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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
Private Equity Partnership
Private equity transactions require speed, precision, and a partner who understands the dynamics of fund strategies and portfolio value creation.
We support PE firms and independent sponsors in sourcing deals, evaluating opportunities, and structuring investments aligned with long-term objectives.
We support PE firms and independent sponsors in sourcing deals, evaluating opportunities, and structuring investments aligned with long-term objectives.
Through collaborative co-investment partnerships, we help sponsors pursue strong opportunities and deploy capital efficiently across market cycles.
Step 01
Strategy & Deal Origination
Align on fund strategy, sector priorities, and investment thesis.
Identify proprietary deal flow and partnership opportunities.
Evaluate sponsor fit and co-investment roles.
Step 02
Diligence & Value Assessment
Assist in commercial, financial, and operational diligence.
Run valuation models and stress-test projections.
Identify potential levers for post-investment value creation.
Step 03
Transaction Support & Portfolio Collaboration
Support deal structuring, negotiations, and closing.
Develop value creation plans with management teams.
Assist in follow-on acquisitions, bolt-ons, and exit planning.
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Industries & Sectors
Expertise Across High-Growth Markets
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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.
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.
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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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