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

Restructurings

Challenged or time-sensitive situations require decisive action, clear communication, and specialized transaction expertise.

We support companies, lenders, and investors in evaluating restructuring alternatives, stabilizing operations, and preserving enterprise value.

By understanding operational pressures and stakeholder priorities, we develop practical strategies to realign financial and business performance.

Whether pursuing a distressed sale, recapitalization, or turnaround, we help clients execute solutions that restore stability and position the business for recovery.

Step 01

Rapid Assessment

Evaluate liquidity, cash flow pressure, and operational challenges.

Identify immediate stabilization measures.

Prioritize critical stakeholders and value drivers.

Step 02

Strategic Options Analysis

Explore restructuring paths: recapitalization, asset sales, turnaround plans.

Model financial scenarios and restructuring outcomes.

Engage lenders, investors, and key partners to align on solutions.

Step 03

Execution & Recovery

Support negotiation of restructuring terms and new capital.

Manage asset divestitures or operational restructurings.

Guide the company toward stability and long-term recovery.

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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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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