M&A Advisory
Our Approach
Unlike other consultants, our principals have sat on both sides of the desk. We bring experience as both owners who have built and sold firms as well as trusted advisors, providing a complete, firsthand perspective on every element required for a successful acquisition for deals ranging from $2M to $20M in EBITDA.
Our Services
Sell-side advisor services from start to close
As former business owners and industry professionals, we combine firsthand operational insight with seasoned advisory expertise to assess, position, and match firms with the right partners to drive successful transactions.
Pre-Market Readiness Educational Workshops or Assessments
We deliver on-site workshops that provide firm leaders with insight into market trends, operational performance, strategic growth, and M&A strategies. We pride ourselves on translating complex challenges into focused, actionable results.
Buy-side services from target identification to integration
We leverage our unique blend of transaction experience, financial rigor, and owner insight to efficiently identify, evaluate, and prioritize acquisition opportunities that align with our clients’ strategic objectives. Our disciplined buy-side advisory approach streamlines the entire search and acquisition process, reducing complexity while improving speed, confidence, and outcomes. We understand buyers’ objectives because we have been buyers ourselves.
Integration Planning
Having spent years serving as COOs across multiple firms, our principals develop practical, executable integration plans grounded in real-world experience and a deep understanding of growth and employee development.
Financial Modeling for LBO and Value Projections
We take the guesswork out of establishing the appropriate price range by leveraging decades of financial expertise and advanced modeling to evaluate strategic options and risks. By focusing on true firm value rather than simple multiples, we structure pricing around return-on-investment metrics that shareholders can easily understand and support.
Synergy Analyses
Our CFO experience offers a detailed understanding of firm operations and guides our evaluation of cost efficiencies and financial opportunities realized through integrated operations.
If you need guidance or have questions about the M&A process, we welcome the opportunity to connect for an introductory meeting.