M&A Transaction Advisory Services
Guiding the deal.
Championing your goals.
Buying or selling a business is complex and high stakes. You need a partner who
knows the deal landscape, protects your interests, and navigates the details that matter.
We offer investment bank level expertise in strategy, storytelling, and positioning, all
tailored for lower middle market deals. And if a banker is a better fit, we’ll connect you
to the right one.
Sell-Side: Get Ready to Sell Smart
Selling your company isn’t just about finding a buyer. It’s about telling the right story, building credibility, and navigating the process without letting it derail your business. We help you prepare, from early-stage readiness through final close. We help position your company to maximize value, streamline diligence, and stay in control.
Buy-Side: Navigate with Confidence
We support acquirers across the deal lifecycle. From deal screening and valuation modeling to diligence support and post-close planning. Our insights help you identify hidden risks, spot opportunities, and negotiate better terms. We work with private equity firms, family offices, strategic buyers, and first-time acquirers who need a seasoned partner that can flex to their needs and timeline
Where We Help
We quarterback the transaction from start to finish. We coordinate the pieces, manage the process, and keep your goals front and center. Whether you’re buying or selling, we guide each phase with clarity and confidence.
- Pre-transaction planning and readiness
- Financial and operational story development
- Valuation analysis and modeling
- Buyer and investor preparation
- Data room setup and diligence coordination
- Collaboration with legal, tax, and all teams
- Deal structuring and negotiation support
- Post-close transition and integration guidance
How We Work
We roll up our sleeves, act as an extension of your team, and help you anticipate what’s coming. We’re deal-smart, responsive, and focused on practical results, not process for the sake of process. Whether we’re helping you attract the right buyer or close on the right terms, we bring calm, clarity, and confidence to your transaction.
Our M&A Transaction Advisory Experts
Insights
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Influence
Podcast
Interviews and conversations with some of the leading entrepreneurs, founders, and luminaries in the industry.
Impact
Podcast
Experiences of not-for-profit organizations that are having a significant impact in our communities.