Where Industry, Innovation & Opportunity Converge

Houston isn’t just a city — it’s a dynamic economic engine. Once known primarily for energy, it has evolved into a multifaceted powerhouse. With deep industrial roots, diverse sectors, global connectivity, and a talent-rich workforce — Houston offers unique advantages for mergers, acquisitions, exits, and growth strategies.

Our Services

Strategic Exit

We help you prepare and position your business for sale: valuation, offering preparation, buyer outreach, confidentiality, negotiation, and closing support.

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Buy-Side Advisory

For companies seeking growth or consolidation: we source targets, evaluate strategic fit, perform due diligence, manage negotiations, and support deal execution.

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Capital Advisory

Whether you need growth capital, recapitalization, or restructuring: we design optimal capital structures (debt, equity, hybrid), connect you with capital sources, and align financing with long-term strategy.

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Post-Deal Integration

Deals don’t end at closing. We support integration, operational planning, scaling, and long-term value creation — especially relevant in Houston’s dynamic sectors.

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Sector-Focused Advisory

Drawing on deep local knowledge, we adapt strategies to industry-specific dynamics: from energy and petrochemicals to healthcare and advanced manufacturing.

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Exit & Growth Road-map Advisory

Helping businesses plan ahead: timing exits or acquisitions, optimizing operations, and preparing for market shifts in Houston’s changing economy.

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Why It Matters for M&A

Industrial & Manufacturing Powerhouse

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The Houston region remains a global center for energy, petrochemicals, machinery, and industrial manufacturing; it supports thousands of manufacturing establishments and remains among the top U.S. hubs for refining, chemicals, and energy-related manufacturing.

Diverse & Growing Industry Base

Beyond energy: healthcare, life sciences, aerospace/advanced manufacturing, logistics, technology and business services are flourishing. The city’s business diversification reduces dependence on any single sector.

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Global Trade & Logistics Hub

With major ports, extensive rail/road networks, airport connectivity, and export capacity, Houston links U.S. businesses to global markets — an important advantage for companies involved in trade, manufacturing or export-oriented operations.

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Talent & Workforce Strength

A large, skilled, and diverse labor pool supports industries from high-tech manufacturing to healthcare and services. The region continues to attract both domestic and international talent.

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Health & Innovation Sectors

Growing Service, Health & Innovation Sectors — With major medical research centers and expanding service industries, healthcare and professional services are becoming increasingly important parts of Houston’s economy — offering diversified deal opportunities.

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Where We Bring Deep Expertise

We have established advisory strength across the sectors that drive Houston’s economy — especially those with strong M&A, capital raise, or exit potential:

Energy, petrochemicals, and industrial manufacturing

Advanced manufacturing, machinery, and export-oriented production

Healthcare, life-sciences, medical services & biotech

Logistics, supply-chain, import/export, and distribution businesses leveraging Houston’s port & logistics infrastructure

Technology, clean-tech, and engineering-driven firms adapting to global economic shifts

Mid-market private firms, family-owned businesses, and growth-stage companies seeking strategic exits, consolidation, or expansion

Location Details

Here When You Need Us

Advisors available in multiple regions to support your goals.

Headquarters —

7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

Phone —

(479) 391 2529

Why Choose Us

Local Insight + Global Reach: Deep knowledge of Houston’s business environment supported by a wide national and international network of buyers and investors.

Customized Strategy: We tailor every engagement to your industry, size, growth stage, and long-term goals.

End-to-End Support: Complete guidance from early planning to execution, closing, and post-deal integration.

Broad Sector Expertise: Experience across energy, manufacturing, healthcare, clean tech, and other fast-growing sectors.

Mid-Market Commitment: Focused on founder-led, family-owned, and mid-sized companies often underserved by larger investment banks.

When We Add Maximum Value

A manufacturing firm looking to merge with or acquire a complementary business for capacity expansion

An energy-related business restructuring or recapitalizing in response to market shifts

A medical or healthcare services company seeking strategic investors or exit planning

A logistics or trade-oriented business leveraging Houston’s port/transport advantage considering sale, merger, or capital raise

A growth-stage enterprise in technology, clean-tech or advanced manufacturing requiring capital infusion or consolidation

How to Get Started

We start with a confidential consultation to understand your business, objectives, and long-term vision. Next, we assess market conditions, valuation potential, and the buyer or investor landscape to determine the right path forward. Using these insights, we create a tailored strategy—whether it’s a sale, acquisition, capital raise, or restructuring. Our team then manages execution from sourcing and negotiation to due diligence, deal structuring, and closing. After the transaction, we support integration and growth to ensure a smooth transition and lasting value.

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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