Our Services

Buy-Side M&A Advisory

Divest with confidence trust an advisor who puts you first.

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

Buy Side Mergers & Acquisitions

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.

Step 01

Mandate Development

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.

Step 02

Market Research & Target Screening

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.

Step 03

Deal Execution

Facilitate outreach, negotiations, and LOI structuring.

Coordinate financial, legal, and operational diligence.

Manage the process through closing while safeguarding buyer interests.

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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Resources & Insights

Stay Informed with the Latest M&A Perspectives

Explore All Insights
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How evolving market trends and global shifts are redefining deal-making

Deal Spotlights 
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04 Nov, 2025
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Essential insights to boost valuation, attract the right

Deal Spotlights 
 |  
04 Nov, 2025
Category Name

Essential insights to boost valuation, attract the right

Deal Spotlights 
 |  
04 Nov, 2025
Category Name

Essential insights to boost valuation, attract the right

Deal Spotlights 
 |  
04 Nov, 2025

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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