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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
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.
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Industries & Sectors
Expertise Across High-Growth Markets
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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.
Consumer & Retail
Driving growth-focused deals for consumer brands and retailers.
Industrials / Manufacturing
Strategic transactions for industrial and manufacturing leaders.
Real Estate & Infrastructure
Advisory for property, development, and infrastructure assets.
Financial Services & FinTech
M&A expertise for financial institutions and digital fintech players.
Energy & Sustainability
Deals that advance clean energy and sustainable solutions.
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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