s economy and key sectors (tech, manufacturing, healthcare, apparel/outdoor, clean tech, etc.), we tailor advice to sector-specific risks and opportunities.

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Why Portland — Strategic Advantages for M&A

Diverse & Innovative Economic Base: Portland is home to a thriving mix of industries — high-technology (semiconductors, electronics, software), advanced manufacturing, healthcare, bioscience, apparel/outdoor gear, clean/green tech, and more.

Strong Industrial, Export & Manufacturing Strength: The region is a national leader in specialized manufacturing — from high-tech electronics to metal fabrication and machinery — and benefits from robust export capacity.

Business-Friendly Operating Costs & Infrastructure: Compared to many West Coast cities, Portland offers relatively affordable real estate and commercial utility rates, making operations more cost-effective.

Access to Skilled Workforce & Innovation Ecosystem: The metropolitan area draws talent across technology, design, bioscience, and creative sectors — supporting both traditional businesses and startups alike.

Quality of Life & Attractive Location: Portland offers a blend of urban amenities, natural beauty, and livability — which can be a draw for talent, buyers, and entrepreneurs considering M&A or relocation.

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Industries & Sectors

Expertise Across High-Growth Markets

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.

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Consumer & Retail

Driving growth-focused deals for consumer brands and retailers.

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Industrials / Manufacturing

Strategic transactions for industrial and manufacturing leaders.

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Real Estate & Infrastructure

Advisory for property, development, and infrastructure assets.

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Financial Services & FinTech

M&A expertise for financial institutions and digital fintech players.

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Energy & Sustainability

Deals that advance clean energy and sustainable solutions.

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Emerging Markets

Cross-border opportunities in fast-growing global regions.

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Typical Client Scenarios

A tech-hardware manufacturer seeking expansion capital or acquisition to scale production and reach new markets.

An outdoor-apparel company looking to merge or get acquired, to gain brand exposure and distribution advantages.

A mid-sized services or healthcare firm exploring exit or recapitalization to optimize value before retirement or transition.

An exporter or industrial manufacturer needing complex structuring and cross-border trade support to maximize deal value.

A startup or growth company requiring valuation, capital raising, and strategic positioning for future exit or investment.

Location Details

Here When You Need Us

Advisors available in multiple regions to support your goals.

Headquarters —

7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

Phone —

(479) 391 2529

Why Work With Us

Local Insight + Nationwide Reach — We combine deep understanding of Portland’s market dynamics, regulations, and industry clusters with access to a broad network of strategic buyers, investors, and acquirers across the U.S.

Tailored & Confidential Process — Every engagement begins with a detailed evaluation of your business, goals and constraints, leading to a bespoke strategy — handled discreetly and professionally.

Focus on Long-Term Value, Not Just Short-Term Deals — We guide you not only through transaction closing, but also integration, growth, restructuring or exit planning, ensuring sustainable outcomes.

Cross-Industry Expertise — Whether your business is in manufacturing, tech, healthcare, apparel or creative services, we bring relevant sector knowledge and strategic advisory.

Flexible Approach for All Firm Types — From startups to mid-market firms, from traditional manufacturers to high-tech companies — we scale our services to meet your needs.

What to Expect Next

Initial Consultation & Business Assessment — We begin with a confidential conversation to understand your business, objectives, and timeline.

Strategic Opportunity Evaluation — Based on your goals, we identify potential paths: exit, acquisition, capital raising, restructuring, or growth.

Preparation & Structuring — We perform valuation, prepare offering or acquisition materials, craft deal structure, and position for the best outcome.

Deal Execution & Negotiation — We lead outreach, due diligence, negotiations, closing and documentation — with you supported every step of the way.

Post-Deal Integration & Growth Planning — After closing, we help manage integration, operational synergies, and long-term value creation strategies.

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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