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.
We help you prepare and position your business for sale: valuation, offering preparation, buyer outreach, confidentiality, negotiation, and closing support.
For companies seeking growth or consolidation: we source targets, evaluate strategic fit, perform due diligence, manage negotiations, and support deal execution.
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.
Deals don’t end at closing. We support integration, operational planning, scaling, and long-term value creation — especially relevant in Houston’s dynamic sectors.
Drawing on deep local knowledge, we adapt strategies to industry-specific dynamics: from energy and petrochemicals to healthcare and advanced manufacturing.
Helping businesses plan ahead: timing exits or acquisitions, optimizing operations, and preparing for market shifts in Houston’s changing economy.

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
Advisors available in multiple regions to support your goals.
7525 SE 24th Street, Suite 630 Mercer Island, WA 98040


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.
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


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.