Most deals fail in the preparation. Misaligned expectations, incomplete diligence, or an advisor whose incentives don’t match yours.

We work with founders and acquirers across the full transaction lifecycle, from initial positioning through post-close integration. Having advised from both sides of the table, we know where value is lost and where it is manufactured.

Transactions are decided before they close.

Sell-Side Advisory

We help founders and operators prepare for, run, and close a sale on terms that reflect the true value of what they built. That means positioning the business correctly before it goes to market, not after.

Buy-Side Advisory

We identify targets, evaluate fit, and guide acquirers through diligence and negotiation. We are particularly focused on lower middle market businesses where information is asymmetric and judgment matters more than process.competitive advantage.

Integration

A closed deal is not a completed one. We stay engaged through integration to protect the value the transaction was designed to create.