What We Do
We are a trusted boutique M&A advisory firm supporting business owners, executives, private equity firms, family offices, search funds, and other organizations in unlocking value through strategic mergers, acquisitions, & divestitures. Our approach combines deep expertise, personalized service, and a results-driven mindset to guide clients through complex transactions with clarity and confidence.
Sell Your Business
Position your business for success. We guide you through a structured, strategic process to achieve maximum value in a sale.
Buy A Business
Navigate acquisitions strategically. We guide acquirers—corporates, PE firms, and searchers—through sourcing, evaluating, and executing the right deals.
Strategic Advisory
Expert guidance on carve-outs, MBOs, and forced transactions, including tailored debt financing strategies to support your goals.
Our Process
Discovery & Goal Alignment
Understand your objectives, readiness, and desired outcomes.
Valuation & Strategy
Assess valuation range, define buyer personas, develop go-to-market strategy.
CIM & Marketing Materials
Prepare professional materials to present your business credibly.
Buyer Outreach
Execute confidential, targeted outreach to strategic & financial buyers.
Negotiation & Deal Structuring
Lead discussions, compare offers, negotiate favorable terms.
Due Diligence Support
Coordinate document flow and guide you through diligence complexities.
Closing & Transition
Coordinate the finalization of legal agreements and facilitate a seamless handover.
Acquisition Strategy
Define your goals, ideal targets, and growth rationale.
Target Identification
Source and screen high-potential targets globally or locally.
Outreach & Engagement
Approach selected targets discreetly and gauge interest.
Valuation & Analysis
Analyze financials, model scenarios, assess synergies.
Deal Negotiation
Structure the deal and negotiate terms aligned with your objectives.
Due Diligence Support
Coordinate diligence and assess risks with precision
Closing & Transition
Coordinate the finalization of legal agreements and facilitate a seamless transition
Initial Discovery & Alignment
Clarify business goals, growth ambitions, and strategic concerns. Explore whether debt financing is needed to support growth, M&A or restructuring
Situation Analysis & Strategic Assessment
Assess business performance, industry landscape, and market position. Evaluate current capital structure and debt capacity.
Financial Modeling
Prepare financial models with various scenarios. Analyze leverage impact, debt repayment capacity and coverage ratios.
Strategic Option Development
Stakeholder Alignment
Execution Planning
Implementation & Monitoring
What our happiest clients have to say
Testimonial
Use this paragraph to describe what you do. This is a great place to let your visitors know who you are. Add useful information that your visitors may find interesting. What makes you stand out? Why you do what you do? What is your passion? Here is where you can just let go. Now is when you let them know. Zoho Sites,your site, your story. Click here to add your story.
You can edit text on your website by double clicking on a text box on your website. Alternatively, when you select a text box a settings menu will appear. your website by double clicking on a text box on your website. Alternatively, when you select a text box
You can edit text on your website by double clicking on a text box on your website. Alternatively, when you select a text box a settings menu will appear. your website by double clicking on a text box on your website.
