Services

A trusted market expert focused on your goals

Sellside

We help you achieve a deeper understanding of how various buyers might evaluate your business including the types of questions and financials they may seek along the way. Our team does extensive financial and market analysis to better understand how your business stands apart from the competition.

We then develop compelling narratives and effective marketing materials that will attract buyer interest and expand the prospective buyer pool for you. We never put a price on a deal. We wait for the market to tell us what it will bear.

We build out a metric-driven future story so buyers see value five or ten years down the road.

Preparation for Sale

Our team helps you determine key value drivers in your business including the strength of your management team, risk management, accuracy of financials, compliance, and the overall transferability of the business. We surface any barriers to sale, problem solve, suggest actionable quick improvements, and give you a reasonable idea of what your business might draw in the market today.

You are the expert on your business, but every owner can benefit from an outside, objective view.

We work with buyers, including private equity funds, seeking to acquire privately held companies.

Buyside

Our deal team can support you to identify worthwhile investment and acquisition opportunities, structure and negotiate transactions on your behalf and manage the transaction process from the initial NDA through closing.