We advise business owners, boards, and shareholders throughout the sale or acquisition of a business. Whether representing a seller or supporting a strategic buyer, we manage the process from start to finish, including market outreach, target engagement, positioning, valuation analysis, deal structuring, due diligence management, and negotiation.

Our approach is hands-on, and results driven. We lead critical workstreams, remove obstacles, and provide clear, objective independent advice to help clients close successful, value-maximizing transactions.

Our M&A services include:

• Sell-Side Advisory

• Buy-Side Advisory

• Fairness Opinions

We partner with leadership teams to drive acquisitions, divestitures, and other corporate development projects without distracting from daily operations. By working closely with independent businesses, portfolio company management, and private equity sponsors, we take charge of strategic M&A initiatives on their behalf.

We manage the full transaction lifecycle, from sourcing and evaluating opportunities to negotiating and driving deals to close. Along the way, our advice is clear, practical, and aligned with our clients’ strategic goals, helping them grow, reduce risk, and maximize shareholder value.

By applying our expertise in structuring capital and leveraging our network with financial institutions and alternative capital providers, we are capable of arranging bespoke financing solutions in the form of debt or equity to meet the unique needs of a business, or restructuring the capital structure of a business entirely. We provide strategic advice and support throughout the process while optimizing financing terms and mitigating risks.