Trusted. Proven. M&A Advisory
Sell-Side Advisory
We execute confidential sale transactions for privately-held businesses across wide set of industries
Acquisition Advisory
We generate actionable ideas and assist our clients develop and execute on strategic acquisitions.
Capital Raise
We lead and manage the process of raising equity or debt capital through our strong private capital relationships
bespoke strategies to maximize options and valuation
Sell-Side Advisory
Our clients want two basic goals in a sale transaction process – maximize terms and options. With both of these goals within reach, the focus then becomes which counterparty is the strongest and checks as many of the other boxes important to our client.
We advise clients through three general sale transaction structures.
Full Exit Transaction
We lead and manage the full process of finding and advising our clients on their best exit strategy.
Majority Recapitalization
Clients also can de-risk their ownership by selling a majority interest in their business, taking on a strategic and/or financial partner. This new partner steps in and can help with a growth path that frequently leads to additional upside.
Partial or Minority Sale
This option makes the most sense for business owners who prefer to retain control yet see benefit from the sale of a few “chips” while also bolstering their capital base with a strategic/financial partner.
Our exclusive vertical strategy
Acquisition Advisory
Our clients have a tremendous platform that can be an engine of value creation and growth. We help our clients by exclusively complementing and accelerating their growth goals.
We assist through the entire acquisition process – from idea generation to screening to negotiating and closing. We offer our clients four distinct models to retain us.
LAUNCH
We will help your team build and deploy an acquisition strategy on our proprietary acquisition platform.
HARVEST
Following the Launch, we can further help your team evaluate and screen various opportunities unearthed.
EXECUTE
With a robust pipeline and actionable targets, we will help you execute the acquisition, including the use of our diligence management platform.
DEAL TEAM PRO
To the extent you need our expertise in negotiating, valuation and market insights, we can advise and assist, earning a transaction fee for deals closed.
proven resource to assist you in raising capital
Capital Raise Advisory
Similar to a sale process, the strategy in any capital raise assignment is to maximize the awareness of the investment opportunity among the strongest investors. Our proven platform allows for robust market penetration and engagement.
We offer three ways to engage us in your capital raise.
Equity Capital Raise
We lead and manage the entire process of marketing, screening and closing on the best equity raise terms from the private equity market. Investors here look for stability and/or growth.
Debt Capital Raise
When your team needs to bolster its balance sheet with new debt and/or refinance existing debt, we can help you maximize market exposure and assist you negotiate the best terms.
Hybrid - Combination of Debt and Equity
Clients can sometimes get the best of both worlds when their business is strong enough to obtain debt while also attractive enough to secure a strong equity partner. We help maximize the options available on our platform.
