Our ServicesSERVICES

Sell-side, Buy-side M&A Advisory, Capital Raising and Business Valuations, for private middle-market companies with $20MM – $100MM+ enterprise value.
Business Sellers

Sell-Side Advisory

Maximizing value in sell-side mergers and acquisitions requires adherence to a stringent and systematized process which results in creating multiple options of would-be investors for a company. While not all considerations in a deal are financial, we believe our proven process helps identify the most qualified buyers from both a quantitative and qualitative perspectives. Whether you are looking to sell your business today or in ten years, you will benefit from working with a trusted advisor in planning for your goals and eventual exit.
Technology driven and industry-agnostic sell-side process
Focus on value maximization from strategic and broad auction sales
Multiple deal structures including minority/majority recaps and 100% buyouts
Business Buyers

Buy-Side Advisory

Executing a buy-side mandate for a platform or bolt-on acquisition involves a significant investment in time and resources. Our trusted advisors can support your acquisition goals by validating the thesis, sourcing, and closing proprietary off-market target prospects that can afford more reasonable deal terms. We work with strategic and financial buyers including independent sponsors, private equity, and corporate buyers to realize their inorganic growth strategies.
Solidifying buy-side mandate thesis and target criteria
Analyzing capital needs and placing ideal debt/equity stack
Target identification, deal term negotiating, and due diligence assistance
Growth Capital

Capital Raising

Whether it's for organic or in-organic growth, debt and equity capital is frequently needed in the life cycle of a middle-market business. We help companies with structuring and placing the most cost-effective capital stack, matching them with the right private institutional investor that aligns with their financial goals. Our value-add capital raising services mean we take a holistic approach by employing a comprehensive and technology driven process.
Capital needs assessment and cost-effective staking
Exposure to private institutional investors with aligned goals
Common or preferred equity, senior or subordinated debt, term or credit facilities