M&A Advisory Services for the Lower-Middle Market
Unlocking Hidden Value Through Careful Analysis and Thoughtful Insight
Exceptional End-to-End Transaction Execution
As experienced M&A advisors, we have a robust network of acquirers, access to proprietary opportunities, and a well-rounded understanding of the complexities of each individual transaction.
With more than 80 completed transactions, our team provides continuous experience across myriad industries. We pride ourselves on excellent and timely execution of a variety of Merger & Acquisition transactions in the sectors of manufacturing, distribution, consumer products, healthcare, logistics, and beyond.
Seller advisory and support from client engagement to the transaction closing. Develop strategic and efficient marketing processes to help maximize value discovery while maintaining confidentiality.
Bespoke seller pre-sale advisory & consulting services including business evaluation and go-to-market readiness assessment.
Market creation through targeted search activities. Identify transactable off-market opportunities. Supporting Private-Equity, Family Offices and Corporate Investors.
Professional contacts across tangential advisory support including M&A attorneys, wealth advisors, and quality of earnings providers.
FINANCIAL ANALYSIS
- Business Valuation
- Financial Modeling
- Strategic Alternatives
- Working Capital Analysis
- Adjustment Analysis
- Market / Competitive Insights
TRANSACTION ADVISORY
- Sell-side Advisory
- Marketing Materials Preparation
- Buyer Search / Corporate Strategy
- Letter of Intent Negotiation
- Due Diligence
- Closing Processes
REFERRAL NETWORK
- CPA
- M&A Attorneys
- Wealth Management
- Tax Preparation
- Quality of Earnings
Our pre-sale advisory involves evaluating your business’s strengths and opportunities, while offering strategic guidance to enhance its appeal to acquirers. Our exit strategy consulting helps develop tailored plans for a successful exit, considering market conditions and maximizing value. Additionally, our value estimates utilize methodologies to inform strategic decision-making, ensuring optimal outcomes for your business transition.
We differentiate ourselves through our personalized approach, hands-on (end-to-end) deal coverage from our industry veterans, industry expertise, extensive network, and commitment to achieving the best outcomes for our clients
While we’re not legal advisors, we work closely with subject matter experts experienced in business transactions to help ensure all legal and tax aspects are properly addressed. We can connect you with an M&A Attorney to run the legal process or provide support to your corporate attorney.
With expertise in uncovering off-market opportunities, we evaluate your unique requirements, encompassing industry specialization, geographic preferences, company size, financial performance, and strategic alignment. Our focus is on pinpointing potential acquisitions that not only meet these criteria but also harmonize with your organizational culture and long-term objectives. Additionally, we offer corporate strategy outsourcing for lead development and transaction execution ensuring flexibility in achieving your growth initiatives.