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.
Assess company readiness and identify value-enhancing improvements.
Develop compelling deal materials including CIM and financial models.
Create a tailored buyer list aligned with valuation goals.
Execute confidential outreach to strategic and financial buyers.
Manage Q&A, data room coordination, and buyer communication.
Facilitate competitive bidding to maximize value.
Guide management through deal structures and offer comparisons.
Support SPA negotiations and diligence responses.
Drive the transaction to a timely and smooth close.



