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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.
Sell Side Mergers & Acquisitions
Sell Side Mergers & Acquisitions
Selling a business is a process not an event, so having the right investment banking team by your side is critical to ensuring a successful transaction.
Our advisors help private middle-market companies navigate the complexities and range of business divestitures to meet their financial objectives.
Through a rigorous and disciplined process, we seek to maximize value for our clients while mitigating potential regulatory and compliance risks.
No two businesses are alike, which is why we invest significant time upfront to thoroughly understand your organization and motivation for selling.
We take a holistic approach with all our engagements by incorporating a comprehensive and technology driven process to get the right deal done for you.
Step 01
Initial Discovery
Pre-deal strategizing to cement value proposition and messaging
Financial analysis to establish valuation and validate market timing
Step 02
Position Opportunity
Draft executive summaries, pitch decks, and other marketing materials
Develop a targeted investor list and custom CRM for direct outreach
Step 03
Buyer Outreach
Run confidential process to present opportunity to potential acquirers
Manage, track and report out interactions with interested parties
Step 04
Target Outreach
Negotiate with selected buyers on deal terms, structure, and conditions to closing
Keep focus on value drivers and strategic fit to support a premium purchase price
Step 05
Due Diligence
Create Virtual Data Room and populate with due diligence information
Provide protected access to VDR and oversee due diligence process
Step 06
Transaction Closing
Coordinate communications between deal team including legal and accounting
Facilitate distribution of contracts for signature and transfer of funds for closing
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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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