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

Strategic Acquisitions

Acquiring the right business is a process, not an event, so having an experienced advisory team by your side is critical to achieving a successful acquisition.

Our advisors help companies and investors navigate the complexities of identifying, evaluating, and executing acquisitions that align with strategic objectives and deliver long-term value.

Through a disciplined and structured process, we seek to identify high-fit targets, negotiate favorable terms, and integrate acquisitions seamlessly to maximize value while mitigating operational and financial risks.

No two acquisition opportunities are alike, which is why we dedicate significant time upfront to thoroughly understand your growth goals, portfolio strategy, and investment criteria.

We take a holistic approach in all engagements, leveraging deep industry insights, data-driven analysis, and a technology-supported process to ensure the right acquisition is executed efficiently and effectively.

Step 01

Portfolio Strategy Alignment

Evaluate existing portfolio synergies and growth priorities.

Identify categories where acquisitions accelerate value creation.

Define target profiles that strengthen platform capabilities.

Step 02

Target Discovery & Screening

Map sectors to identify bolt-on opportunities with strategic fit.

Analyze revenue models, capabilities, and integration potential.

Prioritize high-value opportunities for management review.

Step 03

Transaction Support

Conduct detailed synergy modeling and integration planning

Assist in structuring deals that optimize value capture.

Support diligence and execution through closing.

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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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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