Our Services

Private Equity Partnership / Co-Investment

Deal support and opportunities aligned with PE strategies.

Deal Size

Partnering with PE firms on deals typically ranging from $10M to $250M, including majority and minority transactions.

Industry Focus

Broad experience across software, healthcare, industrials, business services, and consumer sectors.

Geography

Supporting PE sponsors investing in U.S. middle-market opportunities and select cross-border co-investments.

Transaction Types

Buyouts, roll-ups, add-ons, platform evaluations, and co-investment opportunities tailored to fund strategies.

Advising Business Buyers

Private Equity Partnership / Co-Investment

Private equity transactions require speed, precision, and a partner who understands the dynamics of fund strategies and portfolio value creation.

We support PE firms and independent sponsors in sourcing deals, evaluating opportunities, and structuring investments aligned with long-term objectives.

We support PE firms and independent sponsors in sourcing deals, evaluating opportunities, and structuring investments aligned with long-term objectives.

Through collaborative co-investment partnerships, we help sponsors pursue strong opportunities and deploy capital efficiently across market cycles.

STEP 01

Strategy & Deal Origination

Align on fund strategy, sector priorities, and investment thesis.

Identify proprietary deal flow and partnership opportunities.

Evaluate sponsor fit and co-investment roles.

STEP 02

Diligence & Value Assessment

Assist in commercial, financial, and operational diligence.

Run valuation models and stress-test projections.

Identify potential levers for post-investment value creation.

STEP 03

Transaction Support & Portfolio Collaboration

Support deal structuring, negotiations, and closing.

Develop value creation plans with management teams.

Assist in follow-on acquisitions, bolt-ons, and exit planning.

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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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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