Our Services

Services

Trusted M&A advisory for the middle-market.

Senior‑led advice for selling, buying, raising capital, and getting deal‑ready — with a bespoke, global buyer process that maximizes value and de‑risks your close.

At a glance

What we do

Selling Your Business

Full/majority sale, minority recap, carve‑out, succession/retirement.

Buying a Business

Corporate add‑ons, platform acquisitions, management buy‑ins.

Capital Advisory

Financing and recapitalizations across the capital structure.

Readiness & Strategic Planning

2–5 year planning to create value and enhance options.

Sell‑Side M&A

Run the right process to earn a premium outcome

We design a bespoke sale process that creates real competition, surfaces the best strategic fits (including adjacency buyers), and balances price with structure, terms, and certainty of close.

What makes our sell‑side different

  • Senior‑led, hands‑on from first valuation conversation to final signatures.
  • Exhaustive buyer canvass across global strategics and adjacency buyers.
  • Standout materials & process that creates tension and clarity for buyers.
  • Negotiation on total outcome — price, structure, tax, terms, and certainty of close.

Buy‑Side M&A

Find, engage, and win the right acquisition

From thesis to integration planning, we help corporate and investor clients source, evaluate, and close acquisitions that actually move the needle.

Why buyers choose us

  • Bespoke thesis design and target mapping, including off‑market opportunities.
  • Senior outreach and discreet engagement to open the right doors.
  • Valuation & diligence grounded in operating reality.
  • Negotiation support that balances speed with risk control.
  • Edge in competitive processes — strategies to outmaneuver rival bidders and secure the right deal.

Capital Advisory

Structure capital that supports the plan

Whether it’s growth, recapitalization, or refinancing, we source cost‑effective capital and align structure with strategy — across the capital structure.

  • Tailored solutions across the capital structure
  • Cost‑effective financing options with practical terms
  • Structures aligned with growth and shareholder objectives
  • Negotiation that balances flexibility, risk, and certainty

Readiness & Strategic Planning (2–5 years out)

Create value now. Expand options later.

The earlier you start, the more options you have. We help owners tune financial reporting, strengthen working capital, address customer/supplier concentration risk, build leadership bench, and shape a compelling story for buyers and investors.

  • Readiness assessment and roadmap
  • KPI & reporting tune‑ups
  • Quality‑of‑earnings preparation & data room hygiene
  • Positioning & story for the market

Industry‑agnostic with depth

Experience across specialty chemicals, manufacturing, food & beverage, distribution, logistics, IT & services — and more.

Results that hold up

98% sell‑side close rate and 98% above initial valuation in the last decade.

See for yourself

Browse recent engagements and outcomes.