Focused on companies with $10M+ Revenue and $1M+ EBITDA with enterprise valuations between $10M and $100M+.
Industry agnostic with extensive experience in software, technology, healthcare, business services & manufacturing.
Licensed investment bankers serving clients across the USA as well as cross border transactions with EU, ASIA & LTAM.
Facilitate transactions that include debt, equity, minority / majority deals and 100% buyout scenarios.
Sourcing a business for strategic inorganic growth through vertical or horizontal integration is no easy task that requires particular attention to detail.
This is why corporate buyers, private investors and independent sponsors turn to us for guidance through this complex and time-consuming process.
As a trusted partner to our clients, we facilitate buy-side engagements to achieve specific growth targets, enter new markets, and establish synergistic results.
Our proven process starts with a clear understanding of your objectives, creating a plan to accomplish your goals, and executing to consummate a transaction.
Through our proven methodology of identifying “off-market” companies we can engage accretive opportunities that add value without competing with other buyers.
Participate in discussions on acquisition thesis and refine strategy
Test assumptions on projection models and cement target criteria
Establish priority criteria for industry, size, geography, and operational fit.
Conduct market mapping to uncover qualified on-market and off-market targets.
Screen companies based on strategic alignment and preliminary financials.
Build a pipeline of vetted opportunities for outreach.
Facilitate outreach, negotiations, and LOI structuring.
Coordinate financial, legal, and operational diligence.
Manage the process through closing while safeguarding buyer interests.



