Our Services

Valuation & Due Diligence

Clear, accurate assessment of value, risks, and financials.

Deal Size

Providing valuation and diligence support for transactions between $5M and $300M, from early-stage deals to mature business evaluations.

Industry Focus

Sector-agnostic expertise with deep experience in technology, healthcare, manufacturing, consumer, and financial services.

Geography

Serving clients across the U.S. and international buyers evaluating opportunities in Europe and Asia.

Transaction Types

Financial, operational, and commercial due diligence, plus independent valuations for M&A, investments, and strategic planning.

Advising Business Buyers

Valuation & Due Diligence

Understanding the true value of a business demands rigorous analysis, objective insight, and careful review of financial and operational fundamentals.

We assist buyers, sellers, and investors with valuations and diligence processes designed to uncover risks, validate assumptions, and inform negotiation strategy.

Our structured approach provides clarity on key value drivers, growth potential, and sustainability of earnings, ensuring decisions are grounded in reliable data.

With deep transaction experience, we help clients move forward confidently by providing actionable findings and clear recommendations.

STEP 01

Financial Analysis

Review historical financials and quality of earnings.

Assess cash flow, working capital, and profitability trends.

Identify risks and adjustments impacting valuation.

STEP 02

Review historical financials and quality of earnings.

Evaluate operations, customer relationships, and market position.

Benchmark performance against industry standards.

Identify growth opportunities and risk factors.

STEP 03

Valuation & Decision Support

Apply multiple valuation methods including DCF, comps, and precedent deals.

Provide valuation ranges with key sensitivities.

Deliver investment recommendations for informed decision making.

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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Essential insights to boost valuation, attract the right

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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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